Manager Targeting

WITH MORE THAN 20,000 PROFESSIONAL INVESTORS REGISTERED WITH THE SEC, it takes skill to find the portfolio managers whose investment philosophies and objectives are in sync with your company.

DeMarche has spent the last 27 years building the industry's most comprehensive database of institutional quality investment management firms. An integral part of our investment consulting practice is knowing the behind the scenes details of how portfolio managers pick stocks. And because we serve as the link between fund sponsors and portfolio managers, institutional investors seek us out to provide us with the most current information about their firms.

With our proprietary analytical tools, DeMarche identifies potential investors who best fit with your company's current characteristics. Additionally, we provide strategic manager targeting to cultivate new groups of investors to own your company's stock as its valuation and life cycle change over time.

DEMARCHE APPROACH TO INVESTOR TARGETING

We apply our analytical tools to determine the investment style that best matches your company's unique risk, return and liquidity characteristics. This analysis identifies the key drivers of your stock price as they relate to managers' investment styles, such as growth and value. This information focuses targeting efforts on investors whose style and stock selection criteria match your company.

Once this analysis is complete, DeMarche will identify qualified investors from several sources.

THE DEMARCHE MANAGER DATABASE

We categorize investment management firms with multi-dimensional style codes that identify investment styles, the universe from which they build portfolios and specific selection criteria. Critical information about investors is summarized in DeMarche Manager Profiles, which enable you to focus your discussions about your company on areas of greatest importance to each manager.

LIVE PORTFOLIOS

Each year DeMarche performs comprehensive investment diagnostics and attribution analysis on thousands of actual equity portfolios for our investment consulting clients. Access to these portfolios enables us to identify investors who currently own your industry peers, companies you specify, and companies with similar investment characteristics.

13FS, OTHER FILINGS AND MUTUAL FUND DATABASES

In addition to the sources outlined above, we can access the traditional sources of investor targeting, such as 13f filings and the various mutual fund databases.