Services
Services
Other Business Issues
EDH can solve your business issues fast. Our recommendations are anchored by a keen understanding of industry best practices honed by three decades of careful observation of what makes investment firms successful. Talk to us about your key business issues; including, but not limited to:
  • Group Meeting/Conference Speaking Engagements
  • Product Efficacy Enhancement
  • Strategic Planning
  • Product Line Assessment and Rationalization
Too much noise to sort out the operative issues? Let EDH do it for you.
Too much noise to sort out the operative issues? Let EDH do it for you.
Other Business Issues
EDH can solve your business issues fast. Our recommendations are anchored by a keen understanding of industry best practices honed by three decades of careful observation of what makes investment firms successful. Talk to us about your key business issues; including, but not limited to:
  • Group Meeting/Conference Speaking Engagements
  • Product Efficacy Enhancement
  • Strategic Planning
  • Product Line Assessment and Rationalization
Group Meeting/Conference Speaking Engagements
When large groups of your people get together for annual internal meetings, are you looking for highly impactful ideas your team can apply to enhance their asset gathering and client retention efforts? Do you want your group to better understand what it takes to be successful in the insurance asset outsourcing space? EDH has numerous Best Practices platforms we can draw from to inspire your prospect and client facing staffs to excel. Call us to talk about having EDH on the docket for your next group meeting.
Product Efficacy Enhancement
Do you have an investment strategy that is struggling? Are you unsure how to resolve important questions about investment team decision making, responsibilities, and/or process discipline? Could outside perspective help catalyze needed change in these areas?

EDH has evaluated literally thousands of investment strategies and teams. Retain us to assess and enhance the efficacy of your investment strategy – including team dynamics and decision making, human resource issues, strategy design problems, portfolio construction, and risk-management.
Strategic Planning
Do you need an expert facilitator to assess your strategic direction and alternatives in today’s dynamic business environment for investment firms? EDH can help you assess industry trends, their impact on your strategic alternatives, and marketing-related decisions that best position your firm for growth.
Product Line Assessment and Rationalization
Do you need to assess and rationalize your product line? EDH can tell you what products are marketable in specific target markets - based on an assessment of demand/supply environments and your competitive position.
Group Meeting/Conference Speaking Engagements
When large groups of your people get together for annual internal meetings, are you looking for highly impactful ideas your team can apply to enhance their asset gathering and client retention efforts? Do you want your group to better understand what it takes to be successful in the insurance asset outsourcing space? EDH has numerous Best Practices platforms we can draw from to inspire your prospect and client facing staffs to excel. Call us to talk about having EDH on the docket for your next group meeting.
Product Efficacy Enhancement
Do you have an investment strategy that is struggling? Are you unsure how to resolve important questions about investment team decision making, responsibilities, and/or process discipline? Could outside perspective help catalyze needed change in these areas?

EDH has evaluated literally thousands of investment strategies and teams. Retain us to assess and enhance the efficacy of your investment strategy – including team dynamics and decision making, human resource issues, strategy design problems, portfolio construction, and risk-management.
Strategic Planning
Do you need an expert facilitator to assess your strategic direction and alternatives in today’s dynamic business environment for investment firms? EDH can help you assess industry trends, their impact on your strategic alternatives, and marketing-related decisions that best position your firm for growth.
Product Line Assessment and Rationalization
Do you need to assess and rationalize your product line? EDH can tell you what products are marketable in specific target markets - based on an assessment of demand/supply environments and your competitive position.