Case 01 · Asset management
Illustrative composite based on client work
An investment team that kept stalling at position sizing.
A long-only equity team at a multi-strategy fund. Six PMs, twelve analysts. Persistent friction at the position-sizing stage.
- Situation
- Discussions stalled at conviction-to-size translation. PMs described analysts as too cautious; analysts felt their work was being discounted.
- Approach
- Full-team Risk Type Compass®, mapped against role and decision authority.
- Insight
- The PMs shared similar risk dispositions; the analysts were more varied. Much of the friction reflected differences in risk disposition rather than analysis.
Outcome
A shared language for the disagreement. The team gained a shared language for distinguishing analytical disagreement from differences in risk disposition and redesigned its position-sizing discussions accordingly.
“Our analysts learned how to tailor investment pitches based on the risk profile of the portfolio manager they were pitching to. Our PMs started asking better questions of the analysts.”





