STRATEGIC INVESTMENT ADVISORY AND ANALYTICS SERVICES
We offer strategic advisory services within the investment management industry. This includes evaluation of and advice to investment businesses as well as differentiated analytics and perspectives to enhance frameworks and improve decision-making.
We believe in experienced, trusted networks and small focused teams. Therefore our approach involves being collaborative; independent; transparent; focused and nimble. Where needed we collaborate with a range of trusted partner businesses to ensure we offer only the best expertise and skills to our clients.
About ML Analytics
Welcome to ML Analytics website and blog. ML Analytics was founded by Mark Lindhiem in 2019 out of a passion to help investors make better investment decisions to achieve better results. Investing is hard – but, it does not have to be complicated. The more complicated an investment approach or strategy, the more likely it is to go wrong at some point. Therefore a founding belief of ML Analytics is that a simpler approach to investing is often far better. Another founding belief is of taking a more evidenced-based approach to investing. Investing is uncertain, therefore one needs to consider decision-making in the context of probabilities and to seek to reduce or eliminate efforts in areas where it has been proven over time that consistently adding value is improbable.
About Mark Lindhiem
An experienced strategic investment professional with a career spanning over 20 years in South African and Global asset management, including fund and manager selection, portfolio construction, risk management; investment governance and broad investment strategy. Mark is able to assist any investment business or fund to navigate their strategy and growth path; and to understand the critical elements required to operate and achieve success in today’s complex investment environment.
- Business strategy
- Fund and investment landscape
- Manager / Fund selection
- Portfolio construction
- Investment decision-making
- Investment fee assessment and negotiations
- Investment governance and risk assessment
Advisory services for asset managers and investment businesses
Being a successful investor is not the same as running a successful investment business. The old adage that if you deliver the right results (returns) the investors will come, is simply not true. There are many elements to running and growing a successful investment business today. There has never been a time where competition has been so high; talent so skilled and markets so tough – or so it feels!
Investment fees and costs assessment services
Do you know how much you pay for your investments and whether you get value for money? There are some basic principles which investors should apply and some simple analysis which we undertake, to ensure that you pay a reasonable price for your investments.
Independent investment strategy reviews
When last did you review your investment strategy and results? Many providers in the industry are eating up the value-chain by becoming vertically integrated, which may (should) mean you get better value for money (cheaper services) through their economies of scale. But is this happening and how would you know? Are you able to assess your strategy through an independent lens?
Work we’ve done
Strategy and distribution work for boutique hedge fund manager.
Global strategy review for large pension fund.
Investment fees and costs assessment for listed company retirement fund.
Strategy evaluation and assistance for start-up fintech asset manager.
Comprehensive strategy review for asset manager shareholder.
For decades, investors have obsessed over the notion of “beating the market” or finding the best fund managers who can. In industry marketing jargon, this is called generating “alpha”.
There is however no fancy Greek term for the high fees you pay for this privilege.