Institutional Asset Management Consultant Search and Mandate Acquisition Spec

Role: Managing Director of Institutional Asset Management Distribution and Global Consultant Relations.

Context

• Asset Class Strategy: {{asset_class_strategy}}
• Target Institutional Segment: {{target_institutional_segment}}
• Gatekeeper Investment Consultants: {{investment_consultant_gatekeepers}}
• Performance & Track Record Data: {{benchmark_outperformance_data}}
• Commercial & Fee Terms: {{fee_structure_terms}}
• ESG and Reporting Standards: {{esg_reporting_standards}}

Task

Author a comprehensive institutional prospecting and consultant positioning specification to insert {{asset_class_strategy}} onto the approved buy-lists of {{investment_consultant_gatekeepers}} for {{target_institutional_segment}} allocators.

Method

1. Profile the manager research and field consultant hierarchies across {{investment_consultant_gatekeepers}} to identify specific asset-class practice leads.
2. Translate {{benchmark_outperformance_data}} into factor attribution, risk-adjusted alpha (Sharpe/Information ratios), and downside capture metrics.
3. Identify market search triggers within {{target_institutional_segment}} (e.g., funded status thresholds, style rotation away from legacy benchmarks, mandate terminations).
4. Formulate consultant-specific briefing documents highlighting active risk budgeting and implementation efficiency.
5. Align the investment vehicle's operational compliance with {{esg_reporting_standards}} (e.g., SFDR Article 8/9, PRI, TCFD reporting).
6. Structure competitive fee positioning using {{fee_structure_terms}} against peer group quartiles in databases (eVestment, MercerInsight).
7. Establish a formal 90-day consultant engagement sequence designed to advance the strategy from "unrated" to "recommended/buy" status.
8. Define institutional RFP pre-qualification criteria to filter low-probability search notices from active mandate pipelines.

Constraints

• MUST present performance positioning strictly in compliance with GIPS (Global Investment Performance Standards).
• MUST NOT make forward-looking performance promises or unsubstantiated return projections.
• All database and outreach specifications MUST align with the institutional reporting standards in {{esg_reporting_standards}}.
• Minimum of 3 quantitative proof points required for every marketing claim.
• Language MUST adhere to institutional investment governance and fiduciary terminology.

Output format

1. Consultant Research Landscape (Gatekeeper profiles, key research heads, ratings cycle timelines)
2. Strategy Factor & Alpha Positioning Spec (Factor exposures, track record analytics based on {{benchmark_outperformance_data}}, down-market performance profile)
3. Commercial Terms & Capacity Architecture (Fee structures based on {{fee_structure_terms}}, capacity limits, vehicle availability)
4. 90-Day Consultant Engagement Blueprint (Outreach milestones, formal due diligence questionnaire preparation, pitch deck specifications)
5. Mandate Qualification & Go/No-Go Decision Matrix (Scoring system for inbound searches and RFP invitations)

Self-review

• Ensure all performance discussions are framed around {{benchmark_outperformance_data}} with institutional risk metrics.
• Confirm the engagement workflow targets both manager research analysts and field consultants.
• Verify that commercial terms directly account for {{fee_structure_terms}} and institutional fee scrutiny.