Today’s institutional investors come in varied form, presenting diverse requirements for performance, asset size, composite history, organizational infrastructure and reporting.

In addition to defined benefit plans, significant sources of investment capital include defined contribution plans, insurers, foundations, endowments, broker dealers, family offices and investment pools of all types. Meeting the performance, due diligence and reporting tests of these investors is just part of the task. The successful manager must also satisfy the requirements and earn the trust and approvals of the intermediaries and third-party information and rating agencies that serve them.


Succeeding in this demanding marketplace requires both experience and infrastructure – a sales and marketing platform beyond the scope and scale of many boutique and emerging managers.