1. Start
  2. Advisory Services
  3. Consultant Relations

Consultant Relations

You provide excellent guidance.
We will guide you in the same way.

Complex decisions require competent support. That is why a team of experts is specifically responsible for the needs and information requirements of your consultants.

Support for consultants

External consultants are appointed to ensure transparency at the interface between institutional investors and asset managers, and to make sure the best managers are selected for both full and partial mandates. At the same time, consultants also have a growing need for information. The more complex mandates and mandate awarding processes are, the higher the requirements of the consultants in terms of processes, performance and risk parameters, as well as cost transparency.

13

More than 13 years with an independent team assigned to consultant relations & RFPs.

 

7

7 professionals support the needs of consultants.

21

The team has approximately

21 years of experience on average.

"Consultants make mandate allocation transparent. We provide comprehensive information."

Leigh Ann Kittell, CFA

Head of Consultant Relations & RFPs

Services

Source: DekaBank


Reliable contact

In order to meet these requirements quickly and reliably, a team of experts at Deka Institutionell takes special care in tending to the needs of consultants.

 

  • We directly inform you of product ideas, product development and modifications taking into consideration special restrictions including regulation.
  • We regularly provide you with information on common platforms such as eVestment, as well as for your own databases.
  • We explain our products to you, together with the portfolio managers, in face-to-face presentations.
  • We connect you to the expertise of DekaBank on all issues, including reporting, legal matters and taxation.

 

Comprehensive guidance

Our professional consultant relations team provides you with extensive informative material and is at your disposal to answer any of your questions. We support you throughout the entire mandate awarding process. This includes answering detailed questionnaires with the goal of acceptance on the short list. We also provide you with the documents needed for beauty contests. Preparation of the presentation is based on the priorities set by you and your clients. A customised and clear presentation should enable transparent decision making. And, of course, our support continues after a successful mandate for our organisation.

Contact

Leigh Ann Kittell, CFA

Leigh Ann Kittell, CFA

Head of Consultant Relations & RFPs

(+49) 69 71 47 - 31 91

Anja Etzel

Anja Etzel

Consultant Relations & RFPs

(+49) 69 71 47 - 23 98

Kazuko Leopold

Kazuko Leopold

Consultant Relations & RFPs

(+49) 69 71 47 - 22 97

Ildiko Weiss

Ildiko Weiss

Consultant Relations & RFPs

(+49) 69 71 47 - 38 93

Ursula Kroll

Ursula Kroll

Consultant Relations & RFPs

(+49) 69 71 47 - 31 26

Murray Burford, CFA

Murray Burford, CFA

Consultant Relations & RFPs

(+49) 69 71 47 - 30 81

Winfried Höh, CFA

Winfried Höh, CFA

Consultant Relations & RFPs

(+49) 69 71 47 - 59 06