Expanding your coverage to more countries is one of the fastest ways to unlock new asset growth opportunities. In a world that’s increasingly globalised, limiting your marketing to just a few core geographies risks leaving value on the table.
For example, let's say you are a US-based boutique investment manager. You don't have the sales coverage to be present in all core markets, but you have a great product and want to build out your AuM pipeline. One way to do that without incurring the costs of hiring new sales people and opening new offices is to leverage distribution technology. Let the tech pull in the leads for you to convert.
Our Marketing Platform lets investment managers engage and influence investors in core and periphery markets. By tapping into new regions through digital distribution, you create an inbound lead funnel that delivers qualified prospects directly to your Sales team.
Increasing your exposure across more investor segments within each country widens your pipeline. Different segments (from pension funds to insurance firms) have different mandates and timelines, creating a broader set of engagement opportunities.
For example, let's say you are a Nordics-based manager. You have had a lot of success with wealth managers for a specific fund that you can also run in separate account form. This fund may also be of interest to insurance companies, pension funds, or family offices. The problem, is you don't have a network in those segments in all countries. That's where distribution tech comes in to play.
Our Marketing Platform showcases your firm to all investor segments across the institutional investment universe. Our technology is used daily by large investors to capture innovative strategies from investment managers who they don't know, but want to meet.
In today’s investment selection process, the decision doesn’t rest with just one person. There are multiple stakeholders involved, and engaging them early makes all the difference.
Some of these stakeholders are only interested in performance, philosophy, process, and team. Others are more concerned about firm due diligence. So investment managers also need to give comfort that the mandate is going to be managed to the highest level of governance. Position the scale of the relationship your firm brings to the table beyond that product. How you can help them in other areas of their portfolio. Make them feel that you are working hard to keep them up-to-date on markets. Ultimately, investors buy the firm, not just the product.
Our Marketing Platform allows you to engage key decision-makers during the selection process. It helps investment managers build credibility with all decision stakeholders involved in that search process. By continuously being visible, your through and win rates are more likely to increase as now you are selling intensively.
Often, asset managers have excellent solutions that simply don’t get seen. Visibility at scale is essential if you want to create early-stage engagement, spark conversations, and land more meetings.
This is a core challenge faced by large investment managers with capabilities in all asset classes. Sales people get limited airtime with institutions so they can't talk about everything the firm has to offer. They can't keep spamming and calling with new products every week. Sales people need a way to continuously launch new ideas passively, trigger interest and generate inbound leads for all their firms capabilities. One way to do this is to use technology to leverage their capabilities across a wide network of asset allocators.
Our Marketing Platform gives you a platform to directly showcase your entire suite of capabilities, not just your flagship strategies, to investors. By posting your investment insights directly to our institutional feeds, you put your thinking and solutions in front of the right allocators. When you consistently share insights on your strategies, asset classes, or market views, you get noticed by a broader and more relevant audience.
Winning an RFP is not about a single point of contact, it’s about being visible throughout the entire decision-making journey. The more often investors encounter your name, your insights, and your people, the more familiar and trustworthy your firm becomes.
Marketing for asset managers today requires more than just a good pitch. It demands a platform that amplifies your expertise to the right audience, at the right time.
RFPnetworks helps you do just that by maximising exposure before, during, and even after a search process. Our platform enables direct interaction between asset managers and allocators, allowing you to passively and actively engage by posting content, responding to leads, and participating in searches. This layered visibility builds investor confidence and increases your chances of winning mandates.
Winning more AuM is all about targeting smarter. This blog breaks down 5 key strategies used by top asset managers: from expanding into new regions and investor types, to boosting visibility and influencing every step of the investor journey. Smarter marketing can drive real growth without overspending. If you’re looking to expand your reach, build more meaningful relationships with institutional investors, and grow your AuM efficiently, RFPnetworks is here or you.
