The intelligence layer for boutique asset managers.
Weekly AI-powered signal scans. Delivered every Monday morning. Calibrated to your channels, your competitors, your strategic priorities — by a 25-year industry operator who led the AI research mandate for a top-ten global asset manager.
The intelligence gap at boutique asset managers.
Every week, across the 1,000+ firms in the boutique asset management universe, there are roughly 40 moments that matter to your business.
A competitor loses a mandate in one of your sleeves. A distribution head takes a new seat. A consultant rotates its focus list. A platform opens a new model slot. A firm launches an ETF version of a strategy you already run better.
The boutiques that act on these moments within a week win disproportionate market share. The ones that find out a month later spend the next year chasing.
Large asset managers have dedicated research and competitive intelligence functions. Boutique managers do not. Your distribution team is selling. Your product team is building. Your CEO is running the firm. No one is watching the whole field on Sunday night.
SIGNAL is what happens when someone does.
Every Sunday. Every Monday.
SIGNAL runs on the operational cadence at which you can actually act — not real-time noise, but the five or ten moments each week that matter.
The scan.
SIGNAL scans 1,000+ asset managers across seven sources: investment management news, SEC and international regulatory filings, earnings calls, executive moves, press releases, consultant research, and eVestment and Morningstar flow data.
Each firm is scored against your custom signal criteria — calibrated to your channels, products, and competitive positioning in a 2-3 hour workshop at onboarding.
The delivery.
Every Critical signal arrives with a firm summary, the signal’s strategic meaning for your business, a named contact with a verified email, and — at the Intelligence + Outreach tier — a draft outreach message tied to the specific signal.
High and Medium signals ship in the weekly digest. Once a month, 30 minutes with a senior advisor to refine your signal criteria as priorities evolve.
Built by someone who has been doing this for 25 years.
In 2019, a top-ten global asset manager commissioned Daniel Enskat to lead an 18-month global study on AI in investment management.
The mandate took him to the Allen Institute for AI in Seattle, the IDSIA AI research center in Lugano, EU AI research programs, Facebook, Amazon, Australia’s federal AI initiative, and dozens of other academic and industry labs.
The resulting 250-page report became the private blueprint for how that firm approached AI — and the beginning of a body of AI work that has since produced multiple applied products.
SIGNAL is the one purpose-built for boutique managers.
A decade as Global Head of Consulting & Research at Strategic Insight, leading a 45-person team that built the industry’s global asset management cash-flow database — integrating S&P, Morningstar, and Lipper data — and working directly with 300+ C-suite clients worldwide.
Global Head of Asset Management at Institutional Investor (Euromoney Group), running the firm’s CEO, CIO, CFO, and institutional investor institutes across the Americas, Europe, and Asia-Pacific.
Since 2013, co-founder of Warren Enskat Group, leading 75+ boutique transactions totaling over $200B in AUM — every engagement personally researched and led.
SIGNAL is built for the operators who sell.
Who own the revenue mandate.
Running teams of 2-8 salespeople, with no dedicated intelligence function, and a calendar that doesn’t leave room for monitoring 500 consultants and 1,000 peers manually.
Who own OCIO, consultant, and pension relationships.
Responsible for tracking mandate activity, consultant focus lists, and allocator movement across segments — at a scale that breaks manual monitoring.
Who sell directly at boutique scale.
Senior leaders who know that intelligence infrastructure is the one operating capability they can’t build internally at their firm’s current scale — and shouldn’t have to.
Start with a 90-day pilot.
Full Intelligence + Outreach service across both of your chosen tracks. The pilot fee is credited in full against the first-year subscription if you elect to continue. If SIGNAL isn’t delivering what you need by day 75, the engagement ends with no further obligation.