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Dakota Live! Podcast: Inside the Manager Research Process with DeMarche
Manage episode 450023439 series 3410815
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In this episode, we welcome Hunter Swanson, Senior Research Coordinator at DeMarche, a rising star in the investment consulting industry, to dive into the intricacies of manager sourcing, search, and selection.
Based in Kansas, and with over 50 years of history in guiding institutional investors, DeMarche helps clients develop custom investment strategies while maintaining consistency and transparency. The firm provides a comprehensive spectrum of services ranging from tailored Advisory Consulting to fully discretionary, Outsourced Chief Investment Office (OCIO) to help support their client’s fiduciary responsibilities.
Hunter shares insights into how managers can engage with DeMarche, the importance of a well-defined investment process, and key factors that drive manager approval. He also discusses emerging trends and asset classes that DeMarche is exploring, along with how they evaluate new managers for potential inclusion.
For asset managers looking to connect with DeMarche, Hunter provides actionable advice on navigating the entry points and the rigorous research process they use to identify the best investment partners.
Join us to learn how DeMarche’s comprehensive, long-term approach can help managers position themselves for success in institutional portfolios.
Don’t miss this inside look at the strategies and criteria DeMarche values as they support clients in reaching their financial goals.
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