Case studies / Asset management · Talent development

Future leaders and new starters at a global asset manager

A hybrid programme that began in person in Paris and moved online, with Boardroom.Inc for Future Leaders and TeamWork.Inc for new employees.

Client
A top 10 global asset manager
Relationship
Direct client since 2023
Simulations
Boardroom.Inc, TeamWork.Inc
Format
Level 1 in Paris, levels 2 and 3 online
Timing
January to March 2024
What next
Launch partner for Culture.Inc

At a glance

The challenge

The Global Head of Talent had a “big vision” for talent development across the business, and wanted business simulations to be part of it.

What we did

Boardroom.Inc for teams of identified Future Leaders and TeamWork.Inc for cohorts of new employees. Teams competed on net profit across three levels, each with its own facilitator.

What changed

The firm became our summer 2024 launch partner for Culture.Inc, with 12 sessions delivered across its geographies in three days.

These 3 sessions of simulation were much more efficient than any team building exercise. We indeed learnt by doing, and it has enabled us to develop our network.

Programme participantFuture Leaders and new starter cohorts

How it started

A big vision for global talent development

In April 2023 the Global Head of Talent at one of the top 10 asset management companies in the world, with €2.2 trillion of assets under management in 2024, began a conversation with our founder, Tim Dew, about a “big vision” for talent development across the global business, with business simulations as part of it.

Early discussions identified three areas: mid-level management development cohorts, ESG integrated thinking, and other applications, delivered through a blend of in-person and online sessions. It became clear that Boardroom.Inc would suit teams of identified Future Leaders, and TeamWork.Inc would suit cohorts of new employees around the world.

How it ran

Level 1 in Paris, levels 2 and 3 online

Every participant first joined an online overview: what experiential learning is, the science behind the simulations, and how business functions depend on each other. Teams of around 13 then met their facilitator for a walkthrough level and time with the company handbook.

Level 1 took place face to face in Paris, in a three-hour session. Two teams of employees played TeamWork.Inc and the Future Leaders played Boardroom.Inc, all competing on net profit. After level 1, each team reviewed its performance, reflected, and left with a plan for the online levels to come.

Levels 2 and 3 ran online around two weeks apart, with people joining from different time zones. That added a real hybrid working challenge: staffing, organising and communicating across locations while still running the business. A trading update went round after each level, and a winning team was announced after level 3, the equivalent of 18 months of trading, with star performers recognised.

Every Immersive Edge simulation runs over three levels of play for 5 to 15 people, with reflection between levels. Each level compresses 26 weeks of trading into 26 minutes. See how a day runs.

Facilitators

Neil Ballantyne CEO, Immersive EdgeWendy Zwart Business Manager, Immersive EdgeJames Choles Guest facilitator, Roffey Park Institute

Each of the four teams had its own facilitator throughout.

Feedback

What participants said

Participants gave anonymous feedback through a survey after the programme: whether they would recommend it, their biggest takeaway, what they learned about teamwork, and how the hybrid format worked for them.

These 3 sessions of simulation were much more efficient than any team building exercise. We indeed learnt by doing, and it has enabled us to develop our network.

ParticipantProgramme feedback

Meetings held between sessions enabled us to build a common view, prepare materials, organize tasks, and this ultimately is what made a difference.

ParticipantProgramme feedback

Don’t let a top-down org chart get in the way of good ideas flowing up.

ParticipantBiggest takeaway

Clear communication with leadership is key for performance.

ParticipantBiggest takeaway

What came next

Launch partner for Culture.Inc

On the strength of the TeamWork.Inc and Boardroom.Inc rollout, the firm became our official launch partner for Culture.Inc in summer 2024. The simulation asks a team to improve company culture and, through it, reverse the falling performance and reputation of a struggling hospitality business over 12 months of trading.

Staff who had already played with us were split into 12 online teams across the firm’s geographies. We delivered all 12 sessions in three days, with teams ranked on a balanced scorecard.

Reflections

Facilitator reflections

Throughout the programme, it was great to see participants demonstrating increasing collaboration, cultural awareness, and strategic problem-solving. Early on, teams engaged in proactive discussions, aligning their actions with key metrics like NPS and eNPS. Comparing simulation challenges to real-world issues clearly helped participants uncover valuable insights and test approaches in a safe, supportive environment.

It was particularly rewarding to see participants recognizing how culture influences performance, as they reflected on their strengths in inclusivity, communication, and empowerment. While some faced challenges with team dynamics or interpreting cross-cultural values, these moments provided valuable opportunities for growth and reflection. Their willingness to embrace incremental changes highlighted a strong commitment to driving meaningful cultural and organizational improvements.

Neil BallantyneCEO, Immersive Edge

With each level of the business simulation the participants showed notable improvements in teamwork and problem-solving skills to make sure the company they were running stayed in business with growing profits. As a team they found clever ways to share the available information efficiently and effectively, making use of each team member’s strengths and the considerable skills in the room.

I was most impressed to see that every team was so enthusiastic and very much involved, even in between the sessions. Starting by working together in one room and then doing follow-up sessions with participants dialing in from all over the world has its challenges. But with strong communication and attention paid to each other the participants were able to overcome these obstacles admirably and create a well-knit, high-performing team that involved every team member.

Wendy ZwartBusiness Manager, Immersive Edge

I had a great time working with the future leaders. At our first, in-person, session in Paris I asked the participants for their objectives and they mentioned being able to drive change, deal with time and people pressures, work on their ‘soft’ skills and be able to better understand dependencies across the system. The three levels of Boardroom.Inc, spread over three sessions from January to March 2024, certainly gave them the chance to focus on these areas as well as time to reflect on their performance (both team and individual) and apply their learning.

What impressed me the most about this group of leaders was their willingness to forget their job titles and get stuck into the roles I had assigned them. Collaboration and communication were both excellent, and I had to keep reminding myself that many of them were operating in their second (or perhaps third!) language. An added challenge was that because of work commitments we never had exactly the same group twice. This meant that the participants had to adapt in the moment (again reflecting real life), sometimes taking on new roles or mentoring others as the situation required.

James CholesGuest facilitator, Roffey Park Institute

Talent development at scale

If you are planning development for future leaders or new starters across locations, we can walk you through how a hybrid programme like this runs.

Talk to us →

CONTACT US

A Case Study about your company?

Contact one of our facilitators and ask about the possibilities.