What We Look For In A New Manager
When Arrow Partners considers working with an investment manager, we require three criteria to be in place at the outset:
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The effort must be both dedicated and professional.
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Our agreement must contain consistent principles, including clearly defined goals and expectations.
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The investment manager must make a realistic financial and resource commitment.
What We Ask
Of Our Managers
Necessary elements of success include:
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Submission of accurate, regularly updated qualitative and quantitative data, as well as compliance disclosure.
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Timely review and thoughtful analysis of marketing materials and sales plans.
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Broad accessibility for sales/marketing meetings and conferences.
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Prompt response to information requests.
Working Together
"Our most successful partnerships are those in which we act as a partner, not a vendor."