Integrated Marketing
Success requires providing a consistent message to prospects, consultants and clients regarding your firm and its investment strategies. We can create material to give you more options for describing your firm and strategies under different circumstances--from a 30-second "elevator pitch" to standard full-length DDQs, as well as fact sheets, strategy profiles and presentation books. We can then update this material for you on a regularly scheduled basis.
Fundraising
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Through our established relationships with allocators and investment consultants, we can help you raise capital for funds and separate accounts. To effectively help our clients in this area, we listen to what allocators and their consultants are looking for within the context of their asset allocations and investment policies. We have relationships with pension funds, endowments & foundations, family offices, and investment consultants.
Environmental, Social and Governance
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For our clients who are committed to ESG, but don't have the time or resources complete the application process to become signatories to the Principles for Responsible Investment (PRI), we help them complete their online application and can assist with their annual Transparency Reports. We stay informed about issues relating the Environment, Human Capital, Social Capital, Leadership and Governance, and Business Models and Innovation.
