About

Mission Statement:
Third Party Marketers Association (3PM) is an association of independent, outsourced sales and marketing firms that support the investment management industry worldwide.

Value Statement:
3PM Members are properly registered and licensed organizations consisting of experienced sales and marketing professionals who come together to establish and encourage best practices, share knowledge and resources, enhance professional standards, build industry awareness and generally support the growth and development of professional outsourced investment management marketing.

Members of 3PM benefit from:

-Regulatory Advocacy
-Best Practices and Compliance
-Industry Recognition and Awareness
-Manager Introductions
-Educational Programs
-Online Presence
-Conferences and Networking
-Service Provider Discounts

3PM began in 1998 with seven member-firms. Today, the Association has more than 45 member organizations, as well as significant number of prominent firms that support 3PMs and participate in the Association as 3PPs, Industry Associates, Member Benefit Providers, Media Partners and Association Partners.

A typical 3PM member-firm consists of two to five highly experienced investment management marketing executives with, on-average, 10+ years experience of selling success in the institutional and/or retail distribution channels. The Association’s members run the gamut in products they represent. Members work with traditional separate account managers covering strategies such as domestic and international equity, as well as fixed income. In the alternative arena, members represent fund products such as mutual funds, hedge funds, private equity, fund of funds and real estate. Some firms’ business is comprised of both types of product offerings.

Want to learn how to supplement your current marketing and sales efforts? Start the process with just one click here.

Want to learn more about the benefits of 3PM membership? Click here.

^ back to top