Institutional Asset Management

Maximizing Asset Gathering in Underserved Institutional Markets

Patpatia & Associates works with both traditional and alternative asset managers to build sustainable growth in new institutional markets on both a domestic and a global scale. Our strategies include:

• Market segment strategy, including identifying and harnessing untapped opportunities (e.g. insurance cos., family offices, small-to-mid-sized institutions) and global expansion

• Offers and pricing optimized for specific target clientele

• Solution-based marketing programs including multi-asset portfolio construction and LDI to provide superior value directly to institutional investors that complement investment consultant relationships

• Institutional business infrastructure, including assembly of segment-specialized servicing, analytics, and technology platforms

• Marketing & distribution organizations and entry tactics tailored for each market’s unique competitive and regulatory needs