Asset Managers

Gerson Lehrman Group (GLG) helps institutional investors learn about market trends, technologies, and legal issues affecting the companies they are researching by connecting them with highly specialized experts.

Current clients:

More than 500 asset managers around the world have licensed access to the GLG platform and actively tap the expertise of the GLG Councils^SM. Based in every major financial market, clients range from the world's largest mutual funds to small sector-specific hedge funds, from special situations and merger arbitrageurs to concentrated activist investors.

How GLG helps:

GLG's systems and Council Members add value at every step of the research process.

Primers - As investment analysts and portfolio managers initiate research in a new industry or investment theme, GLG delivers interactive tutorials from industry or scientific thought-leaders - often in-person via a one-on-one meeting or group Master Class.
Diligence - As asset managers narrow their interest to a particular set of companies, GLG arranges telephone consultations with hard-to-find outside experts on the products, services, or issues affecting those companies.
Specific Topics - Many investors use the GLG survey methodology to understand sales, pricing or supply-cost trends affecting an investment decision. Investors use these surveys to aggregate expert opinion and track market changes. Others commission custom reports in which leading GLG Council Members provide deeper insights on critical market dynamics.

Unique advantages:

Gerson Lehrman Group helps investment managers and their teams find suitable experts for their research efforts; engage experts through a variety of consulting methods; and manage the use and ongoing relationship with experts, all within a carefully structured and rules-based environment.

Find:

GLG's organization of 250+ Research Professionals use proprietary tools to identify, contact and evangelize the benefits of the GLG Councils to thousands of professionals from around the world each month. Investment analysts with urgent requirements can request accelerated recruiting of particular expert populations or individuals.
Once enrolled in the GLG Councils, experts are categorized within unique taxonomies, with dynamic questionnaires canvassing their experience with and knowledge of niche subjects. This continuous profiling helps GLG clients access targeted experts, even on short notice.
GLG assesses Council Member quality through the proprietary GLG CouncilRank^SM algorithm. By enabling over ten thousand consulting transactions each month, GLG has rich data on the demonstrated value of experts.

Engage:

Finance professionals do not have time to manage contracts and negotiate consulting fees for dozens of independent experts and consulting firms. GLG puts industry-standard contracting protocols in place before every interaction. Pre-set consulting rates and integrated payment procedures reduce strain on clients' finance departments.
GLG Research Managers can improve an investment professional's productivity at every step of the research process. They help frame the research question, present relevant experts and populations, propose the most effective screening tools, and facilitate complex projects and meetings.

Manage:

GLG provides easy-to-use Web-based software for analysts to rate, tag, share and search their directory of expert contacts. This eliminates the need to update personal address books and immediately improves the ease of communication among researchers, while enabling the entire firm to build a proprietary and shared knowledge base.
Compliance professionals can easily block, screen or monitor consultations using GLG's unique Oversight Dashboard technology.
For fund managers and accounting staff seeking to allocate research costs to specific individuals, ideas, and P&Ls, GLG provides tools to track usage and manage spending.