Consulting Services


Mirabelle Strategies offers customized consulting packages based on your company’s specific needs. We understand the investment management industry and work closely with your internal team to ensure our insights are relevant and actionable.



MARKET ANALYSIS

What is your competitive positioning? Where is the market going?

Our team provides a comprehensive analysis of the competitive landscape for your asset management business, including insights into the best practices of your competitors. Based on current market trends and your particular areas of strength, we recommend key areas to explore for strategic growth initiatives, as well as potential areas for rationalization.



STRATEGIC PLANNING

Where is your business headed?

Mirabelle Strategies believes that clear, actionable strategic plans are critical to keeping your company on a successful trajectory. We work closely with your internal team to deliver a bottom-up, results-driven approach to strategic planning. Our method ensures that those employees who are closest to the relevant business lines are sharing insight directly, and that their feedback is taken in tandem with that of managers and executive leadership. The resulting output includes a clear firm strategy or mission statement, and details the rationale and proposed financial investment for key business initiatives.

CLIENT SATISFACTION STUDY

Are you delivering the results that your clients want?

We look beyond fund performance. Assess your sales and marketing effectiveness with your client base by engaging in a market research initiative. As an independent organization, we are well-positioned to solicit feedback from your current and potential clients in a neutral and conversational manner.

In addition to summarizing our results and reporting to you on the key findings, we add value by identifying follow-up steps and recommending specific actions to improve your client service.

MARKET ANALYSIS

What is your competitive positioning? Where is the market going?

Our team provides a comprehensive analysis of the competitive landscape for your asset management business, including insights into the best practices of your competitors. Based on current market trends and your particular areas of strength, we recommend key areas to explore for strategic growth initiatives, as well as potential areas for rationalization.

STRATEGIC PLANNING

Where is your business headed?

Mirabelle Strategies believes that clear, actionable strategic plans are critical to keeping your company on a successful trajectory. We work closely with your internal team to deliver a bottom-up, results-driven approach to strategic planning. Our method ensures that those employees who are closest to the relevant business lines are sharing insight directly, and that their feedback is taken in tandem with that of managers and executive leadership. The resulting output includes a clear firm strategy or mission statement, and details the rationale and proposed financial investment for key business initiatives.

CLIENT SATISFACTION STUDY

Are you delivering the results that your clients want?

We look beyond fund performance. Assess your sales and marketing effectiveness with your client base by engaging in a market research initiative. As an independent organization, we are well-positioned to solicit feedback from your current and potential clients in a neutral and conversational manner.

In addition to summarizing our results and reporting to you on the key findings, we add value by identifying follow-up steps and recommending specific actions to improve your client service.


PROJECT MANAGEMENT

Do you need an extra pair of hands for a specific project?

We know that time-sensitive initiatives often arise when key staff is tied up with other priorities. If you find yourself short-staffed or without a project leader for an important strategic initiative, let us help you get the job done.

Whether it is a mandate from the board about changes that have to be made quickly, or an exploratory investigation that has been on the back-burner for too long, our team of experienced industry professionals knows how to turn ideas into action.

THOUGHT LEADERSHIP

Need a writer with investment industry knowledge?

A well-researched white paper can help an asset management firm solidify its position as a product or industry expert. We provide market insights that inform and enlighten. Whether conducting original, preliminary research on your behalf, or transcribing the thoughts of your senior leaders, the output is a valuable white paper that your clients will appreciate. Let us get that paper written so you can focus on growing your business.



OTHER ENGAGEMENTS

How can we help you?

Got a project that’s outside the box? Let us know what you need. Between our in-house team of professional consultants and our vast network of strategic partners, we can find a solution to meet your needs.

PROJECT MANAGEMENT

Do you need an extra pair of hands for a specific project?

We know that time-sensitive initiatives often arise when key staff is tied up with other priorities. If you find yourself short-staffed or without a project leader for an important strategic initiative, let us help you get the job done.

Whether it is a mandate from the board about changes that have to be made quickly, or an exploratory investigation that has been on the back-burner for too long, our team of experienced industry professionals knows how to turn ideas into action.

THOUGHT LEADERSHIP

Need a writer with investment industry knowledge?

A well-researched white paper can help an asset management firm solidify its position as a product or industry expert. We provide market insights that inform and enlighten. Whether conducting original, preliminary research on your behalf, or transcribing the thoughts of your senior leaders, the output is a valuable white paper that your clients will appreciate. Let us get that paper written so you can focus on growing your business.

OTHER ENGAGEMENTS

How can we help you?

Got a project that’s outside the box? Let us know what you need. Between our in-house team of professional consultants and our vast network of strategic partners, we can find a solution to meet your needs.

Our pricing is competitive and transparent
Contact us to learn more

SAMPLE CONSULTING PROJECTS


Project Type: Strategic Analysis

Client: Large US-based Asset Manager

Project Description: Market research and strategic growth initiative for improving effectiveness of intermediary sales. Interviewed key stakeholders and analyzed several detailed data-filled reports. Delivered key action steps for improving the distribution and marketing process.

Project Type: Client Satisfaction Study

Client: Global Asset Manager

Project Description: Conducted study on client satisfaction culminating in assessment of core strengths and weaknesses.

Project Type: Strategic Planning

Client: Global Asset Manager

Project Description: Led the strategic planning process for a global asset management business comprised of multiple product lines within the retail and institutional space. Established strategic theme and key input requirements, and collaborated with each business unit on output to ensure a streamlined, effective result.

Project Type: Strategic Analysis

Client: Large US-based Asset Manager

Project Description: Market research and strategic growth initiative for improving effectiveness of intermediary sales. Interviewed key stakeholders and analyzed several detailed data-filled reports. Delivered key action steps for improving the distribution and marketing process.

Project Type: Client Satisfaction Study

Client: Global Asset Manager

Project Description: Conducted study on client satisfaction culminating in assessment of core strengths and weaknesses.

Project Type: Strategic Planning

Client: Global Asset Manager

Project Description: Led the strategic planning process for a global asset management business comprised of multiple product lines within the retail and institutional space. Established strategic theme and key input requirements, and collaborated with each business unit on output to ensure a streamlined, effective result.