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Partners - Member Benefits Providers

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3PM has partnered with the following Providers to offer its Members discounts to the following products and services. For more information about these offers, members should visit the Members-Only page on the Associationís website

Creative Markting Alliance
Creative Markting Alliance ("CMA") Association Management has successfully served a diverse range of international, national and regional association clients for nearly two decades. A full-service association management and marketing company, we offer turnkey solutions with expertise in Executive Leadership and Governance, Financial Management, Member Services, and Marketing Services including in-house design studio, interactive media and public relations. CMA’s PromoPlus Affinity Program offers discount savings and rebate money back to 3PM to boost non-dues revenue.

Financial Investment News  is the number one provider of sales and marketing tools for investment managers in the U.S. FIN offers 3PM Members an exclusive discount on FINsearches as well as their publications FINdaily, Nonprofit News and Emerging Manager Monthly.

Focus Point Press has been publishing relevant market, fund and investment news for industry professionals in its weekly publications since March of 2007.Our publications, which currently include Emerging Manager Focus and Public Fund Focus, are designed to appeal to executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planners, 401 (k) Plans, Investment Consultants, Brokers, Dealers, Rating Agencies, Lawyers, Accountants and High-Net-Worth Individuals. 3PM Members receive a discount off the standard prices of these publications

Informa Investment  Solutions, Inc.

Informa Investment Solutions, Inc. (“IIS”) provides investment professionals with customized systems and outstanding services for use in their own client relationships. PSN Enterprise is Informa’s web-based application powered by the PSN investment manager database, the most comprehensive data source for separate account information. PSN Enterprise gives you the ability to measure performance, conduct detailed statistical analysis and assess risk.3PM Members receive a substantial discount on the product’s standard list price.

Meridian-IQ is the newest, deepest and most up-to-date database of Registered Investment Advisors on the market and also represents the next generation sales and marketing workflow engine incorporating the deepest and most accurate advisor database, time management tools and business planning software. Meridian-IQ has been developed by a team with decades of combined experience working with hundreds of financial institutions to help them utilize information and tools to most effectively drive their sales, marketing and research efforts in the RIA channel. Meridian-IQ is the first system of its kind to deliver both the data and software tools needed to efficiently maximize your business with advisors. 

 

Opal Financial Group
Opal Financial Group coordinates leading institutional investment and securitization events in Europe, the United States and South America. Institutional investment conferences are designed for High-Net-Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401(k) Plans, Investment Consultancies, Brokerage Firms, Rating Agencies, Law Firms and Accounting Firms. 3PM’s Partnership with OPAL will provide members discounted registration to any of their conferences.

The Private Wealth Connection is designed to bring CIOs, CEOs, research analysts, managing partners and directors from RIAs, Bank Trusts and Family Offices together with innovative Fund Managers and PMs for a series of pre-scheduled, one-on-one, twenty minute, due diligence meetings.
RIAs, Bank Trusts and Family Offices are hand selected based on rigorous criteria and innovative fund managers/PMs are limited in each investment category ensuring a comprehensive representation of product offerings. 3PM’s Partnership with Private Wealth Connection will provide third partner marketer members and their clients a discounted registration to any of their events.

The next Private Wealth Connection event takes place June 9-10, 2014, at the Boston Harbor Hotel.  Call or email Karen Kelly for more information: 978/263-1334 or karen@connecteventsgroup.com

  • R.T.Hausler Strategic Marketing LLC helps investment marketers grow their AUM base and generate new revenue. Our creative ideas and specialized marketing skills help position money managers for sales success across institutional, retail and HNW distribution channels. 3PM Members and their clients will receive preferred (discounted) pricing on all referrals that lead to successful engagements.


StokTrib
starts with holdings-based style analysis, comparing your portfolio to the benchmark, and gives you the opportunity to customize the benchmark. Then StokTrib identifies successes and failures in both graphic and tabular detail, including a determination of statistical significance, even for short periods of time. StokTrib is superior in its benchmark flexibility, its identification of statistical significance, and its consultant-centric approach.  Evaluate Skill. Not Style. Not Luck. 3PM members receive a discount off of the standard list price.