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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Level 1 - Hamersley Partners Marketing Evaluation
- Completion of Hamersley Partners Manager Scorecard
- Review of past sales and marketing efforts
- Review of existing marketing collateral
- Product competitive analysis
- Presentation of Hamersley Partners Marketing Evaluation
Level 2 - Hamersley Partners Limited Engagement
- Hamersley Partners Marketing Evaluation
- Design of new marketing collateral
- Initial database population in a customizable list of industry-leading databases OR audit of existing database presence
- Consultation with experienced Hamersley Partners professionals on effective differentiation of your firm and product
Level 3 - Full Hamersley Partners Engagement
- Level 2 Engagement
- Updates to marketing collateral
- Database updates and maintenance
- Complete Sales and Marketing package including:
- Ongoing outreach via Hamersley Partners' existing relationships with our extensive database of potential investors
- Ongoing identification and completion of pertinent RFP's
- Presence on Hamersley Partners innovative website
- Level 3 Contracts will include
- A combination of retainer and/or incentive fee
- Initial contract length and momentum clause
- Capacity allocation in capacity-constrained products
- Delineation of responsibilities and standards of reporting
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