My independent company provides quality investment consulting advice in the Australian financial services industry to institutional, retail and high net worth clients. This advice is underpinned by over 30 years executive experience in macroeconomics, fund research and asset allocation at 'blue chip' firms such as Merrill Lynch, van Eyk Research and Perpetual Private.
Since 2001, I've conducted hundreds of manager reviews and thousands of meetings both domestically and overseas across all significant asset classes. When combined with insights from understanding the investment cycle in different economic regimes, the relatively small group of talented investment managers can be identified for detailed due diligence while risky managers and sectors can be avoided.
Areas of business focus for Douglas Funds Consulting include:
* strategic fund and investment research, for example, designing fund and ETF research processes for financial advisory groups;
* individual investment manager or fund reviews with clients including a leading retail rating house;
* asset allocation analysis at both strategic and tactical levels;
* investment committee roles; and
* 'fund manager whispering', coaching fund managers to prepare for assessment by rating houses and asset consultants.
It is a straightforward and affordable process doing business with us. Firstly, we meet and understand the scope of our client's project then provide a brief on how it will be solved. Sometimes Douglas Funds Consulting will use a trusted sub-contractor if the project is more involved. To date, projects have been completed across virtually all business areas.
I look forward to hearing from you.
Company Details
- Founded
- -
- Address
- Sydney, New South Wales 2000, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.douglasfunds.com.au
- HQ
- Sydney, New South Wales
Douglas Funds Consulting Pty Ltd Questions
Douglas Funds Consulting Pty Ltd's website is http://www.douglasfunds.com.au
Douglas Funds Consulting Pty Ltd's LinkedIn profile is https://au.linkedin.com/company/douglas-funds-consulting-pty-ltd
Douglas Funds Consulting Pty Ltd's industry is
Financial Services
Douglas Funds Consulting Pty Ltd's top competitors are
Laub Capital,
Evergreen Ratings,
Competence Club,
Osmo Partners,
Taranis,
Cadena Platforms,
Arc Entreprenad Ab,
Riskfacta Pty Ltd,
Yieldreport - Your Income Advantage,
Insync Funds Management.
Douglas Funds Consulting Pty Ltd's categories are Financial Services
Douglas Funds Consulting Pty Ltd's founding year is 2015
