Leading international asset manager in the pensions business

The mutual strategy process included our tested combination of SWOT-analysis/workshop, external analysis (in this particular case a structured survey among CFOs,CEOs, and pension consultants) among the relevant target groups and a screening of the competitive as well as external environment based on our proprietary model.

The building blocks of the analytic process delivered a solid basis for the formulation of realistic targets and strategies for the client. Our customer received excellent insights into its current competitive environment and was now better able to influence individual market participants (investors, multipliers, intermediaries, future and existing competitors as well as alternative product providers) and implement its business strategy in a target group driven approach.

The findings were integrated into the ongoing product development and positioning activities as part of a wholistic approach. At the same time they served as a basis for the overall business strategy.

The strategy process, now being rolled as part of the expansion process to new markets, is supposed to give deep insights into regional commonalities/synergies and unique local ettings. An ongoing, tailored market intelligence allows the client to spot opportunities very early and adapt strategies dynamically.