Articles For Investment Managers

Sat,19May2012

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 - Vision, Values, Methods, Obstacles, Measures

Arrow Partners’ Manager Selection Scorecard

doc_iconAlso 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.

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doc_iconThe MSS is a qualitative and quantitative method of determining if a manager is the right fit for Arrow Partners.

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How Can Managers Best Establish Sales Goals?

February, 2012

An Introduction to Third Party Marketing

May, 2012

doc_iconIn this article from the February 13, 2012 issue of Fund Fire, Arrow describes many of the pitfalls that asset manager face when establishing sales goals for the new year, as well as some steps they can take to avoid them.

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How Can Managers Show They’re Different?

May, 2011

Smart Shopper

June, 2007

doc_iconIn this article from the May 24, 2011 issue of 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.

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

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

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Third Party Marketing: Beyond the Basics

June/July, 2007

Choosing a Marketer

May, 2007

doc_iconIn 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.

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doc_iconIn 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.

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Service Provider Series: Choosing a Marketer

October, 2003

Interest in Third Party Marketing Soars

June, 2000

doc_iconIn 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.

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

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CONTACT

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

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