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.
Pioneers in Brazil
100% Independent
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 Brazilian 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 strategies?)
What are the type of funds you should focus on? What are the ones you SHOULD NOT spend your time with? What fee arrangement suits better the Brazilian market? Which service providers should you pick? What is the ideal volatility range for strategies like yours? How concentrated should be your portfolio?
Is the manager's speech truly compelling? Who is your target audience? Do the institutional materials (website/presentation/factsheets) accurately convey your investment strategy? Do they pique the interest of investors?
Is the partnership model competitive? Is it suitable for the current company’s size and structure? Is the total compensation structure dynamic or static? Can it get better with minor changes?
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 YOU CAN'T FIND AT OUTLIERS
FUNDRAISING ASSURANCE
OUTSOURCING OF
OPERATIONAL TASKS
A BLIND EYE FOR GOVERNANCE ISSUES
STANDARDIZED
SERVICE
With over 15 years of hands-on experience in fund analysis and manager selection, Samuel delved into the finance world in 2009, honing his expertise through pivotal roles at renowned allocators such as Royal Bank of Canada (RBC), Julius Baer Family Office (formerly GPS), Azimut Wealth Management, and XP Investimentos.
Following extensive experience conducting hundreds of due diligences and engaging in over 3,000 meetings with asset managers, Samuel founded Outliers Advisory in 2023.
His approach is pragmatic yet forward-thinking, offering customized solutions designed to drive tangible results and foster long-term success.
SAMUEL PONSONI
THE SPECIALIST
Daniel Chinzarian entered the financial market through Taler Wealth Management in 2014 as an intern. Following a stint at Citibank in 2017 in Back Office, where he assisted in the bank's Funds platform, he joined Tecnisa's Business team, responsible for Real Estate Development processes. During this time, he was involved in a Joint Venture for several projects, overseeing the financial aspects for the developer.
Subsequently, he joined Guide Investimentos as a Real Estate Funds Analyst, focusing on Research. In 2020, he moved to XP Investimentos in the funds department, overseeing due diligence for new asset managers, monitoring Closed-End Funds (REITs, Agribusiness Funds, Infrastructure Funds, and Alternatives), and participating in the origination and partnerships of new products and managers. Following his departure from XP, he became a Partner at Outliers Advisory.
DANIEL CHINZARIAN
EQUIPE - SÓCIO
Henrique, a data analyst in the Asset Management Industry, monitors quantitative and qualitative aspects of thousands of funds and their managers. Certified by Anbima as an Investment Specialist (CEA), he has worked at an asset management firm and different investment offices.
Currently pursuing a degree in Economics at Insper, he has been involved in projects across different areas of the financial market through college leagues. He has also participated in an international immersion program with asset managers in New York.
HENRIQUE MOURA
EQUIPE - ANALISTA JÚNIOR
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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
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© 2024 - Outliers Advisory. All rights reserved. CNPJ 49.670.071/0001-90