Marketing Advice & Insights for Investment Managers
An assortment of think pieces, thought leadership, and how-to guides*.
All articles are PDFs for download.
The Basics of Third Party Marketing
- Six Reasons Why You Are Not Attracting New Assets
- What Third Party Marketers Do
- The Role of a 3PM
- eBook 1: The Basics
- eBook 2: Getting Started
- eBook 3: Structuring a Successful Relationship
- Market Making: Buy vs. Build
- Picking the Right Manager
- Manager Evaluation Criteria
- 31 Key Factors to Evaluate Investment Managers
- Marketing Readiness Assessment
- Why Managers Hire a 3PM
- How do you Succeed with Manager Researchers?
- Marketing ABCs: Manager Missteps You Can Avoid
- Gatekeepers: How They Work and How to Manage Them
- Communicating With Emerging Manager Platforms
- It's Not Magic: Emerging Manager Reality Check
- Shaping Sales Incentives: Three tips for Success
- Why Branding Matters
- Why Flawed Sales Goals Can Sabotage a Manager
Marketing Strategy & Insights
- Ten Things to Remember When Meeting with Potential Investors
- Hope is Not a Strategy
- Data is Your Product
- Tips from the Trenches: Getting Ready for Prime Time
- Tale Telling: What's your Story?
- Keeping Consultants Happy
- How Can Managers Show They Are Different?
- Meeting Baseline Marketing Collateral Expectations
- Sales Cycle: A Slow Race to the Finish
- 5 Topics for Your Mutual Fund's Strategy Session
- Neglecting Websites Can Be Fatal
- 5 Ways to Integrate Websites into Your Marketing Strategy
- 5 Tips for Content Marketing
- Content Strategy in 6 Easy Steps
- 16 Alternative Investment Trends
- How Can Managers Stay on the Map during Lulls?
- Another 550 Hedge Funds Shutter, Launches Tilt to AI, Quants
- Hedge Funds Can't Resist This Volatile Money-Losing Trade
3PM Current News and Press Releses
Check back soon.
* These pieces represent the opinions and recommended practices of the author, NOT the Third Party Marketers Association. Nothing provided herein should be construed as advice.