Partnership
Can we increase assets under management for this portfolio manager in the medium term?
A successful partnership between the asset manager and the distributor is based on 3 pillars:
- professionalism on both sides,
- consistent goals, expectations and responsibility,
- both partners devote realistic resources to the initiative.
Our understanding of partnership is mutual exclusivity, in other words, a promise made by both sides to lead a profitable strategy to a commercially successful conclusion.
- We do not market competing investment strategies.
- Exclusivity is the obligation we have to anchor the key message of the strategy uniformly in the market, creating momentum and growth.
We provide access to institutional investors for investment managers. Our shared success needs time to grow, to:
- determine the value proposition of the investment strategy and to establish its uniqueness,
- adapt the market presence to target investors and consultants,
- build up a sales pipeline.