Overview
Acuity Analytics experienced client portfolio managers (CPMs) work with onshore CPMs to provide a holistic solution for managing high-net-worth global clients. We customise services, construct investment strategies based on precise and integrated market data and provide methodical investor-focused reports that introduce efficiency and accuracy. Our team collaborates seamlessly with sales, marketing, product control, quantitative research, market research, asset management and client-servicing teams to deliver the best possible service.
Our approach
Our experienced team of CPMs provides a holistic solution by supporting onshore teams to meet the requirements of their institutional investors. We are experienced in customising services so CPMs can compile investment strategies based on precise and integrated market data and better service their clients/prospective clients.
Our team specialises in working seamlessly with sales, marketing, product control, quantitative research, market research, asset management and client-servicing teams.
We help CPMs achieve sales goals by uncovering additional client needs and deepening existing relationships. We strive to ultimately help firms expand the percentage of wallet share (i.e., increase AuM and account types) of existing clients.
Industries We Serve
Support We Offer
Portfolio managers
- We analyse capital markets data to support investment strategies, track global trends and compare portfolio performance
- We assist with asset management, research and origination tasks for investment/portfolio management teams
- We evaluate new strategies/markets to support product launches from a portfolio management perspective
- We prepare informative reports for clients’ sales and trading teams
- We assist with research and analytics for investment strategy white papers
- We maintain checklists for investment manager reviews and report on market trends
- We support senior analysts with presentation material and reports
- We oversee investment portfolios/mandates, monitor compliance, track performance and improve risk-return profiles
Sales/marketing teams
- We profile prospective institutional clients to understand their investment goals so that CPMs can design strategies for new-business development
- We help sales and marketing teams understand existing clients’ future investment requirements and pitch new strategies that align with their risk appetite
- We participate in the sales process and client-service efforts and contribute to improving the teams’ operations
- We provide input on business-development initiatives, including compiling responses to requests for proposal and submitting, producing and reviewing presentation material
What Defines Us
Our Team
Connect with Us
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