Understanding your unique story, automating your investment strategy, and scaling your success.
You know your strategy delivers value, but telling that story clearly, efficiently, and at scale is a challenge. That's where we come in: Strat-EG Partners builds tools that help you grow without losing what makes your firm unique.
Your edge engineered for growth.
A clear, three-step partnership built around your philosophy and executed on robust, systematic infrastructure.
Start with your story.
Every investment strategy has a unique origin — your philosophy, your client base, your edge. We help you uncover and articulate what makes your offering distinctive, whether it's a specialized market carve-out or an unconventional weighting methodology.
By clarifying your narrative and aligning it with what your clients truly value, we lay the foundation for a strategy that's not just differentiated — it's defensible.
Design with intelligence.
Once your story is clear, we bring it to life. Our proprietary methodologies streamline portfolio determination using liquid, transparent, and cost-effective techniques.
We also craft high-quality marketing materials, from analytics to commentary, that explain your strategy with precision and polish, helping you cut through complexity and connect with your clients.
Scale with confidence.
With Strat-EG Partners, you don't have to choose between innovation and simplicity. We combine the clarity and reliability of passive structures with the conviction and nuance of active management.
That means you retain your edge, justify your premium, and free up valuable time — all while giving your clients a product experience that's both compelling and easy to understand.
Experienced operators, working directly with your firm.
Strat-EG's founders bring over a decade of institutional indexing experience from shops like BlackRock, State Street, and Invesco to asset managers who deserve that same caliber of support.
Former product leader at ICE, LSEG, and S&P Global. Supported passive ETF, TRS, and future product launches across fixed income, commodities, and credit derivatives. Carnegie Mellon University alumnus.
Read full bio →Client-facing leader at LSEG and S&P Global. Supported BidCOMP, Information Mosaic, and FTSE Russell indices across the buy-side and sell-side. University of Utah alumnus.
Read full bio →Schedule a strategy consultation.
We specialize in helping asset managers turn complexity into clarity — and scale with confidence. Get in touch to schedule a call and explore how we can support your firm.
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