Active manager facing outflows; Goldman Sachs alliance launched first private markets fund (Jul 2026)
Rob Sharps
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
25 Watch · 1 plan not yet started
Their priorities
Rob Sharps wants to stem active outflows by growing ETFs, retirement solutions and alternatives (OHA), and moving into private markets via a strategic alliance with Goldman Sachs (announced in 2025, which included a GS stake of up to $1B). unverified
Expense discipline while investing in distribution and tech. unverified
The Goldman alliance means co-developing retirement and wealth products with private markets, which needs product, ops and recordkeeping integration.
Plays to raise
Cost transformationCost & operationsIdentified
Why now: Active manager facing outflows; Goldman Sachs alliance launched first private markets fund (Jul 2026).
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Why now: Active manager facing outflows; Goldman Sachs alliance launched first private markets fund (Jul 2026).
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Why now: Active manager facing outflows; Goldman Sachs alliance launched first private markets fund (Jul 2026).
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Rob Sharps wants to stem active outflows by growing ETFs, retirement solutions and alternatives (OHA), and moving into private markets via a strategic alliance with Goldman Sachs (announced in 2025, which included a GS stake of up to $1B). unverified
Expense discipline while investing in distribution and tech. unverified
Why now: Active manager facing outflows; Goldman Sachs alliance launched first private markets fund (Jul 2026).
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Active fee compression, flows and key-person risk.
Head of Transformation
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
25 Watch · 1 plan not yet started
Their priorities
Rob Sharps wants to stem active outflows by growing ETFs, retirement solutions and alternatives (OHA), and moving into private markets via a strategic alliance with Goldman Sachs (announced in 2025, which included a GS stake of up to $1B). unverified
Expense discipline while investing in distribution and tech. unverified
Why now: Active manager facing outflows; Goldman Sachs alliance launched first private markets fund (Jul 2026).
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Active fee compression, flows and key-person risk.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.