Enhancing Research Quality for Boutique Investment Advisor

JLA transformed the research capabilities of a US-based boutique investment manager by delivering superior analysis, improving stakeholder communication, and reducing operational costs.

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About the client

A US-based boutique investment manager aiming to improve research quality and communication with stakeholders.

The Challenge

01

The client’s previous KPO firm delivered subpar research due to inadequate expertise and communication gaps.

02

There was no oversight mechanism in place to ensure the quality of research deliverables.

03

The client required more reliable and cost-effective research services.

JLA Approach

  • Assembled a team of experienced analysts to ensure high-quality research services and effective communication.
  • Introduced direct oversight through a dedicated client manager, with CEO-level involvement.
  • Leveraged advanced research tools like Bloomberg and Calc Bench for detailed analysis and reporting.

Outcomes

01

Achieved a 20% cost reduction compared to the previous KPO firm, with a 70% saving over in-house teams.

02

Delivered superior research quality, leading to an expansion in partnership scope.

03

Enhanced client satisfaction with consistently well-executed and timely research deliverables.

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