WHO WE ARE
OUTLIERS ADVISORY
Outliers Advisory is the first independent firm in Brazil entirely focused on providing strategic consulting services for asset managers, with 15 years of experience analyzing both local and international Asset Management industries.
Outliers Advisory is the first independent firm in Brazil entirely focused on providing strategic consulting services for asset managers, with 15 years of experience analyzing both local and international Asset Management industries.
Outliers Advisory is the first independent firm in Brazil entirely focused on providing strategic consulting services for asset managers, with 15 years of experience analyzing both local and international Asset Management industries.
The number of asset managers has significantly increased in recent years, in an environment where large allocators are becoming fewer and more concentrated. To stand out, it's essential to go far beyond the old motto "just perform and the money will come." It's necessary to demonstrate differentiators not only quantitatively but qualitatively as well. This is where Outliers Advisory's consultancy can make all the difference.
STAND OUT IN THE FINANCIAL MARKET
HOW TO DIFFERENTATE YOURSELF
Detailed monitoring of the Asset Management industry; Assistance in identifying and connecting with key individuals within large institutions (who to speak with? with what message? when? with what product?)
What type of fund to have? What type of fund NOT to have? With what fees? With what service providers? At what level of volatility? At what levels of concentration?
Is the manager's speech truly compelling? Who is their target audience? Do the institutional materials (website/presentation/letters) accurately convey the management's activities? Do they pique the interest of allocators?
Is the corporate model competitive? Is it suitable for the current structure? Is remuneration discussed with the society? Is the structure dynamic or static?
Could the process be too "tight"? Or too "loose"? Can risk and concentration metrics be improved? How do allocators perceive your processes?
Does it make sense to expand into new fronts? With what profile of individuals? With what type of funds? Could acquisition or merger be a growth path?
WHAT DO YOU FIND AT OUTLIERS
COMPLETELY CUSTOMIZED CONSULTING SERVICES
ALLOCATOR EXPERIENCE DRIVEN INSIGHTS BACKED BY DATA
BLUNT AND FORTHRIGHT TALKS, NO SUGARCOATING.
GETTING DOWN TO BUSINESS: WE PROVIDE ADVICE AND HELP WITH EXECUTION.
WHAT YOUCAN'T FIND AT OUTLIERS
FUNDRAISING ASSURANCE
OUTSOURCING OF
OPERATIONAL TASKS
A BLIND EYE FOR GOVERNANCE ISSUES
STANDARDIZED
SERVICE
Samuel, a fund analyst renowned in the local scene, embarked on his finance career in 2009, gaining firsthand experience in the Asset Management industry from the client's perspective for nearly 15 years. He held pivotal roles at prominent allocators such as Royal Bank of Canada (RBC), Julius Baer Family Office (formerly GPS), Azimut Wealth Management, and XP Investimentos.
Having conducted hundreds of due diligences and over 3,000 meetings with asset managers over the years, Samuel founded Outliers Advisory. His approach is objective, delivering recommendations that are realistic and often hard-hitting, yet aligned with the genuine needs of managers striving for qualitative improvement and, consequently, enhancing the likelihood of achieving differentiated results in the long run.
SAMUEL PONSONI
THE SPECIALIST
Samuel, a fund analyst renowned in the local scene, embarked on his finance career in 2009, gaining firsthand experience in the Asset Management industry from the client's perspective for nearly 15 years. He held pivotal roles at prominent allocators such as Royal Bank of Canada (RBC), Julius Baer Family Office (formerly GPS), Azimut Wealth Management, and XP Investimentos.
Having conducted hundreds of due diligences and over 3,000 meetings with asset managers over the years, Samuel founded Outliers Advisory. His approach is objective, delivering recommendations that are realistic and often hard-hitting, yet aligned with the genuine needs of managers striving for qualitative improvement and, consequently, enhancing the likelihood of achieving differentiated results in the long run.
SAMUEL PONSONI
THE SPECIALIST
Samuel, a fund analyst renowned in the local scene, embarked on his finance career in 2009, gaining firsthand experience in the Asset Management industry from the client's perspective for nearly 15 years. He held pivotal roles at prominent allocators such as Royal Bank of Canada (RBC), Julius Baer Family Office (formerly GPS), Azimut Wealth Management, and XP Investimentos.
Having conducted hundreds of due diligences and over 3,000 meetings with asset managers over the years, Samuel founded Outliers Advisory. His approach is objective, delivering recommendations that are realistic and often hard-hitting, yet aligned with the genuine needs of managers striving for qualitative improvement and, consequently, enhancing the likelihood of achieving differentiated results in the long run.
SAMUEL PONSONI
THE SPECIALIST
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The investment fund market in Brazil is one of the largest in the world, with around 1,000 asset managers, nearly 30,000 funds, and over R$ 8 trillion in assets under management. Stay updated on industry data here, with monthly updates.
TRACK THE NUMBERS IN THE FUNDS INDUSTRY
THE ASSET MANAGEMENT MARKET
© 2024 - Outliers Advisory. All rights reserved. CNPJ 49.670.071/0001-90
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© 2023 - Outliers Advisory. All rights reserved. CNPJ 49.670.071/0001-90