Accelerating Transformation with a Global Asset Manager
As a fast-growing alternative asset manager with a multibillion dollar asset base, our client was expanding rapidly across asset classes, industries, and geographies. With a focus on long-term performance, the client aimed to refine its people and culture strategy to ensure alignment, scalability, and sustained success.
“Our business is scaling faster than our organization.”
The idealis Approach
idealis partnered with the client to develop a research-backed culture and leadership strategy supporting scalable growth. Using our proprietary Culture Index, Values Assessment, and Real to Ideal Blueprint tool to understand the existing culture and identify what needs to shift.
The Transformation
With clear data and strategic insights, idealis worked with the executive team to design and implement a roadmap for transformation. This included efforts to enhance strategy, strengthen operations, and amplify human capital priorities globally, regionally, and locally across the firm.
Office-specific analysis of current experiences, bright-spots, and painpoints
Identification of firm-wide values & strategic guidance on implementation including partnership on a firm-wide experience to introduce the team to the values in action
Visual display of current sentiments and satisfaction broken down by location, department, leadership level, and tenure
Recommendations for key areas of focus across strategy, organization, and leadership
The Results
Following idealis’ engagement, the client successfully implemented key cultural and leadership shifts, leading to:
"Working with idealis gave us the structure and insights we needed to scale - without losing what made our firm successful in the first place."
Senior Executive
Financial Services
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