Your Clients
Navigating a Complex Marketplace
Today’s institutional investors are diverse, with unique demands across performance metrics, asset sizes, investment histories, organizational structures, and reporting standards.
Beyond traditional defined benefit plans, major sources of investment capital now include consultants, OCIOs, corporate and public pension funds, defined contribution plans, insurance companies, foundations, endowments, banks, family offices, wealth management groups, RIA platforms, high-worth individuals and multi-manager funds. Meeting the performance, due diligence, and reporting expectations of these investors is just one aspect of the challenge.
To succeed, a manager must also gain the trust and approval of intermediaries, third-party rating agencies, and information providers that serve these clients. Thriving in this competitive landscape requires not only deep expertise but also a robust infrastructure—a comprehensive sales and marketing program that goes beyond what many boutique or emerging managers can provide.
Your Competitors
The Land of Giants
Boutique and emerging managers, with their agile structures and focused strategies, often have a high-potential profile and a track record of outperformance.
Yet, these firms frequently face challenges in gaining visibility and standing out in competitive bids against larger institutions with established, recognizable brands. We understand this because we work with the giants, too.
To preserve and amplify the advantages of their size and agility, boutique firms must implement effective sales and marketing strategies. A well-organized, differentiated approach to messaging—delivered confidently at every touchpoint—can help ensure their core strengths are clearly communicated and understood in a crowded marketplace.
Essential Resources
When Every Detail Counts
While the focus and agility of boutique firms are key drivers of their potential, these same qualities often present challenges in executing effective sales and marketing strategies.
Databases require quarterly or monthly maintenance. RFP responses must be timely, thoughtful, accurate and consistent with sales materials and reported results. Every interaction—whether with clients, consultants, advisors, or other stakeholders—must serve to set the firm apart from its competitors. Firm representation should always be professional, confident, and aligned with the firm’s strategic goals.
In this high-stakes environment, the margin for error is slim, costs can be substantial, and managing an in-house sales and marketing function can be resource-draining. This burden is especially heavy for executives whose primary focus is on portfolio management, strategy, or investment leadership.
High ROI: Engaging with a well-organized, outsourced professional sales and marketing team like Genesis Marketing can deliver significant returns, ensuring that the firm’s strengths are effectively communicated and leveraged in the marketplace.
Breaking Through
Your Accomplished And Capable Distribution Team
Genesis Marketing offers the experience, resources, and infrastructure necessary for investment managers to realize business success that aligns with their expertise and accomplishments. With an in-depth understanding of the investment management industry and a broad network of connections with allocators, consultants, and other key stakeholders, we bring unparalleled industry knowledge to the table.
We specialize in crafting precise, differentiated positioning for investment firms and their products, supporting proven strategies and engagement plans in the marketplace. A high-performing investment team deserves a distribution partner that mirrors its capability and expertise. Genesis Marketing stands unmatched in delivering a strong market presence and capitalizing on opportunities on behalf of our manager clients.
