OUR INSIGHTS
Interview With An Allocator: Part II | Investor Relations
Thursday, November 5, 2020
We held a two-part interview with Jason Josephiac of Raytheon Technologies. In Part II, we delve into an area of growing interest for fund managers, investor relations. In this post, we discuss how should a fund think about investor relations and the role’s effect, if it has one, on a manager’s level of attractiveness to potential and even current investors. IR is growing in sophistication and has started becoming a competitive edge for top fund managers.
Interview With An Allocator: Part I | Manager Selection
Wednesday, October 28, 2020
We held a two-part interview with Jason Josephiac of Raytheon Technologies to answer a question on every fund managers’ mind, how does an allocator select a manager when they have countless options? What are investors thinking about that a fund manager should build into the presentation of their own fund to garner interest from investors. Part I delves into Raytheon Technologies’ process and how they think about asset allocation and manager selection.
Why PR Is Your Fund's Roadshow Secret Weapon
Thursday, August 6, 2020
Planning a roadshow is a tedious process packed with countless moving parts required to guarantee a successful capital raise. Many asset managers lose roadshow momentum by not taking a multidisciplinary approach to catalyze their efforts, which typically necessitates the inclusion of a public relations strategy.
How COVID-19 Has Reshaped The Manager Due Diligence Process For Allocators
Wednesday, April 29, 2020
COVID-19 has transformed the way allocators not only perform manager due diligence, but also how they are thinking about repositioning their portfolios. Asset managers now have to re-engineer how they approach investors and can compete in today’s global marketplace.
Is It A Dangerous Mistake To Launch A Fund Now?
Thursday, March 26, 2020
Many professionals who have ambitions to launch a fund are wondering if now is the right time and if it is how to go about it. Fund managers need to outline a strong business strategy and calculate a feasible burn rate to account for how business is done today.
Can You Raise Capital During The Coronavirus Pandemic?
Thursday, March 19, 2020
As the Coronavirus, or COVID-19, hits cities from around the world and many fund managers are grappling with how to fundraise in an environment where nearly all in-person networking events and conferences are now being restricted. These avenues that have traditionally been a great source of opportunity to meet with potential investors have now dissipated.
Why Neglecting Brand Development Early On Hurts You in Raising Your First Fund?
Tuesday, February 4, 2020
Historically, fund managers have always been very secretive about discussing the ongoings of their funds. In today’s age, as a growing demand for investor transparency, loosening compliance around marketing and an evolving competitive landscape, fund managers have become more meticulous in building a brand identity that sets them apart from their competition.
Why You Do Not Need A Placement Agent To Plan Your Fund’s Roadshow?
Tuesday, January 28, 2020
One of the most difficult parts of roadshow planning is really about figuring out the best place to start. So let’s start off with defining what is a roadshow and the purpose of holding one. Afterwards, we will delve into the four cornerstones of 101 roadshow planning and execution: the “Who To”, the “Where To”, the “When To” and the “How To”.
Is Social Media An Opportunity or Poison For Asset Managers?
Tuesday, January 21, 2020
Social Media is rapidly evolving and it is not stopping anytime soon. It is a growing area for fund managers looking to expand their reach and further grow and enhance their brand. Social media is transforming how communication and networking is executed and as a result asset managers need to learn how to tap into its full potential.
Can Outsourced IR Help A Fund Manager Grow Their Business?
Tuesday, January 14, 2020
Outsourcing IR is one of the newest trends to emerge in the private fund industry. This trend has been burgeoning even more recently with the growth in technology the evolving investor requirements coupled with a growing movement of allocators investing more globally. Investor Relations is starting to play a more prominent role in helping funds to win more deals and garner added credibility and trust with LPs.
The Cost of Success: Building An Emerging Fund in Today’s Environment
Wednesday, April 17, 2019
Emerging fund managers are facing a new renaissance. The vast majority of industry assets flow towards the top 10% of the industry’s largest managers, but with wavering performance from those funds the safety net investors believe that they offer has become less and less attractive. There have been more emerging manager programs popping up than ever before, will this continue in 2019?
Interview with an Applicant: Optimum Complexity
Thursday, April 11, 2019
As our applicant pool continues to expand and managers learn more about us, we decided to host one of the applicants to our program to tell us a bit more about their fund and talk to our Founder about this new and growing program. The applicant is a London-based emerging manager called Optimum Complexity run by Daniele Cosulich. Their specialized program has been designed by Dr. Marczyk who is an ex-rocket scientist and author of ten books on uncertainty, complexity management and rating.
How Emerging Manager Private Equity and Venture Funds Can Drive Investor Demand
Friday, March 29, 2019
Outsourcing IR is one of the newest trends to emerge in the private fund industry. This trend has been burgeoning even more recently with the growth in technology the evolving investor requirements coupled with a growing movement of allocators investing more globally. Investor Relations is starting to play a more prominent role in helping funds to win more deals and garner added credibility and trust with LPs.
What are the 3 Characteristics Emerging Managers Need To Attract Institutional Investors?
Friday, March 22, 2019
According to data from Hedge Fund Research (HFR), there were just 306 hedge funds that launched in the first half of 2018 it means that 2018 was the worst year for the new hedge fund generation since 2000, when just 328 funds started trading. In a sector that has suffered outflows and poor returns over the last few years, convincing investors to put money into new funds is increasingly difficult.
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