Portfolio Strategy

The Basic Idea

In today’s market, making the choice to invest is the easy part of the equation. Figuring out when to invest, with which company, and how (stocks, bonds, or any one of the multitude of acronyms vying for your dollar) requires deliberate decision-making, thorough research, and a rational mindset.

Enter: portfolio strategy.

Portfolio strategy encompasses the decisions that investors make as they attempt to preserve or grow wealth for the future.¹ Without strategy, investors can fall prey to behavioral fallacies and act irrationally, putting their money (and potentially, reputation) at risk.

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From Insight to Impact: Our Success Stories

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About us

We are the leading applied research & innovation consultancy

Our insights are leveraged by the most ambitious organizations

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I was blown away with their application and translation of behavioral science into practice. They took a very complex ecosystem and created a series of interventions using an innovative mix of the latest research and creative client co-creation. I was so impressed at the final product they created, which was hugely comprehensive despite the large scope of the client being of the world's most far-reaching and best known consumer brands. I'm excited to see what we can create together in the future.

Heather McKee

BEHAVIORAL SCIENTIST

GLOBAL COFFEEHOUSE CHAIN PROJECT

OUR CLIENT SUCCESS

$0M

Annual Revenue Increase

By launching a behavioral science practice at the core of the organization, we helped one of the largest insurers in North America realize $30M increase in annual revenue.

Increase in Monthly Users

By redesigning North America's first national digital platform for mental health, we achieved a 52% lift in monthly users and an 83% improvement on clinical assessment.

Reduction In Design Time

By designing a new process and getting buy-in from the C-Suite team, we helped one of the largest smartphone manufacturers in the world reduce software design time by 75%.

Reduction in Client Drop-Off

By implementing targeted nudges based on proactive interventions, we reduced drop-off rates for 450,000 clients belonging to USA's oldest debt consolidation organizations by 46%

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