Managers are challenged with efficiently upgrading their distribution models to better serve a complex, fragmented institutional-client base. Meeting the diverging demands of investors presents managers with opportunities to be client focused.
Marc Haynes presents a groundbreaking client segmentation framework which uses proprietary data and statistical techniques to reveal 7 unique institutional investor persona-types that every asset manager needs to recognize.
Topics of discussion
- The Greenwich Segmentation Model based on investor needs, behaviors and preferences
- Persona-based segmentation in practice
- Retooling Distribution with a five-step, recommended “playbook” to master the Future Distribution Model