Case studies

Cass has an impressive track record of research and consultancy projects for a range of organisations. These projects involved product testing, market trend analyses, data analysis and product launches.

Details of some of the Cass Consulting case studies can be found below. Find out how Cass Consulting has made a difference to industry-leading clients.

Much of the investment industry relies on the idea that fund managers can pick winners, avoid losers and beat their return benchmarks for investors. Cass academics found that a simple trend following strategy can help reduce downside risk dramatically without having a significant impact on returns. Credit Suisse launched a product based on this research.

Fidelity Worldwide Investment (FWI), an asset management firm commissioned Cass Consulting to look at the way British savers and investors have reacted to the RDR and specifically to its new charging regime.

BNY Mellon asked Cass Consulting to examine the way that defined contribution (DC) pension schemes are currently run, as they currently produce unsatisfactory results for many members.

The leaking of M&A deals can have significant consequences. The M&A Research Centre at Cass and Intralinks found that M&A deals that are leaked are 8 percentage points less likely to complete, but produce a 23 percentage points higher bid premium on average.

Cass Consulting research found that employees in family-run businesses are happier and more loyal than those in other firms, and this strength should be harnessed.

With the help of Cass Consulting, Barclays Wealth discovered that retail investors' habit of regularly adjusting their portfolio costs them up to 20% of their potential returns, and in some cases more.

The UK's best-known employee-owned business, the John Lewis Partnership asked Cass Consulting to look at the economic and social benefits of employee ownership, and assess the performance of such firms compared to conventionally-structured businesses.

Sugar-merchant Czarnikow has for many years been involved in the biofuels business in the Americas. Sensing that fast-developing Asian countries are a potentially massive market for biofuel, it asked Cass Consulting to produce a report predicting demand for biofuels in this region.

National Training Laboratories Institute (NTL Institute) remains at the forefront of innovation in organisational development and change. Through their work with Cass Consulting, NTL consultants moved away from a traditional 'diagnostic' approach towards a more discursive and dialogue-based approach to change.

Cass Consulting undertook research to test a new portfolio construction methodology developed by Financial Express (FE). Using a review of the literature to confirm that the methodology was theoretically sound, the team then provided a simulation, which confirmed that it could lead to improved investment performance.

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