A fundamental tenet of growing a successful institutional-focused investment management business is knowing which markets and consulting channels to target—and how to speak their language.

At Endeavour, we help managers launch, market, and grow investment strategies by developing an institutional brand strategy and distribution plan, building credibility, connecting with key decision-makers, and structuring their offerings to meet the expectations of consultants, OCIOs, and institutional allocators.

We help you answer the questions that matter:

• Is my firm prepared for institutional due diligence. Are we meeting industry best practices under the GIPS® framework?

• Which channels—consultant-led, OCIO, direct—are most likely to be receptive?

• How do I access and build relationships with manager research staff, field consultants, and OCIO teams?

• What’s the best approach to managing quarterly performance reviews and reporting?

• What operational infrastructure is required to compete in institutional mandates?

• How do I deliver consistent, professional service after the sale?

From strategic messaging and platform access to client servicing and retention, we provide the insight and hands-on support to help you compete—and win—in institutional markets.

Let’s refine your institutional strategy.