Executive Summary
Investment Consultants role as a key intermediary to over 85% of asset owners in the U.S. and U.K. has led to manager research teams being inundated with requests to initiate coverage on new strategies, in addition to remaining current on existing manager offerings. Building relationships with this influential group is table stakes for the Consultant Relations team, who must gain access to and develop a relationship with these gatekeepers in order to obtain a place on their short lists.