Identifying great investment management teams and unlocking monetization strategies for their businesses
Anchor is an independent, investment firm that specializes in partnering with both emerging and more established asset management firms to help solidify their businesses.
Where is the Opportunity?
BUSINESS STRATEGY & IMPLEMENTATION
As asset management rapidly evolves with product and technology innovation at the forefront, a successful manager must plan ahead, maintain a long-term perspective, and have the resources to sustain their business through inevitable changes
Constant Change
The industry never stops changing, investments continue to evolve, investors continue to look for new investment vehicles and product wrappers, while simultaneously moving into new jurisdictions that have new regulations
Business Model Consolidation
Controlling costs is crucial, investors will pay for alpha, however their overall willingness to do so is decreasing
Focus, Focus, Focus
Anchor focuses on building strong client relationships and selling multiple products
Hard to “Grow” at it Alone
Asset managers can grow their business by entering new distribution channels, new markets or launching new strategies
We are a trusted partner with a deep understanding of an asset manager’s business goals. We recognize the nuances and unique market factors, helping managers make more informed business decisions.
Meet the Founders
Anchor is comprised of former sales and business executives from large asset management firms. Their prior endeavors included sales, corporate strategy, deal sourcing and transactional structuring across corporate verticals including distribution, product development, operations and finance.
THE ASSET MANAGEMENT DILEMMA
“Smaller or emerging managers have historically shown more ability to add value, however they don’t have the resources to build their businesses properly and with patience. While larger, more established asset managers have the operational infrastructure necessary to win mandates from investors, but historically, most don’t provide long-term alpha.”
– Anchor Founding Partners
SPECIALIZED | INNOVATIVE | COLLABORATIVE | SUSTAINABLE
Partnering with Anchor
Leverage deep expertise in key operational drivers, strategic guidance and execution support at pivotal stages of your life cycle