By Bruce Frumerman – Frumerman & Nemeth Inc.

There are two parts to marketing a firm’s investment products to sophisticated institutional investors: sales marketing and communications marketing. Frumerman & Nemeth’s recent two-part article on the subject addresses these two challenges.

In Part 1, ( readers will find 10 recommended actions to take for building or refining their firm’s sales marketing plan.

In Part 2, ( readers will find 10 different recommended actions to take for building or refining their firm’s communications marketing plan.

About the author
Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc., a 31-year-old financial communications and sales marketing consultancy that helps financial services firms create brand identities for their organizations and develop and implement effective new marketing strategies and programs. Frumerman & Nemeth’s work has helped money management firm clients attract over $7 billion in new assets, yet they are not third-party marketers.
Frumerman & Nemeth is internationally recognized for its work in crafting for clients the beyond-the-numbers story of how they invest — content that investment committees actually discuss, debate and vote on behind closed doors when considering firms on a short list for potential investment. Importantly, this is required due diligence content that cannot be communicated in pitchbook format.
Frumerman & Nemeth’s work also includes providing strategic consulting on product and strategy-specific branding, crafting the required strategy-specific content detail and designing and producing the marketing tools needed to make it through the two-month to two-year institutional selling cycle. Clients also employ Frumerman & Nemeth to help promote the intellectual acumen of management — helping them get speaking opportunities, write and give speeches as panelists or stand-alone speakers at industry conferences, and through media relations marketing services.
Mr. Frumerman can be reached at [email protected], or by visiting