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.
Hugo Fund Services, a Swiss representative specialised in alternative investment funds looking to market to qualified investors has announced its partnership with Edgefolio.