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How Do You Succeed With Manager Researchers? August, 2010 |
Manager/Client Relationships in the Current Environment March, 2010 |
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We believe it has a lot to do with being well-prepared for the meetings and extremely responsive to follow-up requests for information. |
We argue that a regular, consistent communications strategy is vital. Honest communication, especially when there’s bad news to be delivered, is extremely important. Arrow advocates using online meeting tools to help facilitate communication. |
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Choosing a Marketer May, 2007 |
Service Provider Series: Choosing a Marketer October, 2003 |
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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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Interest in Third Party Marketing Soars June, 2000 |
Launch of the Third Party Marketers Association September, 1998 |
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In 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.Proposed SEC Ban on Third Party Marketers
Several years ago, a group of unscrupulous marketers were involved in bribing public officials in exchange for pension business. These criminals were unfortunately called “placement agents,” sometimes also known as third party marketers, and thus tarnished the entire industry by their actions.
In an overreaction, the Securities and Exchange Commission proposed banning third party marketers from public pension work.
Both Steve and Ken wrote SEC Comment letters defending the industry (a PDF of Steve’s letter can be found here, Ken’s here).
Additionally, Steve wrote an Op-ed piece for FundFire in April, 2009, entitled “Ban on Agents is Insult to Institutional Salespeople” (PDF). Steve makes the point that in every industry there are unscrupulous actors, and that impugning an entire industry because of a few bad apples is shortsighted and completely unjust.
In May, 2009, the 3PM Association released a position paper on the proposed ban. The 3PM argues that thoughtful regulation and transparency is desirable, but that banning 3PMs from public pension work amounts to ‘throwing the baby out with the bathwater.” For the full paper, follow this link (PDF)
