It’s Not an Urban Legend: Investment Databases & the Gift of Unsolicited Inquiries
December 4, 2019 at 10AM CST
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How can asset managers be consistently found in an industry that is growing ever-more competitive?
By establishing and maintaining profiles in the relevant investment databases.
From institutions to consultants, family offices, and high net worth investors of all stripes, the investment databases - Investment Metrics, eVestment, Callan, Mercer, and many more – are the first step in the due diligence process, leading to new accounts and AUM.
These searches go on behind the scenes, with investment managers often unaware they have been searched. And it’s becoming increasingly common for managers to receive unsolicited inquiries about what they do and how they do it.
And it's all thanks to a carefully tended, professional database profile marketing strategy. In this webinar, we will discuss:
- What does a "winning" profile look like?
- How automation must be a key part of the distribution strategy
- How to employ non performance-based data as a marketing asset
- What’s the likelihood of obtaining an unsolicited inquiry?
- Selected best practices
There are few ways that better differentiate your firm’s professionalism and value-added offerings than effective deployment of your investment data. Let us show you how.