Formal meetings with investment consulting firms can be make-or-break moments for asset managers. Strengthening relationships with consultants and ultimately winning a prized spot on their selective shortlists hinges on a manager’s performance in face-to-face formal meetings.
Our recently released white paper, Best Practices in Formal Meetings with Investment Consultant, helps guide managers through the preparation, execution and follow-up of these meetings.
The Bottom Line:
Consultant recommendations to institutional clients are selective and intermediaries only shortlist a small percentage of managers followed in their databases. To gain or retain a spot on these lists, managers need to master the preparation, execution and follow-up.
Best Practices in Formal Meetings with Investment Consultants will help you:
- Pick up tricks of the trade directly from the personal experience of investment consultants
- Better assess and address the specific needs of consultants and their clients
- Learn ways to reinforce your firm's investment philosophy and approach to client centricity
Contact us to access primary data, focused thought leadership pieces and best-practice information to support your business strategy, identify new growth opportunities and drive revenue.