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:
The effort must be both dedicated and professional.
Our agreement must contain consistent principles, including clearly defined goals and expectations.
The investment manager must make a realistic financial and resource commitment.
What We Ask
Of Our Managers
Necessary elements of success include:
Submission of accurate, regularly updated qualitative and quantitative data, as well as compliance disclosure.
Timely review and thoughtful analysis of marketing materials and sales plans.
Broad accessibility for sales/marketing meetings and conferences.
Prompt response to information requests.
"Our most successful partnerships are those in which we act as a partner, not a vendor."