Integrated Marketing
Success requires providing a consistent message to prospects, consultants and clients regarding your firm and its investment strategies. We can create material to give you more options for describing your firm and strategies under different circumstances--from a 30-second "elevator pitch" to standard full-length DDQs, as well as fact sheets, strategy profiles and presentation books. We can then update this material for you on a regularly scheduled basis.
Marketing Strategy
- Product Development and Positioning
- Developing Marketing Collateral
- Content Management
- Conferences and Speaking Engagements
- Thought Leadership and Social Media
Manager Search
- Meetings with Allocators, Investment Consultants, and OCIOs
- Respond to RFPs and DDQs
- Create RFP/DDQ Response Library
- Rehearsals for Finals Presentations and other Key Meetings
- Consultant Database Support and Resolution of Complex Data Issues
Client Service Support
- Write Market Commentary
- Respond to Client DDQs
- Update Fact Sheets
- Create/Update Meeting Books
- Review of Performance/Reporting Systems
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 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.
