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Institutional performance advisory

Institutional performance advisory

Phocion’s Institutional Performance Advisory Service has been designed specifically for institutional firms with performance departments in place. The high demands of performance departments to service managers and clients, produce daily returns, run quality checks, and deal with an ever increasing number of ad hoc requests from various departments leave very little time and resources to deal with planning and continual long-term issues. Moreover, the access to expert level advice is a significant limitation even for performance departments of 5 to 10 people because of performance’s niche orientation. Phocion provides your firm access to this knowledge to be able to make informed decisions, steer it in the right direction, meet deliverables timelines and more. Phocion’s continual assistance will turn performance from an operational-centric focus to an analytical one.

How does it work?

  • The firm has unlimited access to Phocion’s feedback on any question, issue or idea that they are looking at.
  • Provide guidance to the firm who then has the choice of assigning the work internally, outsourcing it to Phocion at a pre agreed discounted rate, or a combination of both.
  • The objective is to provide sound counsel that the firm can implement in the most cost and time effective manner.