Methodology of Distribution
Manager Research is Uniform Across All Intermediary Channels
- Due diligence teams control nearly 70% of AUM.
- Whether a due diligence team resides in a pension fund, an investment advisor or a broker-dealer etc., there is uniformity across the industry in all segments of the manager selection process.
- Due diligence teams create allocation models for outcome based investments; introducing investment managers into these models is key for asset growth opportunities.
- Financial advisors inside these intermediaries are captive to the recommended list that the due diligence teams provide. Therefore, access to the advisor results from research approval.
Leveraged Distribution
- A small number of decision makers influences the investment decisions of a much larger demographic.
- A small, disciplined and experienced external sales force partnered with a well-trained, internal client service team, can effectively cover a very large asset base.
- Inclusion on intermediary platforms can drastically increase the size of the sales force promoting a product.