As an investor, you have a lot of choice in managers. You might often have an email inbox flooded with factsheets and managers approaching you, along with other service providers. It is an allocators job to review and allocate to new funds, but they also have specific mandates to fill, along with other preferences or requirements. Our job is to really listen to the allocator and understand their needs. We gather qualitative information in order to match them with managers that they do want to speak to. For the investor, acting akin to a free consultant.
We listen to investors and only connect them with a very small number of funds when there is a match. We are strict with who we work with, and will only take on a certain number of managers per asset class.