Respecting Market Volatility: RED LIGHT FOR MARKETING

The markets have been volatile as of late. What does this mean for ongoing marketing efforts? Institutional research professionals, particularly those closer to client contact, often indicate that managers and marketers alike needed to exhibit greater sensitivity to what their day to day struggles are. What are the Institutional research professionals you are marketing to faced with? What deadlines and priorities do they have?

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Sandra Powers
Why Email Marketing is Dead and Marketing Automation is Thriving

As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive but no longer effective, and what is more expensive and more difficult to implement but more cost effective in generating quality leads and converting them into qualified prospects. In the digital age, that will be the difference between firms that are forced to exit their businesses and firms that survive and flourish.

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Donna DiMaria
Three Ways to Boost Your Salespeople's Results

Certainly, a case can be made that salespeople have the toughest job in an asset management firm. Amid constant pressure from management to produce and natural resistance from prospects, they spend their days calling and trying to covert leads into prospects. They schedule, conduct and follow up with meetings, orchestrate the team to bring to the table, and travel extensively.

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Donna DiMaria
Team Building - Internal v. External Resource Considerations

Firms are constantly contending with resources. Who should we hire and when? What can we outsource and will that work? The one surety is change. The firm’s needs will change as it grows. The firms desire for control of resources v. the value add they can provide will also change overtime. Here are some key questions firms should ask prior to making resource commitments, whether internal or external.

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Sandra Powers
Get Your Ducks in a Row - Meeting Baseline Marketing Collateral Expectations

Investment managers have an amazing opportunity through technology in the 21st century; technology has leveled the playing field in a way never seen before. Today, a one person investment management shop can compete for attention with a 500 person global organization through the power of technology. At least in regards to ‘being seen’ and ‘being heard’, managers have the opportunity to tell their story more efficiently and more broadly than ever before.

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Sandra Powers
The Role of a 3PM

One of the most important jobs a 3PM has is to help its manager clients determine which investors would be most interested in their product offering(s).  This will determine the distribution channels the 3PM will focus its efforts in.  To determine this, we consider a variety of factors such as the product, the vehicle it is being offered in, the benefits and risks of the strategy, terms such as minimum account sizes and fees, tax implications and many more.   

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Donna DiMaria