The Emerging Manager's Report
The Fund Manager's Marketing Manifesto

Alternative Investor Data

The issue with in-house and online investor databases
is that they are either:
Out of date or Very out of date
WFD has an annual subscription service that
updates investor profiles every day
WFD adds 25-50 investor profiles every week
Profiles capture "type of mandate" and "type of strategy" the investor is seeking
Profiles provide the fund size and
length of track record the investor is seeking

Investor Database Highlights

A global database of 20,000 investors
» 40% North America
» 40% Europe
» 20% Rest of World
14 investor Categories to choose from

Family Office

Family Office

Family Offices are private wealth management firms that service ultra-high net worth investors. Family Offices offer a total outsourced solution to managing the financial and investment activities of ultra-high net worth investors. Typically, these investors are discrete and difficult to identify. Whitehall Financial has extensive coverage of global family offices and updates the contact information every 90 days in order to reflect their internal organizational changes.

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Wealth Advisor

Wealth Advisor

Wealth Advisors are companies responsible for making investments on behalf, or providing advice to primarily individual investors. Many wealth advisors make recommendations or advise on alternative investments for their high net worth or affluent clients. Whitehall Financial covers the entire wealth advisor industry from groups inside of large financial institutions, to registered investment advisors and private wealth management firms. The contact information for wealth advisory firms is updated every 90 days in order to reflect their internal organizational changes.

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Fund of Funds

Fund of Funds

Funds of funds are investment vehicles that build portfolios of other investment funds. Whitehall Financials database of funds of funds include funds of private equity funds, funds of real estate funds, and funds of hedge funds. Whitehall Financial updates the contact information for funds of funds every 90 days in order to reflect their internal organizational changes.

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Endowment

Endowment

College and university endowments invest with alternative funds to provide them with the alpha necessary to produce top tier returns. Many endowments have an in-house management team capable of due diligence and manager selection. Whitehall Financial updates the contact information for these institutions every 90 days in order to reflect their internal organizational changes.

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Consultant

Consultant

Investment consultants work with institutional investors to help them meet their investment objectives, set asset allocation benchmarks and assist with manager selection on investment funds. Whitehall Financial updates company specific information for consulting firms every 90 days in order to reflect internal organizational changes.

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Private Bank

Private Bank

Private Banks are personalized financial and banking institutions that offer specialized solutions to a bank's rich, high net worth clientele. Private Banks were one of the earliest institutions to invest in alternatives for their absolute return and diversification capabilities. Whitehall Financial updates the contact information for private banks every 90 days in order to reflect their internal organizational changes.

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Insurance

Insurance Companies & Union Pension

Insurance companies pool their clients' risks to make payments more affordable for the insured. For some time, these companies have invested with alternative investments to provide income to achieve excess returns above traditional investment products. Some insurance companies are among the most sophisticated investors in alternatives. Union Pensions are increasingly utilizing alternative investment products to fund their obligations. Whitehall Financial updates the contact information for insurance companies every 90 days in order to reflect their internal organizational changes.

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Tax Exempt

Tax Exempt

Tax Exempt organizations are generally charitable groups that are exempt from all or certain taxes in their state or nation. These non-profit institutions invest in alternatives as a means of providing greater income to the group. Whitehall Financial updates the contact information for tax exempt organizations every 90 days in order to reflect their internal organizational changes.

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Foundation

Foundation

Foundations are non-profit charitable organizations that generate income through investments of its donations. Many foundations are investing with alternative investment funds to meet their overall funding requirements. Whitehall Financial updates the contact information for foundations every 90 days in order to reflect their internal organizational changes. If the firm uses an investment consultant to assist in manager selection, the consultants details are also included.

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Corporate Pension

Corporate Pension

Corporate Pension funds provide retirement income to individual employees. Both defined benefit and defined contributions pension plans require investments to fully fund their pension requirements. With a growing number of retirees, corporate pensions are increasing utilizing alternative investment funds to supplement their funding needs. Whitehall Financial provides updates every 90 days on company and contact information for corporate pension plans. If the fund utilizes the services of a consultant to make investment decisions, the consultant contact is also provided.

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Healthcare Pensions

Healthcare Pensions

Healthcare plans maintain foundations to increase the quality of the healthcare system. These institutions invest in alternative investments to gain better returns through further diversification of assets. Whitehall Financial updates the contact information for healthcare organizations every 90 days in order to reflect their internal organizational changes.

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Government Pension

Government Pension & Sovereign Wealth Fund

Government pension plans provide retirement income to governmental employees. Sovereign wealth funds are state-owned investment funds comprised of numerous financial assets including alternative investments. These funds have increasingly leaned on alternative investment products to gain better diversification and are one of the largest investors in alternatives based on total assets. Whitehall Financial updates the contact information for government pension plans and sovereign wealth funds every 90 days in order to reflect their internal organizational changes.

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