Manager Hires
Knowing what managers your plan sponsor targets are currently utilizing is critical to analyzing your competitive position and helping to properly prioritize your sales and marketing effort. As a result, Plan Sponsor Insight takes tremendous care to identify as many existing manager relationships as possible – in fact, we have currently identified over 50,000 individual manager mandates. This number continues to grow as we deepen our knowledge about each plan sponsor.
For each individual mandate we analyze the investment style, amount of the mandate and any consultant involved with the plan sponsor. In addition, our solution provides powerful drill-through capabilities so that you can not only view the managers used by a plan sponsor, but you can see all of the plan sponsors working with a specific manager – this view is critical as it allows you to be very targeted in your approach based on current market conditions and your competitive position versus specific managers.