What Third Party Marketing Does for Investment Managers:

What 3PM Does for Investment Managers

Third Party Marketing (3PM) enables investment managers to benefit from a professional, highly tailored sales and marketing strategy and helps control unwanted, fixed overhead costs.

Though 3PM firms are an outsourced solution, we are an integral part of a manager's operations: we are your partner.

3PM Firms:

  • Sharpen the manager’s story

  • Develop and execute the strategy

  • Create institutional-quality sales and marketing materials

  • Convert opportunities to assets


"Congratulations to the organization, and thanks, for the sophisticated and professional approach 3PM has taken on matters of great importance to 3PMs. All the while the SEC, MSRB, FINRA and the States try to reshape our world, 3PM has been central to the dialogue and impactful to the result."

Lisa Roth, Monahan & Roth, Former 3PM Board Member


The Typical 3PM Firm Profile

Typical 3PM Profile

Most Third Party Marketing firms consist of two to five highly experienced investment management marketing executives.

The firm usually has, on average, 20+ years experience of selling success in the institutional and/or retail distribution channels.

3PMs may also specialize in asset classes or market segments. For example:

  • Traditional long-only strategies such as domestic and international equity, small cap and large cap, value and growth style as well as diverse
    fixed income approaches.

  • Alternative asset classes including hedge funds, private equity, fund of funds and real estate.

  • Geographic focus in North America, Europe, Far East or Australia.

  • Market segment focus such as corporate and public pensions, endowments/foundations, insurance companies, sub-advisory opportunities
    and family offices.

For new and emerging managers,
differentiating themselves in a crowded marketplace is a challenge -
one for which a 3PM is ideally suited. 


Benefits of Membership

3PM offers membership in the Association to Investment Managers. Our Investment Manager members receive all of the same benefits that any other member would get.
Managers also have the opportunity to meet and network with all of the Association’s members.

Networking Opportunities

As with any industry, the investment industry has its own unique set of
business challenges.

3PM encourages informal networking among its members by providing members’ contact information; ample conversation opportunities throughout our Annual Conference agenda; and a collaborative rather than competitive atmosphere amongst its membership.


Vendor Discounts

3PM has negotiated significant discounts from several leading industry vendors for its members. The list of providers include: conference sponsors, performance measurement systems, analytical tools, database providers and industry newsletters and publications.

Have a vendor in mind with whom you would like for 3PM to seek a membership discount? Let us know.


Regulatory & Compliance

Regulatory and compliance issues are often cited as one of the most important benefits of membership in our Association.

3PM helps member firms to keep abreast of industry developments by offering webcasts focused on timely issues affecting most organizations as well as sessions at its annual conference. Previous webcast topics include 3PM / BD Relationships, Contracts, as well as regulatory updates which are applicable for both 3PMs and Investment Managers. Replays are available free to members on the Member’s Only page of the website.

Educational Offerings

Opportunity to learn about sales and marketing from experiences professionals.

3PM hosts a variety webinars, including its 3PM @ 3pm webinar series, which includes multiple sessions about a specific topic. Past webinars have included Manager Bootcamp, Sales in Difficult Environments, Launching Packaged Products and Marketing Efficiancy through Automation. Members have free access to past webinars sponsored by 3PM.


Annual Conference

3PM’s Annual Conference provides members an opportunity to network and discuss issues facing the industry. All topics and speaker presentations are geared specifically to 3PMs and Investment Managers to help members better manage their firms on a day-to-day basis.

Manager Exchange

Manager Exchange provides investment managers the opportunity to take the podium; to present their capabilities in front of a dedicated audience of highly experienced, industry leading third party marketing firms and receive feedback on their presentation.

Evaluators complete an active, real time and written assessment about your presentation—what works and what doesn’t, factors to consider and opportunities to pursue based on what they hear. You will receive notes from these industry experts, the inside scope and the real deal about what you are offering and what steps you should consider to improve your chances of success. Perhaps, along the way, you’ll also meet a marketing resource or two that could be instrumental in taking you to the next step.