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Strategic Positioning

Differentiating You

GOAL: Recognition of your firm in a crowded marketplace for your positive attributes and comparative advantages.

MEANS: A multi-disciplined process based on identifying and accentuating your core strengths.

BENEFITS: Thorough, proven coverage and contact actions.

The Genesis Approach Includes

  • In-depth interviews (multiple perspectives)
  • Focused research and analysis relative to:
    • Benchmark
    • Peers
    • Clients
    • Industry trends
  • Client-benefit oriented positioning
  • Actionable plan of attack
  • Clear, compelling materials
  • Your firm’s story told in client-focused terms
  • Presentation coaching

Achieving Presence

Market Impact

  • Manager database strategies
  • Prospect screening and qualification
  • RFPs, mailings, quarterly updates
  • Conference exposure
  • Public relations, advertising, telemarketing
Efficient communication reports, including:

  • Daily updates
  • Activity reports
  • Automatic follow-up reports

Focusing On You

Business Success

The proven Genesis approach enables high-performing investment managers to focus on mission-critical aspects of research, analysis and portfolio management.

For more than three decades, Genesis representation has helped many of these managers to turn investment excellence into business success.

Find out if a strategic partnership with Genesis Marketing Group makes sense for your firm’s distribution needs.

In this way, we pave the way for:

  • Interface after the sale
  • Enhanced relationships
  • Cross-sell opportunities

Establishing Great Relationships

Client Satisfaction

Whether you are an emerging or established manager, market presence is essential to achieving your potential in winning mandates and gathering assets from highly sought institutional clients. It is most effective in the form of well known, credible and skilled representatives.

Genesis professionals have been active participants in this specialized marketplace for more than three decades. They hold a well earned record of success and a reputation for discovery and responsive representation of premier boutique and emerging managers.

  • In this way, we pave the way for:
  • Interface after the sale
  • Enhanced relationships
  • Cross-sell opportunities