October 29, 2024
If you're in institutional sales selling to public pension funds or consultants, you’ve probably experienced the frustration of trying to keep up with public pension fund activity. It’s not uncommon to spend hours jumping from one pension website to another, downloading meeting minutes, and sorting through pages of information to find what you need.
Whether it’s tracking recent commitments, manager presentations, RFPs, or staff changes, this process is time-consuming and pulls you away from what really matters - building relationships and closing deals.
But what if you didn’t have to do all that legwork anymore?
At Dakota, we’ve been in your shoes, and we know how much of a headache this can be. That’s exactly why we created our Public Plan Minutes service. We’re here to take the hassle out of researching public pension funds so you can focus on what you do best: selling.
In this post, we’ll walk you through how our Public Plan Minutes feature can save you time and effort, helping you get back to what matters most. By the end, you’ll see how Dakota’s Public Plan Minutes can be the game-changer you’ve been looking for.
Public pension funds are constantly making critical investment decisions. If you’re selling to these organizations or their consultants, staying on top of this activity is key.
The problem?
All that information is buried in meeting minutes scattered across dozens of websites, often in different formats, making it a nightmare to gather and process efficiently.
Missed opportunities, wasted time, and delayed decisions are the reality for many professionals in this space.
At Dakota, we’ve solved this challenge for you. With our Public Plan Minutes, you no longer have to waste time hunting for updates. Our Data team does the heavy lifting, parsing through over 300 public pension funds’ meeting minutes to bring you the most relevant insights, including:
The best part? All of this is available with just a few clicks in Dakota Marketplace. No more manual searching. No more guesswork.
Using Dakota’s Public Plan Minutes is simple. Here’s how it works:
Log in to Dakota Marketplace.
Navigate to the Public Plan Minutes tab.
Search for the pension fund you’re interested in.
Within moments, you’ll see all the relevant activity surrounding that pension, including:
The date of the meeting.
Detailed notes on key discussions and decisions.
Associated meeting materials, such as presentations or documents.
No more hunting across websites or deciphering different formats. It’s all centralized, searchable, and easy to use.
By streamlining your access to public pension fund activity, Dakota frees up valuable time, allowing you to focus on what you do best: developing relationships, pitching new ideas, and closing deals. With everything you need in one place, you can stay ahead of trends, spot opportunities early, and make smarter decisions faster.
To better understand leveraging Dakota Marketplace’s Public Plan Minutes, book a demo!
Morgan Holycross is a Marketing Manager at Dakota.
