Being a shareholder and Client at the same time: Good idea?
Scope
Key question was to advise on the pros and cons of being a shareholder and client concurrently.
Client
Captive internal OCIO for pension fund of multinational sponsor (> euros 30 bn).
Key deliverables
Key deliverable was a concise report.
Approach
We organised a 1 day workshop with different working streams with all stakeholders involved. A member of our advisory board was present for a quality check/challenge of the outcome.