Welcome to LuminAM , Asset Management Advisory info@lumin-am.com

Our Services

We provide quality services that our clients can implement directly for sales meetings, marketing their products, developing their strategies, and assessing their position in the market.
Our services can be divided into two categories
  • Ad hoc requests: one-time, short-term analysis with a delivery time of only a few hours, or complex, comprehensive analyses – billed hourly and unbureaucratic
  • Regular updates: recurring analyses on previously agreed topics and products for a predetermined package price

 

Various departments can benefit from our services
Competitor Analysis

Our competitor analyses incorporate extensive fund comparisons and give our clients powerful sales arguments for their funds than can be implemented directly in Sales and Marketing, for example, in order to present the product benefits objectively and transparently to the customer.

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Our competition analyses include the following steps:

  • Identifying suitable competitors based on various criteria
  • Detailed qualitative and quantitative analyses of performance, risk, volume, investment processes, etc.
  • Results with commentary and a calculation of the fund’s relative position in the market, in order to develop a bespoke sales strategy.
Market Research

Our market research analyses show current market developments and trends, and provide profound insights into complex markets, which are especially useful for strategic decisions at higher management levels. In addition to net fund flows with respect to products and competitors, our analyses also include comments on market developments and shed light on potential growth opportunities.

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Other Services

We are on hand to support you with further customized analyses, including:

  • Convincing presentations for your client meetings and Marketing department – integration of your corporate design included
  • Pictures say more than words. We can help you find the right image for your strategy
  • Screening your competitors’ websites for current developments and marketing activities