For Investment Managers
As an industry leader, Arrow Partners’ principals, Steve Rubenstein and Ken Rogers are a go-to resource for industry publications.
We have written and been quoted widely in industry publications, including Forbes, InvestmentNews, Pensions & Investments, MFA Reporter, Emerging Manager Monthly, Focuspointpress.com, and FundFire.
Arrow Partners’ Manager Selection Scorecard
The MSS is a qualitative and quantitative method of determining if a manager is the right fit for Arrow Partners.
An Introduction to Third Party Marketing
How Can Managers Stay on the Map During Lulls?
No investment strategy is in style all the time. In this Fund Fire article, Arrow Partners examines this conundrum and offers insight on ways managers can stay on the radar when consultants are looking elsewhere for investment options.> Download PDF
How Can Managers Show They’re Different?
In this article from Fund Fire, 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 order to devise a compelling response.
Smart Shopper
Arrow describes the 5 most important issues that need to be resolved between a 3PM and their client. the main categories are:
- Structure of the agreement;
- Scope of the agreement
- Sales & marketing support;
- Financial commitment by the asset manager;
- Accountability
Third Party Marketing: Beyond the Basics
In this article for MFA Reporter, Arrow lists the main issues and considerations in the manager/3PM relationship.
We describe some of the characteristics of good business relationships, as well as detailing some of the reasons why relationships are flawed, and the steps required to get them back on track.
Choosing a Marketer
In this article from Emerging Manager Focus (from focuspointpress.com), Arrow Partners’ principals use their experience working with their client, AH Lisanti Capital Growth, to illustrate how 3PM firms work, as well as detailing several of the 3PM industry characteristics.> Download PDF
Service Provider Series: Choosing a Marketer
In this article for the MFA Reporter, Arrow explains the various reasons why 3PM makes sense for many asset managers. We discuss several aspects of the industry, as well as several things that every asset manager should ask themselves when considering whether to hire a 3PM firm.> Download PDF
Interest in Third Party Marketing Soars
In this press release, Arrow Partners explains the reasons for the explosive growth in the industry.> Download PDF
Arrow Partners - Vision, Values, Methods, Obstacles, Measures
Also referred to as “V2MOM,” Arrow Partners shares its detailed map of where it wants go and how to achieve its goals. Based on a Salesforce.com template, the outline lays out broad strategy that all Arrow Partners employees agree upon.
