ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs
ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs
Advising Managers on All Aspects Required to Win High-Quality Pools of Capital from the Institutional & Intermediary Markets
ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs
ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs
Advising Managers on All Aspects Required to Win High-Quality Pools of Capital from the Institutional & Intermediary Markets
About Us - Competitive Edge
WE PROVIDE IMMEDIATE ACCESS TO A LARGE NETWORK OF INSTITUTIONAL AND INTERMEDIARY INVESTORS AND THEIR CONSULTING FIRMS
The Investor Marketplace Views Us as Knowledgeable and Trustworthy Sources of Best-in-Class Specialist Investment Managers and Has Allocated Several Billion Dollars in Capital to the Managers With Whom We've Worked
Competitive Attributes
COMPETITITVE DIFFERENCE
COMPETITITVE DIFFERENCE
COMPETITITVE DIFFERENCE
We are seasoned professionals with experience in portfolio management, consulting, business development and client service. We advise investment managers on every step in the process required to attract and win high-quality pools of capital including, but not limited to, the following. In-depth development of sales and distribution strat
We are seasoned professionals with experience in portfolio management, consulting, business development and client service. We advise investment managers on every step in the process required to attract and win high-quality pools of capital including, but not limited to, the following. In-depth development of sales and distribution strategies and tactics across all key distribution channels; development of product positioning and product narratives relative to all key competitors that attract investor interest; competitor analysis; development of presentation and marketing materials; and presentation consulting and training to portfolio managers and all other professionals.
COMPETITIVE ADVANTAGE
COMPETITITVE DIFFERENCE
COMPETITITVE DIFFERENCE
The investor marketplace views us as credible, substantive and knowledgeable. We are viewed as trustworthy sources of best-in-class boutique investment managers. We provide managers immediate access to our global network of consultants and investors which includes many of the world's most prestigious institutional, consultant, OCIO, E&F
The investor marketplace views us as credible, substantive and knowledgeable. We are viewed as trustworthy sources of best-in-class boutique investment managers. We provide managers immediate access to our global network of consultants and investors which includes many of the world's most prestigious institutional, consultant, OCIO, E&F, SWF, financial intermediary, private bank, BD, RIA and family office organizations. Our proven, time-tested advisory approach greatly increases the odds of success for managers and significantly shortens the time needed for them to achieve success.
Results
COMPETITITVE DIFFERENCE
Results
We have consistently achieved leading results for our investment managers in regard to achievement of their desired level of asset growth; improvement in their competitive market position, brand recognition and reputation in the industry; and in the level of client service satisfaction of their investors.
Please see a partial list below of
We have consistently achieved leading results for our investment managers in regard to achievement of their desired level of asset growth; improvement in their competitive market position, brand recognition and reputation in the industry; and in the level of client service satisfaction of their investors.
Please see a partial list below of a number of the leading consultant, institutional and intermediary organizations with whom we have worked and won significant mandates from on a global basis.
Results-Partial List of Clients From Whom We've Won Mandates
RECENT MANDATES WON - PARTIAL LIST OF NEW INSTUTIONAL & INTERMEDIARY MANDATES WON - CONSULTANT, OCIO, E&F, PENSION, INSURANCE, DCIO, SUB-ADVISORY, BROKER-DEALER, RIA, PRIVATE BANK, FAMILY OFFICE - WON INDIVIDUALLY OR FOR/WITH MEMBERS OF TEAMS
$5.6 billion Broad Fixed Income mandate – Sub-Advised – Nationwide Insurance - Direct
$5.2 billion in DCIO mandates- Fidelity, Principal, TIAA, Empower, Alight, Voya, etc.
Marquette Associates & AndCo – CCM ACV, MCV & SCV Equity; Stable Value; Short Duration Government
Pierce Park Group& Raulin Inc – DIA SCV & SCC Equity; MDT Equity-varied; CCM SCV; Core-Plus FI
Highland Consulting - CCM SCV Equity; Core & Core-Plus FI
Asset Strategy Consultants, IPS and Bilkey-Katz – MDT Quantitative Equity; Short Duration FI
Many of the Largest Financial Intermediaries Globally - Private Bank, Multi-Manager, Wealth, B/D, RIA, Insurance, etc. firms – including SEI, Russell, Northern Trust Asset Management, Goldman Sachs, Morgan Stanley, Merrill, UBS, Wells, Fidelity, AMP, Schwab, Raymond James, Prudential SIRG, Nationwide, Aegon, Transamerica, JP Morgan, Bank of New York, Truist, SunTrust, US Bank, RBC, CIBC, BMO, Scotiabank, Power Corp-Canada, Investors Group-Canada, BNP, HSBC, Pictet, Julius Baer, Edmond de Rothschild, etc.
Each of the 20 Largest Defined Contribution Providers/Recordkeepers – Fidelity Institutional Retirement, Voya, Empower, Prudential Retirement, Ascensus, Principal Financial, Alight-Blackstone, Nationwide Retirement, JP Morgan, Bank of America-Merrill, ADP-Automatic Data Processing Retirement, John Hancock, Schwab Retirement, etc.
WE'VE WON MANDATES ACROSS An EXPANSIVE RANGE OF STRATEGIES
MANDATES WON ACROSS THE FOLLOWING INVESTMENT STRATEGIES – DIRECT AND VIA FUND-OF-FUNDS VEHICLES:
ALTERNATIVE STRATEGIES– have raised large pools of capital for a range of alternative strategies – private and public:
Credit-Focused: Private Credit; Private Lending; Mezzanine; Private Real Estate Lending; Global Distressed; CDS/CDX Hedged High Yield; Hedged IG Credit; Hedged ABS/Structured Product; Relative Value; Trade Finance Credit; Duration Management Overlay with Yield Curve Management.
Private Equity: varied – Growth-Stage Venture; Later-Stage Venture; Seed and Early-Stage Venture. Early-Stage Life Sciences. Varied Buy-Out strategies.
Real Estate/Infrastructure: Private and Public - Opportunistic; Value-Added; Core-Plus; Debt – US, Europe, Asia; US Farmland; Commodity-focused.
Equity-Focused: Varied Long/Short Hedge; Market Neutral; Statistical Arbitrage; Opportunistic; Activist (European Small Cap Activist); Commodity-focused; etc.
Tactical Trading Strategies: Global Macro; Managed Futures/Trend; CTA; Currency; Volatility.
MULTI ASSET CLASS STRATEGIES - a range ofdifferent Multi-Asset, Global Macro and GTAA strategies.
EQUITY STRATEGIES – diverse range of US/Domestic, Global, International, Emerging Markets – across almost all capitalization ranges.
LDI – with focus on Long Duration IG Corporate Debt.
Systematic Duration (Overlay) Management with Active Yield Curve Management.
Structured Product - varied.
Trade Finance Credit.
Contact Us
ASSET GROWTH PARTNERS LLC
Asset Growth Partners was Founded Expressly to Advise Investment Managers on All Aspects Required to Successfully Attract and Win High-Quality New Assets in the Institutional & Intermediary Markets in the US and Abroad
assetgrowthpartnersllc.com
200 South Wacker Drive, Suite 3200, Chicago, Illinois 60606
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