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Performance Management System for Global Investment Manager

The Challenge

Drive a unique investment management approach through high growth. A highly regarded investment firm specializing in global market strategies was poised for rapid growth. Management desired to drive performance by building a solid foundation of shared mission and values and aligning the firm’s investment and operational areas to a uniquely effective risk management approach.

The Solution

Implement a performance management system. Management and investment professionals worked with Third River to create a Performance Management System of goal setting and ongoing coaching tied to strategic objectives and core values. Third River initiated a process for a rigorous goal setting and performance management conversations. Executive coaching and group dialogue played key roles in the process.

The Outcome

Sustained growth, unique positioning and employee ownership. The firm attracted equity investment by a large asset management company resulting in a partnership designed for significant equity participation and autonomy of the client’s management team and providing for continued growth of the firm.