Boutique asset managers and independent portfolio managers
Investment Management Firms
Boutique investment managers are judged on performance, but valued on distribution, key-person risk and operating leverage. Performance opens doors; infrastructure keeps assets.
The commercial challenges
- Distribution that depends on the portfolio manager's personal network.
- Key-person risk concentrated in the investment team.
- Fixed costs that rise faster than fee revenue.
Editorials
- 01How Independent Investment Managers Build Enterprise Value Forthcoming
- 02The Economics of Distribution for Boutique Investment Management Firms Forthcoming
- 03AUM Growth vs. Profitability: What Investment Management Owners Should Measure Forthcoming
- 04Institutional vs. Private Client Distribution Strategy Forthcoming
- 05Reducing Key-Person Risk in Portfolio Management Businesses Forthcoming
- 06How Investment Management Firms Can Differentiate Beyond Performance Forthcoming
- 07Operating Leverage in Boutique Asset Management Firms Forthcoming
- 08Building a Repeatable Business Development Process for Investment Managers Forthcoming
- 09The Strategic Economics of Launching New Investment Products Forthcoming
- 10Succession and Exit Readiness for Investment Management Firms Forthcoming