WHEN IT COMES TO EFFECTIVELY MARKETING A FUND, TRADITIONAL METHODS SHOULD BE RESPECTED AND NOT BE RESTRICTIVE
In the last decade we have seen huge leaps in how the ‘world’ of fund marketing, fund distribution, and fund communication has radically changed, it is essential that managers understand how to undertake marketing, distribution and communications of their funds, from the investors perspective. The best fund managers look to create a fund strategy that can build the ‘complete firm’. They strive to be best in class when it comes to performance, compliance, client services, technology and marketing. Marketing is often neglected. Even with a solid pedigree and outstanding performance, a fund will have difficulty growing its investor base without a well designed and implemented marketing strategy. Our research has shown that funds are reaching more investors through diligent combining of fund marketing, fund distribution, and fund communication.
Design of Marketing Materials
FUND MARKETING (FM)
FUND COMMUNICATIONS (FC)
FUND DISTRIBUTION (FD)
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