Central source to coordinate all manager information and analysis
► Manager presentation, DDQ and Letters
► Manager Update Call Notes
► Historical performance versus benchmarks/peers
► Correlation analysis versus benchmark/peers
► Manager's audited financial statements
Facilitate the document preparation and submission process
► Subscription agreement
► Limited Partnership agreement
► Anti-Money Laundering review (AML)
Oversee the client on-boarding process
► Provide client website access
► Confirm investment activity
Monitor performance and provide logistical support
► Manager webinars
► Manager conferences
► Information on new products and funds