What is an Institutional Investment Consultant?

Below please find a definition of “What is an Institutional Investment Consultant?”

Financial Analysis Training & Glossary TermsWhat is an Institutional Investment Consultant?: f you are starting a hedge fund, working in the hedge fund industry, or trying to raise capital it is critical that you know exactly what an institutional investment consultant is and what their role is in the industry.

Here is a short video definition of institutional investment consulting firms that I recorded last week while speaking at a hedge fund conference in Japan.

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Institutional Investment Consultant

If you are wondering, “What is an institutional investment consultant?” then this video will be very helpful.  In the following video, I provide an institutional investment consultant definition and an overview of the services that institutional investment consultants offer.

Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. An institutional investment consultant is a person who is hired as an expert on investment managers and analyzes these investment funds for institutional investors.  
  2. The institutional investment consultant will typically help construct and even manage a portfolio of investment funds for their clients.  
  3. Institutional investment consultants will either have a discretionary or non-discretionary relationship with their institutional investor clients.
  4. So, an institutional investment consultant will have access to a collection of institutional investors.  This can be a highly valuable relationship for hedge funds and private equity funds looking to access institutional investors.
  5. However, many of these investors require a high level of assets under management in order to be considered.  

I hope that this video has helped you to better understand what an institutional investment consultant is and what services they typically provide to institutional investors.

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