What We Do
Dier Associates provides integrated marketing support and solutions that are customized to the individual needs of investment management firms.
Marketing and Business Development
Since 2001, Dier Associates has helped our clients win $ billions in new assets. We collaborate with clients on their marketing plans. We create and update collateral, complete RFPs and DDQs, and provide Third-Party Marketing. Our clients include large investment firms, boutiques, and emerging managers. We provide guidance on matters related to Organizational Structure, Operations, Compliance, Client Reporting, Communications, ESG, and Data/Database Management.
Customized Collateral, RFPs and DDQs, and Database Management
From the development of marketing strategy and collateral, RFP responses, and standard DDQs that effectively convey the competitive advantages of your firm, to providing ongoing support in each if these areas, we can increase your success in all phases of the manager search process.
Using our industry experience and insights, we incorporate an allocator’s perspective when providing solutions to investment managers.
We can organize your data to efficiently complete data tables in RFPs as well as maintain an effective presence in consultant databases. We’ll ensure quality and consistency between databases, RFPs, and marketing collateral.
Fundraising
Through our established relationships with allocators and investment consultants, we can help you raise capital for funds and separate accounts. To be effective, we listen to what allocators and their consultants are looking for within the context of their investment objectives and asset allocations. We have relationships with pension funds, endowments and foundations, family offices, and investment consultants.
Environmental, Social and Governance
For clients committed to ESG, we help them complete their applications to become signatories to PRI, GRESB, or similar organizations. We also help with annual reporting. We stay informed about issues relating to the Environment, Human Capital, Social Capital, Leadership and Governance, and Business Models and Innovation.
