Is your investment organization prepared to adapt and succeed?
Change is relentless in the investment ecosystem.
The organizations which thrive in that kind of environment are those that continuously improve. My consulting practice is devoted to helping them do so.
Asset owners, asset managers, advisory firms, consultants, and research firms face a broad array of challenges. I work with the leaders of those organizations to break away from narrow, formulaic approaches in order to craft differentiated solutions to their problems.
I am a generalist by instinct and by background, allowing me to look across todays lines of demarcation to see the possibilities of tomorrow. I bring a design sensibility to the issues at hand, exploring creative alternatives along with more traditional solutions.
Clients can count on me for objectivity, independence, and candor.
Each engagement is one of a kind. While many principles used in my work are universal, the application of them varies based upon circumstance. Every organization is different and every recommendation is tailored to the specific situation.
One common factor: organizations face intensifying competitive pressures. Therefore, it is important for them to capture organizational alpha by rethinking their practices, since it is hard to add value by adopting standard industry templates. An experienced outsider like me can bring a divergent perspective — and can discover unexplored capabilities within an organization as it currently exists.
I provide a variety of services to organizations, from broad-based independent reviews to more limited evaluations. The solutions I offer vary somewhat based on the type of organization, but the goal is always the same: to discover the missing pieces of the puzzle.
For further information, please contact me. I would love to hear from you.
Tom Brakke, CFA