INVESTMENT ADVISORY
£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
> Evaluation of marketing materials, and meetings with sales and market representatives
> Report recalibrating marketing focus with a view to maximising traction for future close raises.
£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
> 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
> I worked closely with BCPP and external consultants to help draft the RFP, rank responses and provide views on manager complementarity and portfolio construction.
> 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
Boutique European based asset manager
> 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.
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.
> 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.
€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.
> Research universe construction and client facing materials setting out recommendations. Remit of work extended to property and hedge fund portfolios
