Insanity is doing the same thing over and over again; each time expecting a different result.|
– Albert Einstein (1879-1955)
Financial consulting is a very competitive and currently fungible practice. The key to success is differentiation. Benefit from our decades of consulting experience: success is not sales, its performance. Dare to be better. Separate yourself from the herd with superior investment manager due diligence and market intelligence.
Ideologies to Attract and Retain Clients
||Better benchmarks: The popular indexes do not work well for benchmarking, for returns-based style analysis, nor are they detailed enough for portfolio construction.|
to see how Surz indexes help.
||Sophisticated and timely performance reviews: Traditional peer groups have serious biases, not to mention the fact that their timeliness leaves a lot to be desired.|
to see how Portfolio Opportunity Distributions help.
||Accurate appraisals of successes and failures: Legacy attribution systems produce unreliable reports because the benchmark is almost always wrong.|
for 21st Century attribution analysis called StokTrib.
||Privileged market insights: Willing to pay a little to know more than the competition?|
for monthly commentaries that will keep you well informed on developments and trends in the capital markets.
Investment Manager Due Diligence |
from a Consultant's Perspective
Watch this video on YouTube: