← Asset Managers & Hedge Funds
Winning & Keeping Mandates
Selling the strategy to institutions and intermediaries, and keeping the client once the money arrives.
1.1Prospect and consultant coverage1 wanted
Target allocators and investment consultants.
- Delivers
- Prospect list
- Led by
- Distribution & client service · with Investors & consultants
- Wanted
lp-targeting Rank prospective investors by allocation, strategy fit and relationship.
1.2RFP and due diligence questionnaire1 wanted
Answer requests for proposal.
- Delivers
- RFP response
- Led by
- Distribution & client service · with Portfolio manager, Risk & compliance
- Wanted
ddq-response Answer a due diligence questionnaire from the firm's approved answer library.
1.3Pitchinvestment-proposalpitch-deckib-check-deck
Finals presentation.
- Delivers
- Pitch deck
- Led by
- Distribution & client service · with Portfolio manager, Investors & consultants