Strategic Intelligence

www.strategicintelllc.com

Consulting and Advisory Services for Investment Managers and Asset Owners Strategic Intelligence’s proprietary consulting platform delivers comprehensive advice to investment management firms and asset owners. Our platform leverages two decades of experience in manager research and portfolio management to provide impartial and transparent analysis of our clients’ portfolios, investment strategies, products, policies, and business plans through the lens of an asset owner. Strategic Intelligence constructs tailored consulting and advisory solutions for investment managers and asset owners. Our insights provide the foundation to confidently navigate the rapidly changing institutional investment environment. Our consulting and advisory solutions: -Facilitate business growth, efficiency, and performance objectives -Improve understanding of weaknesses and risks in investment execution, process, team, and business -Help investment firms understand how investors perceive their strategies and products -Assist asset owners in executing on their investment objectives and strengthening their fiduciary oversight Strategic Intelligence has extensive experience partnering with asset owners and traditional and alternative investment management firms regardless of location, size, complexity, or age. Investment Managers: -Banks/Insurance Companies -Broker/Dealers -Family Offices -Hedge Funds -Real Estate Firms -Private Equity/Debt Firms -Registered Investment Advisors -Traditional Investment Managers Asset Owners: -Endowments and Foundations -Family Offices -Plan Sponsors

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Consulting and Advisory Services for Investment Managers and Asset Owners Strategic Intelligence’s proprietary consulting platform delivers comprehensive advice to investment management firms and asset owners. Our platform leverages two decades of experience in manager research and portfolio management to provide impartial and transparent analysis of our clients’ portfolios, investment strategies, products, policies, and business plans through the lens of an asset owner. Strategic Intelligence constructs tailored consulting and advisory solutions for investment managers and asset owners. Our insights provide the foundation to confidently navigate the rapidly changing institutional investment environment. Our consulting and advisory solutions: -Facilitate business growth, efficiency, and performance objectives -Improve understanding of weaknesses and risks in investment execution, process, team, and business -Help investment firms understand how investors perceive their strategies and products -Assist asset owners in executing on their investment objectives and strengthening their fiduciary oversight Strategic Intelligence has extensive experience partnering with asset owners and traditional and alternative investment management firms regardless of location, size, complexity, or age. Investment Managers: -Banks/Insurance Companies -Broker/Dealers -Family Offices -Hedge Funds -Real Estate Firms -Private Equity/Debt Firms -Registered Investment Advisors -Traditional Investment Managers Asset Owners: -Endowments and Foundations -Family Offices -Plan Sponsors

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Country

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State

New York

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City (Headquarters)

Scarsdale

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Employees

1-10

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Founded

2018

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Social

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Potential Decision Makers

  • Owner

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  • President

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  • Founder

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  • Director of Operations at Strategic Health Intelligence

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Technologies

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