For Managers
Outsourcing non-core competencies allows investment managers to focus on generating alpha. In addition, a third-party solution is often more economical. The experienced and innovative team at Hamersley Partners is accomplished in working with firms without prior marketing efforts, or will work in collaboration with existing marketing efforts. Hamersley Partners will identify the appropriate distribution channels, and energetically and effectively introduce your firm. Consistent and regular contact with prospective investors ensures they stay current with manager developments.
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Learning about your organization
- Review the organization
- Review complete organization structure and service providers
- Obtain necessary documents (ADV, presentations, client letters, etc.)
- Review progression of AUM and clients since inception
- Review the investment process
- Meet with and understand the past history and current roles of all investment professionals
- Gain in-depth knowledge of philosophy, process, portfolio construction, and risk management
- Assess marketing efforts to date
- Review marketing efforts since inception
- Obtain presentation material, client communications, and completed questionnaires
Ongoing Marketing Services
- Enhance marketing collateral
- Sharpen or create presentation
- Create manager profile and advise on quarterly update
- Audit, activate, and populate databases
- Audit existing databases for accuracy and missing information
- Activate accounts with all relevant databases
- Develop and enhance answers to database questions
- Provide quarterly updates to databases
- Complete questionnaires
- Create answers library for questionnaires
- Identify pertinent sources for questionnaires
- Respond to requests for information
Ongoing marketing campaign
- Objectives of direct marketing campaign
- Notify contacts of new Hamersley Partners client and their product(s)
- Qualify contacts to ensure suitability
- Generate interest in onsite visits
- Raise assets
- Direct marketing program aimed at matching products with correct distribution channels
Direct marketing campaign steps
- Contact manager research staff, consultants, investment professionals, etc.
- Send targeted communications
- Email client and product information
- Follow up phone conversations
- Discussion of contact's initial interest, potential future interest, and any pre-qualifications
- Arrange conference calls, in person meetings, and on-site visits
- Send updates to qualified prospects
- Quarterly performance updates
- Situational updates - firm or market events, milestones
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