Successful marketing to the institutional market place is the result of being able to clearly and consistently articulate an investment process that is understandable, repeatable and unique. Failing to accomplish this in front of consultants and plan sponsors can dramatically delay acceptance by the institutional community.

We provide a cost effective way to ensure that your first attempts at marketing move you forward toward your goals rather than backward.

Our services include:

Design an institutional approach for your firm through advice on

• Segments of the marketplace; best fit - target market
  
• Outline institutional demands for ownership, team structure, back office, compliance, and performance verification
  
• Importance of style - fitting into a box
  
• What to do if you don't fit into a box

Assist with development of marketing materials

• Extract the detail of the decision making process
• Identify and package the unique aspects of the process
• Advice on layout and content of marketing brochure
• Provide ongoing holdings performance attribution, universe comparisons, and index characteristics

Distribution of information to top databases

• Populate top manager search databases with manager supplied information

Marketing Introductions

• Initial introductions to emerging manager programs and sub-advisory opportunities