Multi-Asset Investment Management Firm — $2B+ AUM · Project 1 of 2 (1 Month) · Interim CIO and Profitability Analyst
Client Challenge
The firm was evaluating a strategic shift from an advisory model to a fund-of-funds product structure
Nobody knew which customers were profitable — the P&L could not answer the question
Client Solution
Analysis: Market research and financial modeling of the fund-of-funds model’s profitability and scalability
Profitability: Time-driven activity-based profitability analysis by customer
Recommendation: Convinced the client to move from a service-oriented to a product-oriented company
Client Impact Results
Increased profitability of the fund-of-funds model demonstrated within 1 month
~50% of customers identified as break-even or unprofitable
Strategic pivot from service-oriented to product-oriented company adopted
Client Technologies
Financial modeling and market research
Time-driven ABC profitability application (C#/.NET)
