For the Investment Managers

Welcome to the Investment Manager Section of the Progress website. This area is designed exclusively for Funded Managers who have an existing relationship with Progress and for Prospective Managers that would like to be considered for an assignment on the Progress platform.

Funded Managers

As a funded manager you may complete a number of activities through this link:

  • Report daily trades
  • Complete and submit your Quarterly Manager Update
  • Complete and submit your Annual Compliance Questionnaire
  • Download your Manager Information Package

Client Log-In
 

Prospective Managers

If you are interested in becoming a Progress Funded Manager, we suggest you first review the Manager FAQs section of the Progress website to answer some of the many questions managers have about the process and time frame for evaluating and funding managers. You should then complete the required Investment Manager Questionnaire and any applicable product addendums (i.e., 130/30 strategies, private equity), which can be obtained through the link below.

Progress evaluates and funds managers across a wide variety of multi-manager investment strategies including:

Equities

  • Domestic Equities (Value, Growth and Core; All Cap, Large, Mid, Smid, Small Cap and Micro)
  • International Equities (Developed, Emerging Markets, Regional, Country Specific)
  • Global Equities
  • Hedge Funds (Long-Short Equity, Global Macro, and Event Driven)

Fixed Income

  • U.S. Core and Core Plus
  • High Yield
  • Convertibles
  • Emerging Market Debt
  • TIPs (Global, U.S.)
  • Non-US Fixed Income (U.S. Pay, Foreign Pay)
  • LDI Strategies, e.g., Active Long Duration

To complete a Prospective Manager Questionnaire:

click here

(registration required)


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This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site.