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MARKETING INVESTMENT MANAGEMENT SERVICES
Life in the investment management business is getting tougher. Numerous factors have led to shrinking institutional demand for managers, among them, increased competition and a shortage of effective marketing methods.
Marketing Investment Management Services: Innovative Strategies for Capturing and Keeping Key Institutional Accounts provides money managers with new tools to help them win, and keep, institutional accounts in the 1990s. With shrinking potential for growth, success in the money management field will rely more and more heavily on marketing. Marketing efforts-sales materials, advertising. presentation skills and the proposal process-will play an increasingly important role as this industry matures and competition increases.
Divided into three sections, Marketing Investment Management Services provides clear, easy-to-fol- low strategies for increased investment manage- ment success-information you'll need to attract and retain key institutional accounts.
Section One, "Marketing Strategies-Laying the Groundwork," details the industry as a whole and covers a wide range of informative topics:
- Who are the players?
- What is the market potential and how does this differ from a few years ago?
- What can be done to enhance the fund- sponsor investment manager relationship? Marketing various types of investment firms
Section Two, "The Marketing Process-Preparing to Win," covers more specific topics, including
- Advertising
- Public relations
- Marketing case studies
- Shortening the sell cycle
- Making the most of the marketing budget
Section Three, "The Finals - Winning the Account," features information critical to the success of all investment managers:
- Selecting an equity investment manager
- Portfolio managers in presentations
- The "deadly sins" of marketing (failure to follow directions, ignoring the trustee's in- vestment policies and more)
Nick Mencher and Brian Bruce teach investment managers how to sell themselves and their services-tools that will keep managers successful throughout the '90s and beyond.
10001076 | 332.6 MEN m | RLC MM (Rak Buku Umum) | Available |
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