Sub-Advisory Placement for Investment Managers
Our Sub-Advisory Placement service helps investment managers reach firms that hire outside managers to run investment strategies.
Strong Performance Alone Does Not Create Access
Strong performance alone does not create access to those opportunities. Managers also need to understand a potential partner's requirements, reach the appropriate decision-makers, and explain how their strategy fits.
We help with that work. We identify potential partners, prepare the manager's positioning, make introductions, coordinate due diligence, and support fee negotiations and follow-through.
Boutique Managers Seeking Sub-Advisory Relationships
We work with boutique investment managers, fixed income specialists, and other managers seeking sub-advisory relationships.
Our focus is firms with strong performance and a clear investment approach that need broader access to distribution and manager-selection teams.
From Strategy Review Through Due Diligence and Fees
We begin by reviewing the strategy, track record, business goals, and existing distribution relationships.
Together, we agree on priorities and identify potential partners. We then prepare for outreach, introduce the manager where there is a relevant fit, and support discussions as they develop.
We remain involved through due diligence and commercial discussions. The scope, timing, reporting, and responsibilities depend on the engagement.
Tell us about your strategy and the sub-advisory relationships you want to develop. We will review your note and follow up to discuss the opportunity.
Discuss Sub-Advisory Placement