Foreside offers a consultative approach to assist clients with their asset-raising plans for both registered and private funds. Foreside’s experience in and passion for collaborating with our clients to navigate the complex distribution landscape allows clients to leverage our resources. These include in-depth information about broker-dealer platforms, guidance on share class rationalization, best practices with regards to research teams, centers of influence and eligibility requirements, enhanced marketing opportunities, comparative fee analysis and introductions to our network of RIA wealth managers, family offices, gate-keepers and other relationships.
More extensive engagements involve a results-oriented, integrated approach to help our clients construct a long-term plan to raise assets. This includes the creation of a customized distribution strategy plan to complement a client’s existing asset-raising efforts. We also work with our clients’ sales teams to develop sophisticated sales strategies and advise on product positioning to help differentiate and gain access to opportunities.
Capital Connections events currently on hold due to COVID.