Strategic niche Position Progress as a specialist in diverse and emerging managers to attract institutional clients seeking inclusive, high-conviction multi-manager strategies and access to underrepresented asset managers.

Scale & capability Leverage Progress current assets under management and institutional client base to upsell larger, more complex multi-manager allocations with enhanced risk management and bespoke portfolio construction.

Partnership potential Highlight Kellogg partnership as a case study to prospects in consumer goods or other large corporate categories seeking diversity insights and access to an proprietary database of diverse asset managers.

Data-driven edge Emphasize proprietary sourcing, risk controls, and multi-asset capabilities across public equity and fixed income, including hedge funds, to appeal to institutions prioritizing rigorous due diligence and alpha with controlled risk.

Technology footprint Leverage awareness of the tech stack to discuss scalable, compliant digital engagement, onboarding efficiency, and secure data sharing with institutional clients, potentially expanding to tech-savvy allocators.