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CHAMPLAIN INVESTMENT Partnership applicants must complete sections 1, 2, 3, 5 and 8.
For optional services complete 4, 6 and 7. If you are a
BrokerDealer, please also complete section 9. New Account
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01
Gather all relevant information about the emerging manager including background, experience, investment strategy, and track record.
02
Identify key criteria or factors that are important in evaluating an emerging manager such as performance, team composition, risk management, and alignment of interests.
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Who needs guide to emerging manager?
01
Investors who are looking to diversify their portfolios by including investments in emerging managers.
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Emerging managers themselves who want to present a comprehensive and well-organized information package to potential investors.
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What is guide to emerging manager?
Guide to emerging manager is a regulatory form that provides information about the firm's investment management style, strategies, and performance.
Who is required to file guide to emerging manager?
Investment managers who fall under the emerging manager category are required to file guide to emerging manager.
How to fill out guide to emerging manager?
Guide to emerging manager can be filled out online or submitted physically with all the required information accurately.
What is the purpose of guide to emerging manager?
The purpose of guide to emerging manager is to provide transparency and regulatory oversight in the investment management industry.
What information must be reported on guide to emerging manager?
Information such as investment strategies, performance data, and firm structure must be reported on guide to emerging manager.
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