DISTRIBUTION SERVICES
Nothing is more valuable than time. Most investment managers prefer to focus their attention managing their investment portfolio because that’s what they do best. But running and growing a successful investment business also means effectively communicating with current and potential investors about your fund strategy and monthly performance. Analytics and aesthetics each play important roles in your monthly distribution. The process of creating, updating and distributing a professional-looking monthly fact sheet with a brief synopsis of monthly performance, that is not only accurate but also intellectually enticing, takes time and energy. Our distribution services provide you the freedom to manage your portfolio and efficiently focus your attention on the investors most interested in your fund and strategy.
| Services | Basic | Premium |
|---|---|---|
| _ | _ | _ |
| Professional email template that can be viewed on
phone, a tablet or a computer |
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| Monthly feedback analytics and detail on
investors interaction with email distribution |
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| Monthly email distribution sent from your
domain name |
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| Populate relevant industry databases to
highlight your return profile |
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| Standardized tear sheet template that includes monthly data and analytics required by institutional investors. |
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| Monthly updating of tear sheet data and analytic |
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| Subject line and brief statement for the body of the email |
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| Monthly feedback analytics and detail on investors interaction with email distribution |
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| Quarterly peer group analysis |
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| Your distribution list (up to "X" email addresses included) |
125 addresses |
250 addresses |
