Consultant Relations

Leverage Our Expertise


Conning is committed to providing a high level of transparency and communication to the consultant community in order to deepen its understanding of our investment capabilities and the solutions we provide to institutional clients.

Our experienced consultant-relations professionals utilize their deep understanding of the investment environment to educate consultants on specific investment offerings that help clients achieve their investment objectives. We strive to develop long-term partnerships with the consultant community by serving as a “trusted advisor” and providing value-added research and perspectives on key issues confronting institutional investors.

How We Work

Committed to building long-lasting relationships and helping consultants provide their clients with the best investment options and insights in order to meet their evolving needs and objectives; be the ‘trusted advisor’ for a clear understanding of Conning’s business and products.

Dedicated consultant relations team with specialized knowledge and experience serving the needs of the investment consultant community; a focused “point of contact” to support mutual client needs as well as potential new relationships.

Providing Conning’s perspective on investment, industry trends, and regulatory issues facing clients today; keeping consultants “in the loop” regarding firm happenings and product updates.

An essential conduit for consultant investment manager research and due diligence information requests; focused on providing timely communications and database updates.

Optimizing access to Conning’s key investment experts, client service and proprietary content; leveraging the firm’s resources to provide thoughtful research and investment knowledge.