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Whether you're looking to expand your network of allocators or looking for the best advice on your allocation strategy, identifying the right investment consultant to work with is no easy task.

Preqin Pro's Investment Consultants search functionality can help you sort through the crowd of options available, and help you select just the right one.

Accessing the Search for Investment Consultants

To access this functionality, go the to the top navigation menu and select Search For > Investment Consultants:

Searching for Investment Consultants

With Preqin Pro’s Investment Consultants Advanced Search, you have access to an array of filters allowing you to trim down your search results by asset class, location, service coverage, alternative assets advised and more, depending on your preferences:

As per other searching functionality on Pro, once you have completed your search you can also:

Save your search for future reference with the Load/Save Search button
Keep track of selected service providers with the Add to Target List button
Add more data points to your search results with the Managed Columns button
Export your search results in Excel format for offline analysis with the Export button

All available from the top-right corner, above your table of results.

Navigating an Investment Consultant Profile

Once you’ve completed your investment consultants search, you can also access detailed profiles for each firm listed in your search results to help you start the conversation.

When clicking on a firm, you automatically land on the Overview tab of that profile. From there, you can:

Navigate across tabs to explore a firm’s contact hub, deals summary, or known clients
Use the left hand-side navigation menu to quickly access each section of a selected tab

The Overview tab gives you access to generic information about the firm, including a snapshot of the firm's background information, assets advised (broken down by asset class), services provided, related news, and office addresses.

The Contact tab allows you to find the relevant contact(s) best suited to your requirements within this firm, allowing you to filter them by role, location and asset class expertise, as well as the firm’s preferred initial contact method to effectively approach them:

The Deals Summary tab gives you access to the list of deals advised by the firm. Categorized by strategy, each deals list can be exported in Excel format for offline analysis:

The Known Clients tab gives your access to the list of known clients of the firm. From there, you can filter client by status (current vs previous) and export the list in Excel format for offline analysis:

As with any other profiles available on Preqin Pro, you can also:

Share it with your colleagues
Print it or export it in Word format for offline analysis
Add the firm to a target list
Or contact our Research team by email with any feedback you may have

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