Have You Given RIAs A Barrier To Investing Their Clients In Your Fund?
When investment boutiques running alternative investment strategies look to expand their client base and grow…
Author: Bruce Frumerman
Has Your Fund Misallocated Its Content Marketing Budget?
Every money management firm, from the biggest to the just established smallest, has only limited…
Format Should Fit Function
When you’re tasked with creating print materials for presentations, one of the first decisions to…
Communications for an Extended Asset Raising Selling Cycle
The experience of sophisticated investors over the years regarding hard to predict bad news —…
Overcome What RIAs Say Is A Barrier To Investing Clients In Your Fund
When investment boutiques running alternative investment strategies look to expand their client base and grow…
How To Improve Your Fund’s Marketing By Summer’s End
For some decades, as Spring gets ready to turn to summer, I get calls from…
What This Family Office Survey Means for Your Fund’s Marketing
Fidelity Investments produces a bi-annual investment survey of family offices about how they are investing.…
Are You Clearly Differentiating Your Fund Product?
Each year it grows more challenging for an emerging hedge fund manager to attract investors.…
Marketing Collateral Format Should Fit Function
When you’re tasked with creating print materials for presentations, one of the first decisions to…
Marketing Roadblocks To Asset Raising Success
Could your money management firm do better in its selling efforts? It is as important…
Helping Your Hedge Fund Attract Investors
There are thousands of hedge funds; more than enough to clutter the competitive landscape. With…
Brand Or Commodity: Which Will Your Firm Be?
As a money manager your ability to survive and thrive is as dependent on your…
Selling To Prospects Who Don’t Already Know You
There are more hedge funds than there are stocks in the U.S. stock market. As…
The Fund Audit That Could Improve Your Asset Raising Potential
Using an audit to learn what not to do (and stopping) and what to add…
Making The Most Out Of Your Cap Intro Presentation
To be successful at your presentation it's as important to understand what not to do…
Does Your Fund Need To Overcome The Top Complaint Of Investors And Consultants?
Gaining recognition as being a firm that does a good job of differentiating itself will…
Roadblocks to Selling Success: Examples To Learn From
Is your communications sufficient for out-marketing the competition, or could it be a roadblock preventing…
Who Will Be Telling And Selling Your Story?
If you, the fund manager, are going to be handling your own sales there is…
Cap Intro Presentations — The View From the Audience
If you run a hedge fund, at some point you may have the opportunity to…
Growing Assets Beyond Friends & Family
What is it that enables one hedge fund to grow and retain assets while a…
What Covid Should Have Taught You About Your Fund Marketing
The pandemic’s impact triggered changes among the more educated, more savvy, institutional investors at family…
Is Your Firm’s Story Good Enough?
The two parts to a hedge fund firm's marketing function, why they are different and…
How To Out-Market Your Fund’s Competitors in the New Year
Here are some New Year’s resolution recommendations that, if acted upon, can help you improve…