Services
Synthesist offers expertise in three areas:
Synthesist can be engaged on an hourly or project basis to audit an investment team’s process and related documentation. Outcomes range from recommended adjustments to existing process documents through to full rewrite of investment philosophy and process. To read more, click here.
Asset allocation can be considered a distinct part of a multi-asset investment team’s investment process. Synthesist can be engaged on an hourly or project basis to audit a team’s asset allocation process either with respect to recommending adjustments to existing process documentation or to putting in place a new process. Engagement can also be on an ongoing basis, either formally as part of an investment committee or less formally. To read more, click here.
Synthesist can be engaged by both investment marketing teams and C suites, on a project or ongoing basis, with respect to services ranging from high level written/spoken thought leadership to spokesperson consulting. To read more, click here.
Get in touch to find out more about how Synthesist can help.