Marketing in Volatile Markets

Challenging markets create marketing challenges, but they don’t have to. Regardless of how a manager performed through a tough period, here are some rules for the road regarding marketing. BE PROMPT WITH MARKET UPDATES Managers often shy away from getting their numbers updated in databases, providing estimated results where applicable, and updating their core collateral,… Read More


Looking to Raise Assets? Structure Matters

The seventh tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to understand that structure matters. Structure of firm and offering are critical elements to successful institutional asset gathering. Managers often think that ‘great performance’ will override these core elements.… Read More


Team Infrastructure Considerations

Managers come in all shapes and sizes and have a variety of histories. Regardless, institutions are looking to work with stable, well structured organizations. Depending on firm structure and history, here are the types of team hurdles managers should be prepared to address: Key man/woman, or married couples’ business ownership and/or portfolio management Family business… Read More