Product
Extension 

Problem

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$10-15 billion highly active traditional retail asset manager in small cap value is looking to grow institutionally; potentially capacity constrained.

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Solution

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Distribution strategy identifies a lower risk passive like approach to introduce sophisticated firms to the client while increasing the capacity of the product. 

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Utilize portfolio construction technology to create a low TE version of the main product while including client customization allowing the firm to be competitive on fees.

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Create marketing material and sales training material for the new strategy.

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