Welcome to the third of a series of articles offering insights and tips to prepare money management firms for improving their abilities to out-market competitors and attract assets from sophisticated investors in the coming post-pandemic, recessionary world.

Nothing will harm future asset raising marketing efforts more than having a big outflow of assets from current investors.

In its June MARKETING TO SOPHISTICATED INVESTORS column for Harvest Exchange, Frumerman & Nemeth provides investment firm owners with four communications marketing tips to support their asset retention efforts.

To read or download this article Meeting Today’s IR & Asset Retention Challenges – Tip 3: Preparing For Post-Pandemic Asset Raising, please click here.

Harvest, the online platform where money management firms share insights with investors, asked Frumerman & Nemeth to write a monthly column on MARKETING TO SOPHISTICATED INVESTORS for its Asset Manager Marketing Hub, which was created to provide educational content to help its money management firm users better communicate with their current and prospective investors.

Frumerman & Nemeth Inc.
Our 32-year-old financial communications and sales marketing consulting firm’s work has helped money management firm clients attract over $7 billion in new assets, yet we are not third-party marketers.

Frumerman & Nemeth Inc.
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