Think of the following scenario:
You start planning your trip long in advance before the actual event. You arrange the flights, the hotel, the material you need and you try to plan ahead your sales strategy. ” Who else is going there? What it the best elevator pitch I can use? How can I convince the Investors that I am the manager they should be speaking with?”
Many investors today focus the bulk of their attention on gathering information and data when it comes to manager assessment. From reading through documentation (DDQs, supplement, financial statements, presentations etc) to the analysis of performance series, investors certainly have their work cut out. But is this approach solid, or is it just scratching the surface?
The research examines big managers’ path to growth, providing a roadmap for all emerging and start-up managers as they make their way to $1bn AUM.
Our collaborative research with AIMA and GPP, “Making it Big” provides insights from larger, more established managers who blazed a trail in building a billion-dollar hedge fund business. The research examines their path to growth, providing a road map for all emerging and start-up managers.
Many regard asset management as a traditional, slow-moving industry. Its reluctance to innovate has seen it trail other areas of finance, such as trading and retail banking, when it comes to the adoption of technology. But this is changing.
Investors face tough decisions when deciding how to allocate capital. After all, choosing between thousands of funds is a complicated process.
Here are 5 simple questions investors ask when selecting a fund that’s right for them and how a fund should answer in order to give themselves the best chance of engagement.
For young and smaller firms, raising capital can seem like a never-ending job. It requires hard work, patience, and a willingness to continually knock on doors that show no signs of opening. Thankfully, you don’t have to do it alone. With the right software solutions, tools, website, and partners, your next round of funding won’t be nearly as stressful, awkward, or energy-depleting. Here are some ideas that will help you succeed.
When the landscape for assets is shifting in favour of cheaper, more liquid ‘smart’ products (ARP, ETFs, UCITS etc.) the industry will inevitably need to embrace the scale that technology offers in order to remain competitive.
As part of a subsequent series of posts I will aim to map out a technology utility belt that would make Batman envious (if he was a fund marketer). I’ll be diving into how fund marketers have been leveraging various technologies to growth hack their way to a happy place, and share some key learnings along the way.
Sales professionals are the face of the organization, the conduit of information, and the buffer zone to the PMs’ headspace. They have the ability to make or break the fund. So it’s important that salespeople are set up for success from the get-go.
In today’s piece we’re going to show you how to make a capital raising machine, and for the real connaisseurs, we will explore the potential pitfalls of the approach, and how you can leverage technology to do some of the heavy liftings and add some spice into the mix in our next piece.
It’s long been said that the Hedge Fund industry is a conservative one, in which old habits die-hard. Stop me if you’ve heard this one before:
Fund Marketer: “Thank you for your time, very nice meeting you.”
Investor: “You too, put me on your distribution list and we’ll follow up”
The marketer will oblige the request and add yet another email address to a growing and unwieldy distribution list.