For nearly ten years, Chris Cahill has worked with a global investment management firm with more than $330 billion in assets on analytic engagements ranging from customer profiling to segmentation development. This client is now one of Aventine's largest.
One of our recent projects involved the development of long-term measures of investor value.
Business Challenge
To develop a consistent, holistic multi-channel view of investor transaction behavior and understand the long-term value of various investor groups.
Solution
- Analyzed an extensive sample of investor balances and transactions to provide a comprehensive investor view
- Quantified the key fund and transaction behaviors for important investor groups
- Identified at each asset level significant trends during the investor's early years to better understand early-stage behaviors
- Developed ten-year investor value estimates
Results
- More strategic program development and budgeting
- Alignment of acquisition investment with expected long-term value
- Determination of the effect of higher service levels on balances and tenure for key, high-value investor groups
