Articles For 3PM Firms

Sat,19May2012

For 3PM Firms

Third Party Marketers Association (www.3pm.org):

 8 Ways Third Party Marketing Firms Stay Relevant

October, 2011

An Introduction to Third Party Marketing

May, 2012

doc_iconArrow describes eight strategies third party marketing firms can use to grow their business and help build the credibility of the industry into the future.

> Download PDF

How Can Managers Show They’re Different?

May, 2011

How Do You Succeed With Manager Researchers?

August, 2010

doc_iconIn this article from FundFire, Arrow explains some of the ways investment managers can handle the tricky question, “How is your investment process unique?”

Because most managers devolve into cliché and passivity when this question is asked, Arrow advises managers to approach the question from a different angle in to devise a compelling response.

> Download PDF

doc_iconIn this article from FundFire, Arrow discusses the best ways to build relationships with managers at consulting firms – a potentially lucrative pipeline of business for many asset management firms.

We believe success has much to do with being well-prepared for the meetings and extremely responsive to requests for follow-up information.

> Download PDF

What Should Sales Do When PM Won’t Travel?

December, 2010

Manager/Client Relationships in the Current Environment

March, 2010

doc_iconIn this FundFire article, Arrow troubleshoots a vexing problem for some 3PMs: what to do if the portfolio manager will not travel to sales meetings. We allow that some legitimate excuses exist, and detail how online meeting software may help in some cases.

However, we conclude that PMs are a central component of the sales process and their unwillingness to be involved will affect asset growth.

> Download PDF

doc_iconIn this article from the March, 2010 copy of FundFire, Arrow addresses the question of what 3PMs should to maximize their existing relationships.

We argue that a regular, consistent communications strategy is vital. Open, honest communication, especially when there’s bad news to be delivered, is extremely important. Arrow advocates the use of online meeting tools to help facilitate communication.

> Download PDF

Smart Shopper

June, 2007

Third Party Marketing: Beyond the Basics

June/July, 2007

doc_iconArrow describes the 5 most important issues that need to be resolved between a 3PM and their client. the categories include:

  1. Structure of the agreement;
  2. Scope of the agreement;
  3. Sales & marketing support
  4. Financial commitment by the asset manager;
  5. Accountability

> Download PDF

doc_iconIn this article for MFA Reporter, Arrow lists the main issues and considerations in the manager-3PM relationship.

We describe many of the characteristics of good business relationships.

We also carefully detail some of the reasons why relationships are flawed, and the steps required to get them back on track.

> Download PDF

Tips from the Trenches: A handy Guide for Future 3PM Marketers

February, 2005

Interest in Third Party Marketing Soars

June, 2000

doc_iconIn this opinion piece from the Third Party Marketing Association, Arrow addresses several questions any person thinking about becoming a third party marketer must consider.

Among the issues we detail are long-term planning and proper capitalization, proper contract structure, picking good clients, and expense monitoring.

> Download PDF

doc_iconIn this press release, Arrow Partners explains the reasons for the explosive growth in the industry.

> Download PDF

Launch of the Third Party Marketers Association

September, 1998

 

doc_iconArrow Partners announces the formation of the Third Party Marketers Association. The press release names the founding members, as well as the rationale for forming the 3PM and the long-term goals of the association.

> Download PDF

 

CONTACT

Arrow Partners
3010 Westchester Avenue, 2nd Floor
Purchase, NY 10577
Tel: 914-251-1084   Fax: 914-251-1088
email us

FOUNDING MEMBER:

3pm-logo