Diversity advantage Progress specializes in diverse and emerging managers, backed by a proprietary database focused on asset management firms led by people of color, which open opportunities for ESG and inclusive investing mandates.

Institutional footprints With a 29-year track record and $6.5 billion in AUM serving large institutional clients, Progress can position as a trusted partner for mid-to-large institutional opportunities seeking multi-manager exposure and risk-controlled strategies.

Independent value As an independent, minority- and employee-owned SEC Registered Investment Advisor, Progress offers alignment and potential marketing angle for institutions prioritizing ownership diversity and fiduciary independence.

Recent collaboration Partnership with Kellogg to leverage Progress’ proprietary database signals openness to enterprise collaborations and potential cross-sell opportunities with corporate clients seeking diverse asset-management solutions.

Tech and outreach Existing technology stack and digital outreach tools indicate readiness for scalable client acquisition, data-driven marketing, and enhanced due diligence processes—useful levers for accelerating lead generation and workflows.