When building a separately managed account platform, one of the most crucial and often painstaking steps is conducting a manager search and executing the due diligence process.

On a very base level, the financial services industry is like many others in that it feeds off the law of supply and demand. So when setting up shop for the wealthy investor, the best way to get off the ground is to identify a market or product need, whether it be a fixed-income or a small-cap equity offering. Once that need has been identified, initial screens can be made.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.