What We Do
Dier Associates provides integrated marketing support and solutions that are customized to the individual needs of investment management firms.
Marketing Strategy, RFPs and DDQs, Collateral, and Data Management
Since 2001, we have helped our clients win $ billions in new assets from manager searches. From the development of marketing strategy and collateral, RFP responses, and standard DDQs that effectively convey the competitive advantages of your firm, to providing ongoing support in each if these areas, we can increase your success in all phases of the manager search process.
We can organize your data to efficiently complete data tables in RFPs as well as maintain an effective presence in consultant databases. We'll ensure quality and consistency between database narratives, RFPs, and marketing collateral.
Using our industry experience and insights, we incorportate an allocator's perspective when providing solutions to investment managers.
Business Management and Strategy
We work with large investment firms, boutiques, and emerging managers to help them avoid or eliminate obstacles to developing new business. Besides partnering on Marketing and Distribution, we provide guidence and best practice advice on matters related to Organizational Structure, Operations, Client Reporting, Client and Prospect Communications, Compliance, HR Reporting, Diversity & Inclusion, and ESG.
Fundraising
Through our established relationships with allocators and investment consultants, we can help you raise capital for funds and separate accounts. To effectively help our clients in this area, we listen to what allocators and their consultants are looking for within the context of their asset allocations and investment policies. We have relationships with pension funds, endowments & foundations, family offices, and investment consultants.
Environmental, Social and Governance
For our clients who are committed to ESG, but don't have the time or resources to complete the application process to become signatories to the Principles for Responsible Investment (PRI), we help them complete their online application and can assist with their annual Transparency Reports. We stay informed about issues relating the Environment, Human Capital, Social Capital, Leadership and Governance, and Business Models and Innovation.
