£450bn UK based asset manager

> This manager, a leading UK based manager with a growing strength in private markets investment engaged MRJ to re-evaluate the USPs of a private markets vintage

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> Evaluation of marketing materials, and meetings with sales and market representatives

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>  Report recalibrating marketing focus with a view to maximising traction for future close raises.

Stocks
Analysing Data

£300bn US based asset manager

> A US domiciled manager with an established UK footprint in traditional active global fixed income engaged MRJ for independent evaluation of their global buy and maintain credit proposition

 

> Intensive due diligence shadow research meeting with PM team, IR and product specialist to evaluate messaging in presentation and presentational materials

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> Detailed report on presentation and documentation and areas to focus and invest to strengthen the proposition.  Many of these recommendations are being implemented

£50bn Local Government Pension Pool

> BCPP is one of the largest LGPS pools.  At inception, the team required resource to assist with the evaluation of external manager RFPs for c. £1.2bn UK Equity Alpha Fund

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> I worked closely with BCPP and external consultants to help draft the RFP, rank responses and provide views on manager complementarity and portfolio construction.

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>  I have since been engaged to assist  with £5bn global equity, £2bn Sterling investment grade credit £2.5bn Multi Asset Credit searches across loans, GHY, securitised, and EM Debt, £300m Chinese Equities

Case Studies

Analysing Data

Boutique European based asset manager

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> A European asset manager with a suite of products engaged MRJ for regular Morningstar monthly reporting and peer group comparison analysis

 

> Project based analysis of capabilities across a range of asset classes including Global High Yield, Short dated Credit, Convertible Bonds and Impact equities.

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UK Investment Consultant

> A UK employee benefits consultant needed capacity to drive forward the business' private markets debt research

 

> 7 month placement embedded in the research team reviewing the market landscape in mid market direct lending, real estate debt and infrastructure debt.

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> Thorough review of the asset class bespoke to client base.  Drafting client facing asset class training materials.  Generated a body of manager research and buylist for manager selection exercises.  Drove revenue and protected the business from clients seeking advice from competitors.

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€130bn Dutch Fiduciary Manager

> The UK arm of MN Services (now owned by Kempen) engaged MRJ for focused research on UK Sterling Credit and Multi Asset Credit for UK DB Pension scheme portfolios

 

> 8 month placement reviewing the market landscape in public credit markets.  Qualitative and Quantitative evaluation of top down and bottom up portfolio management of numerous MAC propositions.

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> Research universe construction and client facing materials setting out recommendations.  Remit of work extended to property and hedge fund portfolios