We're not an opportunistic distributor stacking mandates. We build lasting partnerships with a handful of carefully selected asset managers.
Our partnership philosophy
We favor lasting relationships, not stacked mandates
Deliberate selectivity
Maximum 3-5 simultaneous mandates per market. This voluntary limitation guarantees genuine strategic focus and unwavering attention to each partner.
Strategic alignment
We work exclusively with firms whose investment philosophy we understand and share. No 'catalog' representation.
Total independence
No banking shareholders, no distribution bias. Our only priority: our partners' commercial success in our markets.
« Working with Alforis means being chosen, not simply represented. »
Eligibility criteria
The fundamentals for successful collaboration
Registered UCITS or AIFM funds
Your structure must be regulated (UCITS V, AIFMD) with authorization to market in Europe. We support compliance setup if needed.
Minimum €100M AUM
Indicative threshold ensuring solid operational structure. Exceptions possible for spin-offs from recognized teams or highly differentiating strategies.
Clear investment thesis
Differentiating philosophy, demonstrable track record, explainable investment process. We refuse 'me-too' products without added value.
Marketing & compliance support available
Product documentation (factsheets, KIID/KID, SFDR), investor presentations, due diligence materials. We help with local adaptation but don't start from scratch.
Long-term commitment (>12 months)
Institutional distribution is a marathon. We seek partners ready to invest in a multi-year relationship, not opportunistic 6-month mandates.
Note: These criteria are indicative. Each application is evaluated individually. We decline approximately 70% of requests to guarantee the quality of our support.
Onboarding process
From application to commercial launch: 6 to 8 weeks
Initial confidential discussion
45-minute exploratory call to understand your objectives, validate mutual alignment, present our approach.
Marketing materials review
Audit of your materials (factsheets, presentations, track record). Identification of necessary adaptations for our markets.
Compliance & AFTPM validation
Verification of European passports, SFDR/MiFID II compliance, AFTPM code adherence. Mutual due diligence.
TPM contract signature
Finalization of commercial terms (retainer, success fee, geographic exclusivity), distribution mandate signature.
Market plan launch
Target mapping, roadshow planning, CRM integration, first institutional meetings. Let's go!
Initial confidential discussion
45-minute exploratory call to understand your objectives, validate mutual alignment, present our approach.
Marketing materials review
Audit of your materials (factsheets, presentations, track record). Identification of necessary adaptations for our markets.
Compliance & AFTPM validation
Verification of European passports, SFDR/MiFID II compliance, AFTPM code adherence. Mutual due diligence.
TPM contract signature
Finalization of commercial terms (retainer, success fee, geographic exclusivity), distribution mandate signature.
Market plan launch
Target mapping, roadshow planning, CRM integration, first institutional meetings. Let's go!
They trusted us
Testimonials from current partners
"In 18 months, our Alforis representative opened 7 institutional doors in Belgium, of which 4 resulted in mandates. Their market knowledge and selective approach make all the difference."
Equity Boutique (UK)
Head of Distribution • €800M AUM
Current partners (under NDA)
Ready to apply?
Let's start with a 45-minute exploratory discussion
Together we evaluate strategic alignment and determine if a partnership makes sense for both parties.
What you can expect from the first discussion:
- Presentation of your asset management firm and distribution objectives
- Assessment of fit with our approach and markets
- Frank discussion about mutual expectations and economic model
- Next steps if alignment confirmed (or transparent feedback if mismatch)
No obligation • Confidential • Response within 48h