Product assessment
Review product structure, regulatory treatment and reporting requirements against the needs of prospective investors.
Product assessment · Structure reviewFor asset managers
Working with insurance investors
Assess whether your strategy meets insurer and pension investor requirements, then prepare your positioning, documentation and due diligence responses.
Product assessment and market preparation
Institutional positioning
Explain where the strategy fits in an insurer or pension portfolio and identify the investor groups it is suited to.
Investor positioning · Distribution strategyDue diligence materials
Prepare DDQs, investment papers and committee packs for institutional review.
DDQs · Investment papers · Committee packsExperience on the investor side
Richard has led insurance investment functions and worked in asset management. He draws on that experience when reviewing products and institutional materials.
Apex IPS does not act as a placement agent or provide regulated investment counsel. Engagements cover strategic analysis, product assessment and institutional materials.
Discuss a project
Email Richard with your requirements and timescale.