Story
Development
The development and positioning of the manager's differentiating characteristics, targeted contact lists, library of responses to cover areas of concern for institutional investors and industry databases.
Comprehensive
Distribution
Active outreach and the scheduling of investment team calls and meetings; active participation in sales meetings, follow up and finals presentations.
Sales & Marketing Support
The creation & distribution of all marketing & sales materials, completion of RFPs and questionnaires, maintenance of industry data, access to industry databases, news, investment analytics and peer information.
Ongoing
Execution
The adjustment of the marketing plan in response to current events and shifting market conditions, management of proprietary CRM system with detailed sales tracking reports and analytics
