Unlock the potential of European markets with FundFinity’s expert placement agent services. Our specialized fund distribution platform offers asset managers unparalleled reach and growth opportunities. With our deep market knowledge and strategic approach, we ensure your funds are effectively placed and marketed to the right investors. Discover how our placement agent services can enhance your market presence and drive successful distribution. Partner with FundFinity to maximize your growth and achieve your asset management goals.
What are the benefits of working with FundFinity?
FundFinity offers extensive regional market knowledge, which we leverage to help asset managers enter new markets cost-effectively without investing in building a local sales team. Our team has in-depth knowledge of the regulatory environment, investor preferences, and distribution channels in various regions. By representing multiple asset managers, we can realise significant economies of scale and synergies that simplify and accelerate entry and expansion into new markets.
How to start a relationship with your company?
A partnership with FundFinity typically begins with a no-obligation initial meeting to discuss the asset manager’s needs and expectations. This initial contact is followed by an extensive due diligence phase in which we assess the compatibility and potential for a successful partnership. The critical details of the partnership are then worked out, including the markets to be addressed, the funds to be distributed and the planned sales activities.
How does the cooperation with FundFinity work?
The collaboration begins with a thorough onboarding process, which includes an introduction to our processes, a review of the asset manager’s current distribution strategy, and a discussion of their specific objectives and requirements. Together, we develop a customised sales strategy. FundFinity assumes the role of an active sales partner by directly approaching potential investors and creating and presenting marketing materials and sales propositions.
How does FundFinity select asset managers and funds?
At FundFinity, we take great care in selecting our asset managers and funds. Our rigorous review process considers several key factors, including the manager’s reputation and historical performance, the robustness and transparency of the investment process, the uniqueness of the offering (USP), the current and projected demand for the respective investment class, and the market opportunity. We also assess the marketing support and fee structure of the funds, ensuring that only the best are chosen.
Which asset managers and asset classes does FundFinity distribute?
We specialise in the distribution of both liquid and illiquid investment products. In the liquid area, we cover products such as equities, bonds, and multi-asset strategies. In the alternative investments area, we focus on private equity, property investments, and hedge funds. This diversity enables us to serve a wide range of investor needs.
What are the success criteria for the cooperation between an asset manager and FundFinity?
The success of our partnerships is based on close and transparent cooperation with the asset manager. Both parties must be willing to invest time and resources in joint sales efforts. This includes regular presentations, meetings, business trips, and participation in requests for proposals (RfPs). Equally important is ongoing marketing support to maximise the visibility and attractiveness of the funds on offer. The key success criteria are the growth of assets under management and the achievement of the asset manager’s distribution goals.
What is a Third Party Marketing company?
A Third Party Marketing (TPM) company acts as an external distribution partner for asset managers by marketing their fund products and services to professional and institutional investors. This enables asset managers to expand their reach and presence in target markets without the direct cost and risk of setting up their distribution structures. As a TPM, FundFinity leverages its expertise and network to help asset managers increase their distribution capabilities and reach a wider investor base.
For more info:- https://fundfinity.net/placement-agent-services/