The Allocator View Survey

Emerging managers receive a great deal of advice about what allocators want and very little data. This survey is an attempt to replace some of that advice with numbers.

Your responses are confidential. Results are reported only in aggregate, with no institution or individual identified. Nothing in this survey is a solicitation, and no response creates any relationship or obligation of any kind. Skip anything you would rather not answer; a partial response is genuinely useful.

Every respondent receives the full aggregate report before it is published elsewhere.

Jeff Eversmann, Meranti Growth, jeff@merantigrowth.com

Question Title

1. Which best describes your organization?

Public pension

Corporate pension

Endowment or foundation

Sovereign or state trust fund

Family office

OCIO or investment consultant

Fund of funds or multi-manager platform

Other (please specify)

Question Title

2. Approximate total assets under management.

Under $1B

$1B to $10B

$10B to $50B

$50B to $250B

Over $250B

Question Title

3. Which best describes how emerging managers reach your portfolio?

A separately branded program with a dedicated capital allocation

A defined sleeve within a broader program, not separately branded

No formal program, but emerging manager access is explicitly stated in our strategy or investment beliefs

Opportunistic only, with no stated preference

We do not currently commit to emerging managers

Question Title

4. How does your organization define an emerging manager? (select all that apply)

Fund I through III

Fund I and II only

First institutional fund

Firm AUM below a stated threshold

Years since firm founding

Diverse ownership requirement

No formal written definition