ConsultingThe Process

Our consulting services are provided either under a contracting arrangement or as an external adviser.   Examples include:

  • Market entry and market sizing studies
  • Support for Investment Research/ APL/ Risk/ Product committees
  • Sales diagnostics  – ability to sharpen and complement existing sales training and initiatives
  • Enhancement of  business development teams effectiveness through improved sales positioning of ETFs among adviser clients
  • Investment Committee support – including ETFs on APLs
  • Additional non executive roles working with Risk, order Compliance and Product committees
  • 3rd party speaker and consultant for PD days, medstore road shows, training support
  • Market analysis to create precise sales and marketing activities

The ETF Rainbow