Business Situation
A mid-sized asset management firm managing multiple equity and fixed-income funds was facing challenges in maintaining consistent performance amid volatile markets. Limited internal bandwidth, coupled with growing client expectations for data-driven insights, created operational bottlenecks.
The firm sought a partner for:
- Providing scalable portfolio management support across asset classes
- Conducting market research and financial analysis to support investment decisions
- Monitoring performance and generating actionable insights on risk-return trade-offs
- Reducing operational costs without compromising on quality
SGA Approach
Early-Stage Engagement
- Conducted a portfolio review to assess current allocations, risk concentration, and alignment with client mandates
- Benchmarked fund performance against peer groups and market indices to identify gaps and opportunities
Execution Phase
- Built factor-based models to optimize portfolio allocations across equities and fixed income
- Delivered daily/weekly market intelligence reports, providing insights into macroeconomic drivers, sector trends, and emerging risks
- Automated performance tracking dashboards for real-time monitoring of portfolio returns and attributions
Ongoing Support
- Provided continuous rebalancing recommendations to manage market volatility
- Acted as an extended investment team, delivering timely investment notes and risk management insights to portfolio managers
Key Takeaways
- Performance Uplift: Enhanced fund performance relative to the benchmark over 18 months
- Cost Efficiency: Reduced operating costs significantly through outsourcing investment analytics and monitoring
- Strategic Focus: Freed up the client’s internal team to focus on high-value client engagement and product development
- Scalable Solution: Delivered a flexible support model that adjusted with market cycles and client needs
