Beyond Asset Growth: Kiski's Impact on an Independent Management Firm's Success

Kiski's recent partnership with an independent asset management firm showcases our commitment to driving growth and enhancing investment strategies through bespoke solutions.

Investor holding a bag and searching for new investment opportunities.

Introduction

Kiski's recent partnership with an independent asset management firm showcases our commitment to driving growth and enhancing investment strategies through bespoke solutions.

Facing the dual challenge of attracting additional capital and expanding intellectual capital while ensuring sustainability and scalability, this multi-manager platform turned to Kiski at a critical inflection point in its growth curve.

Client Challenges

Founded in 2019 with an initial AUM of over $2 billion, the firm sought to navigate the complexities of resource expansion, cost management, and engaging sophisticated investor prospects to increase assets under management (AuM).

Kiski's Strategic Approach

By leveraging our deep experience across various asset classes, Kiski quickly identified the client's immediate needs, focusing on short-term tactical objectives to lay a foundation for a long-term strategic partnership.

Our unique combination of technology and advisory expertise, drawn from Kiski’s extensive analytics and insights library, was tailored specifically to the client’s needs, including:

Creating quantitative investment narratives to support communication with investors and allocators.
Designing new CIO-level reporting focusing on firmwide investment processes.

Impact and Results

Kiski's partnership resulted in a balanced approach to resource expansion and cost management, enhanced portfolio insight, and simplified management of complex business elements. This strategic collaboration enabled the firm to:

Engage with more sophisticated investors, significantly increasing AuM.
Develop new products and strategies for sustained business growth.
Maintain the sustainability and scalability of investment processes as the firm expanded.

Scaling Beyond Expectations

The partnership's success exceeded expectations, setting a new standard for quality and delivery speed in asset management. Kiski's comprehensive solutions facilitated a stronger competitive edge for the client in the industry, highlighting our commitment to evolving with client needs and creating tailored, effective solutions for unique challenges.

Conclusion

This case study exemplifies how Kiski's integrated portfolio analytics and advisory platform can transform asset management firms' capabilities, propelling them towards significant growth and industry leadership.

Our approach underscores the value of strategic partnerships in navigating the complexities of today's investment landscape.

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