Integrated Marketing Services
Success in asset management requires consistent messaging across prospects, consultants, clients, and institutional investors. We help investment firms develop and maintain marketing materials that effectively communicate their investment philosophy, process, and competitive strengths.
Marketing Strategy
- Marketing Strategy Development
- Product & Strategy Positioning
- Marketing Collateral Creation
- Content Management
- Competitive Analysis
- Product Development Support
- Thought Leadership Programs
- Conference & Speaking Engagement Support
We create and maintain presentations, fact sheets, strategy profiles, pitch books, and other marketing materials that support fundraising and business development efforts.
RFP & Consultant Database Support
Institutional investors and consultants often form their first impression of an investment manager through RFP responses, DDQs, and consultant database profiles. Our team helps firms present clear, accurate, and compelling information that highlights their unique strengths.
RFP & Consultant Database Support
- RFP Response Development
- DDQ Completion & Management
- Consultant Database Narratives
- Consultant Database Support
- Standard RFP Response Libraries
- External DDQ Templates
- Finals Presentation Coaching
- Prospect Meeting Preparation
Our experience with major consultant and RFP databases enables us to streamline the response process while maintaining consistency and accuracy.
Client Service & Investor Communications
Maintaining strong client relationships requires timely communication and accurate reporting. We assist investment firms with ongoing client service and communication initiatives.
Client Service & Investor Communications
- Market Commentary Development
- Client DDQ Responses
- Fact Sheet Updates
- Meeting Book Creation
- Investor Reporting Support
- Performance Reporting Reviews
- Client Presentation Materials
Our goal is to help firms deliver clear, professional communications that strengthen investor confidence and support long-term relationships.
Institutional Fundraising Support
Dier Associates helps investment managers identify and pursue fundraising opportunities through strategic marketing support and industry relationships.
We understand what institutional investors and consultants evaluate when selecting investment managers. By aligning marketing materials and messaging with investor expectations, we help clients improve their visibility and fundraising effectiveness.
Investor Relationships
- Pension Funds
- Endowments
- Foundations
- Family Offices
- Investment Consultants
- Other Institutional Allocators
Our fundraising support is designed to help firms communicate their strengths and build meaningful investor relationships.
ESG & Responsible Investment Support
Environmental, Social, and Governance (ESG) considerations continue to play an important role in investment decision-making. We help investment management firms develop, document, and communicate their responsible investment initiatives.
Environmental, Social and Governance
- PRI Signatory Application Support
- Annual PRI Transparency Reporting
- ESG Content Development
- Responsible Investment Communications
- Governance Documentation Support
- Sustainability Reporting Assistance
- ESG Marketing Materials
Our team stays informed on evolving ESG standards and industry expectations to help clients effectively communicate their responsible investment practices.
Why Choose Dier Associates
Since 2001, Dier Associates has partnered with investment management firms to provide customized marketing and business development support. We work as an extension of our clients' teams, helping them improve fundraising efforts, streamline RFP processes, strengthen investor communications, and enhance consultant relationships.
Benefits of Working With Us
