Everything we do starts from the other side of the table
Asset managers come to Boudica with different problems.
Some are losing pitches. Some are launching something new. Some want their team to be sharper in client meetings. Some just need an independent, experienced eye on what they’re doing and why.
Below is what we work on.
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Get an independent view on your product
What it is
An impartial appraisal of your fund, collateral and positioning. The honest view of a fund selector through your new critical friend.
An appraisal from the other side of the table
“Because of the reformulated presentation and description of process based on your advice it played out so much better. It was easier and smoother to present, didn’t take us down rabbit holes and was well accepted by the audience, resulting in better engagement”
Who’s it for
Anyone who wants to know where they stand before a competitive process: Distribution leaders, CIOs and investment leaders, product.
Case study
A North American equity manager was struggling to communicate what their offering provided to clients, and they were losing pitches.
Boudica conducted a full appraisal of the strategy and provided comprehensive, actionable, feedback to get the narrative and collateral back on track.
Road-test a new fund
What it is
Before you take a new fund to your biggest clients, Boudica provides a seasoned fund selector’s appraisal. You find out the hard questions before your clients ask them.
Launching a new fund? Increase your hit rate
“The team really enjoyed working with Esther on product development for the UK market. - we really appreciate her insights and expertise and helpful, actionable feedback. We will be working with Esther again.”
Who’s it for
Anyone launching or repositioning a fund: Product teams, heads of strategy, distribution.
Case study
A Scandinavian asset manager was looking to launch an existing product into the UK market.
Boudica appraised the fund and manager, putting them through their paces. This highlighted gaps in the level of scrutiny the manager was used to, and prepared them for a more competitive and challenging selector environment.
Win more pitches
What it is
Boudica reviews your pitch materials, messaging and sales approach through the lens of a fund selector. You get a frank view of what’s working, what isn’t, and what to change.
If you only have one shot, make sure your story lands
Who’s it for
Distribution leaders and product teams preparing for key client meetings and presentations.
Case study
A mid-size multi-asset team had their Consultant rating meeting coming up.
Boudica reviewed a dry-run of the pitch and recommended how to focus on the strategy evolution, and tying philosophy into proof-points.
“The client meeting went well and the work we did with Boudica certainly helped. We’d like to repeat the exercise elsewhere”
Upskill your team
What it is
Workshops, coaching and training that help distribution and investment teams have more compelling, better-informed conversations with clients.
Content is catered to the team’s starting point and the client segments they are targeting.
Better conversations, better judgement and better commercial outcomes
“Esther’s knowledge of how wealth managers build fixed income allocations gave us real food for thought in terms of how we position our strategies and how we should communicate”
Who’s it for
Sales teams, client relationship managers, investment teams, marketing, RFP.
Case study
A global manager was launching a niche new product and wanted to upskill the global distribution network to be able to communicate clearly and confidently with clients about the asset class.
Boudica designed a technical teach-in to fill the knowledge gaps which had been identified in the distribution team, as well as discussing how clients might utilise the asset class in client portfolios.
Invest in the right parts of your business
What it is
Independent guidance on where to focus time and resource, whether that’s reporting, risk, product, marketing or distribution. Boudica helps asset managers avoid spending on the wrong things at the wrong time.
Focus on what moves the needle
Quote from Ryan
Who’s it for
For anyone thinking about where to build next: CEOs, NEDs, heads of strategy, heads of business development.
Case study
A client engagement with a multi-affiliate distributor identified red flags in operational and investment headcount.
Boudica offered specific advice on where and why to recruit into particular functions.
Have the right conversations
What it is
Boudica curates events and facilitated forums that create genuine connections between asset managers and the allocator community.
Bringing together the people who matter for real and honest conversation
“It was yet again a wonderful event. Brave, and insightful. Thank you.”
Who’s it for
Asset managers seeking meaningful insight from selectors and allocators.
Case study
The Capital Allocator Forum roundtable connects buy-side and sell-side for frank conversations and collaboration.
Are you interested to understand how Boudica can help you?
Looking for allocator intelligence rather than advisory support? Boudica also publishes Unfiltered and convenes the Capital Allocator Forum.
Find out more on Thought Leadership →