Fund marketers typically spend 20% to 30% of their time generating new investor leads and qualifying new investor prospects. Managers often comment to BHA staff that an inordinate amount of time is required because the marketers are looking for the … Continue reading
“Manage your investor prospects and clients from cradle to grave” is the mantra of the vendors selling customer relationship management (CRM) software in the alternative investment industry. However, nearly all fall short of this lofty promise. Currently, very few offer … Continue reading
The most successful fundraisers are not necessarily the highest performing funds. Rather, they are the funds that create a brand and then make a great effort to reinforce that brand. Developing a brand requires communicating your fund’s message to a … Continue reading
As BHA enters its fifth year, we have a clear understanding of the value we bring to the alternative marketplace: BHA knows where investors’ capital is going. We have catalogued over 5,485 active investor mandates, and our in-depth analysis of … Continue reading
Given the extensive media coverage of large hedge funds recently, it’s easy to conclude that that’s where the action is: the largest allocators directing large amounts of capital to the largest managers. For example, on June 22, the Wall Street … Continue reading
Many alternative investment firms follow the path of least resistance and attempt to create their marketing collateral in-house. As a result, their marketing documents are often ignored and discarded by the very investors they are meant to engage. Managers are … Continue reading
BHA has measured the amount of time it takes an analyst to update and then keep current one investor record in our database. It is about 90 minutes a year. BHA also has gathered metrics that indicate analysts must make … Continue reading
Alternative investors have reevaluated their strategies and have long since decided how they will reshuffle their existing portfolios. Investor mandates are now plentiful, the alternative space is growing at a rapid clip, and capital is in play. Investors are currently … Continue reading
The following is an excerpt from a recently written White Paper on the basics of fund marketing. The primary marketing challenge for the alternative investments industry is finding the sales and marketing expertise required to realize capital inflows. Compounding this … Continue reading
Every day, alternative investors share their current mandates with BHA research analysts. The reason? So BHA can help investors find managers that fit their requirements and help managers find investors that have mandates for their strategies. That is the essence … Continue reading