In the asset management space, distribution will make or break the success of a firm. As the industry continues to evolve, access now occurs at various levels with the advent of different fee-based or transaction-based platforms that can deliver a manager's expertise through separately managed accounts, unified managed accounts and the newer phenomena of model manager programs.

New funds and new firms face the greatest challenge to distribution as they typically lack a brand or historic track record that one can review. Such firms are typically not given access by the gatekeepers to the financial intermediary/advisor space and then must rely on marketing and a compelling narrative to get their new funds off the ground.There are steps an advisor can take when considering a new fund along with how an asset management firm can support their needs in this process.

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