4 Things to Know About Us
4 Things to Know About Us
Great Perspective on the Investment Management Business
Experience helping hundreds of investment firms address their strategic and tactical issues...including 41 of the top 50 ranked by U.S. tax-exempt assets. Truly innovative thinking on best practices for winning and retaining assets. Pioneers in client satisfaction research for investment managers. Ground-breaking expertise on the insurance asset outsourcing market.
Why It Matters
EDH has the expertise to improve your asset gathering and client retention efforts.
Great Perspective on the Investment Management Business
Experience helping hundreds of investment firms address their strategic and tactical issues...including 41 of the top 50 ranked by U.S. tax-exempt assets. Truly innovative thinking on best practices for winning and retaining assets. Pioneers in client satisfaction research for investment managers. Ground-breaking expertise on the insurance asset outsourcing market.
Why It Matters
EDH has the expertise to improve your asset gathering and client retention efforts.
In-Depth Knowledge of Your
Competitors
We have been inside hundreds of institutional investment management firms. We know the strategies your competitors employ, how they market their products, and how they service their clients.
Why It Matters
Use EDH to attain industry best practices or as a litmus test to determine what is really different about your firm and investment strategies.
In-Depth Knowledge of Your
Competitors
We have been inside hundreds of institutional investment management firms. We know the strategies your competitors employ, how they market their products, and how they service their clients.
Why It Matters
Use EDH to attain industry best practices or as a litmus test to determine what is really different about your firm and investment strategies.
Expert Market Proxy
EDH is an excellent “proxy” for how fund sponsors, consultants and other key intermediaries view your firm. We were Mercer consultants earlier in our careers. We stay current via periodic research studies and intensive analysis of industry trends.
Why It Matters
Seeing your firm from the perspective of an informed outside expert is the foundation for effective strategic and tactical decision making.
Expert Market Proxy
EDH is an excellent “proxy” for how fund sponsors, consultants and other key intermediaries view your firm. We were Mercer consultants earlier in our careers. We stay current via periodic research studies and intensive analysis of industry trends.
Why It Matters
Seeing your firm from the perspective of an informed outside expert is the foundation for effective strategic and tactical decision making.
Senior Partner Attention
Size is often the enemy of investment performance. This relationship extends to management consulting. EDH has not “scaled up” our firm with junior staff in order to maximize revenues. Doing so would dilute our Partners’ focus and detract from the quality of our work.
Why It Matters
Our business model is to provide high-quality, custom work for a limited number of investment managers. Our senior Partners work hands-on with each client.
Senior Partner Attention
Size is often the enemy of investment performance. This relationship extends to management consulting. EDH has not “scaled up” our firm with junior staff in order to maximize revenues. Doing so would dilute our Partners’ focus and detract from the quality of our work.
Why It Matters
Our business model is to provide high-quality, custom work for a limited number of investment managers. Our senior Partners work hands-on with each client.