Services
Independent by Design
Our advice is focused solely on your business
Challenge established ways of thinking
An independent perspective helps overcome the familiarity that develops within any team, providing challenge that isn’t influenced by internal relationships, organisational dynamics or established ways of thinking. We complement the expertise already within your organisation.
No capital raisings or prospect introductions
We don’t provide third-party marketing, capital raisings or prospect introductions. We don’t undertake competitor analysis or benchmarking. Those choices are deliberate. They let you speak openly, knowing our advice is centred on your business, not on comparisons with other firms or competing commercial interests. It also means we can work directly for third-party distributors.
Every engagement is confidential
What we learn inside your business stays there. It is not carried into other engagements and does not inform work for another manager. Where an engagement would create a conflict, we will say so before it begins.
Investment due diligence readiness A dress rehearsal for the meeting that matters. Each engagement is scoped to what you are preparing for.
Agree on Project Scope
Context, objectives, agreed assessment criteria and deliverables.
Desk based review
Agreed materials and data provided
Practice due diligence meeting
In person / MS Teams dress rehearsal, with live questioning
Conacher Advisory assessment
- Quantitative assessment
- Qualitative assessment
- Due diligence materials and presentation
Written assessment
Report delivered to you
Feedback call
Discuss written assessment
Enhancements for consideration
- Capability
- Value proposition
- Positioning for specific assessment criteria
- Q&A responses
Other Services
Scoped to a defined objective, and arranged as required.
Run by Matt Conacher, who has assessed asset managers and investment strategies from multiple vantage points including a retail dealer group, a research house, an institutional asset consultant and an asset owner
Australian Market Overview
Australia Decoded for Offshore Managers
- Distribution channels, major players, advisers and gatekeepers
- Partner or build distribution: the right entry approach for your business
- Market trends and regulatory change
- Delivered as a report followed by a meeting, at a scope that suits the situation.
Independnt Strategic Advice
A second opinion from someone who's sat in the chair.
- A sounding board ahead of a significant client meeting or new product launch
- Preparation for a first meeting with an unfamiliar type of allocator
- A review of an RFP or questionnaire response before submission
- Delivered as a considered view, by phone, short meeting or concise email.
Allocator Perspective Masterclass
How you're really scored, and which criteria carry the weight.
- Managing difficult questions without getting sidetracked
- What to do before, during and after a due diligence meeting
- Delivered as a tailored session for internal training, leadership offsites or team development.