{"id":1760,"date":"2025-11-12T13:08:14","date_gmt":"2025-11-12T13:08:14","guid":{"rendered":"https:\/\/iqeq.com\/us\/case-studies\/shared-investor-relations-outsource-model-for-global-private-markets-firm\/"},"modified":"2026-03-25T15:16:33","modified_gmt":"2026-03-25T15:16:33","slug":"shared-investor-relations-outsource-model-for-global-private-markets-firm","status":"publish","type":"case_study","link":"https:\/\/iqeq.com\/us\/case-studies\/shared-investor-relations-outsource-model-for-global-private-markets-firm\/","title":{"rendered":"Shared investor relations outsource model for global private markets firm"},"content":{"rendered":"
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Case study<\/p>\n

The client, their challenge\u200b<\/h2>\n

Our client is a global private markets investment firm headquartered in the U.S. with assets under management of approximately $200 billion.\u200b As part of a firm-wide initiative to identify cost reduction opportunities while achieving efficiency and scale gains, they needed to partner with an outsourced provider with investor servicing expertise.<\/p>\n

Their challenge was finding a partner that could supplement existing investor relations staff, allowing existing team members to focus on items mutually agreed to be higher in risk and complexity. They needed a solution that would maintain service quality while creating operational efficiencies across their investor relations function.\u200b<\/p>\n

Our solution\u200b<\/h2>\n

We assigned five dedicated IQ-EQ resources (including two at manager level) to support the client\u2019s internal investor relations team. Working closely with them, we agreed on a risk-based categorization system for different tasks and responsibilities.<\/p>\n

We categorized activities as having low-, medium- and high-risk complexity:\u00a0 \u200b<\/p>\n