Custom Strategic Consulting Engagements With the addition of Competitive Challenges to Greenwich Associates' Investment Management product offering, we are better able to provide a unique perspective on a firm's franchise - both in terms of external market perceptions and internal business and organizational realities. This expansion of critical thinking has resulted in Greenwich Associates marrying traditional research programs conducted amongst plans sponsors and investment consultancies with increasingly detailed knowledge about the fundamental operations of asset management firms. Customized strategic consulting engagements allow clients to tackle large firm-wide strategic issues with an outside perspective that is rivaled by none. Decisions that senior managers ultimately have to make can be aided by a Greenwich consultant who brings years of industry experience with dozens of peers in the market who have faced similar situations. In addition, a viable third-party can often influence other constituents who may also be part of the decision making process - bridging a gap between groups of thought that may have seemed too wide to conquer. And affecting change is a collaborative endeavor. Greenwich Associates can help. We have designed several modules to outline our capabilities. Each of these grew out of real problems brought forth to us over the years by asset managers. Module 1 - Positioning for the Defined Contribution wave Module 2 - Client Retention Module 3 - Acquisition Analysis Module 4 - Sales Process Module 5 - Pricing Policies Module 6 - Distribution Strategies Module 7 - Investment Philosophy and Process Call Rodger Smith at 203.625.5069 to discuss further. We would be happy to work with you and your firm.