Establishing an institutional brand: a guide to database marketing
Cloud-based databases have become so comprehensive that investment consultants and asset owners now conduct manager research on an ongoing basis. Conducting complex screens well before any manager search or replacement is formally announced, these institutional allocators rely on databases to generate short lists of managers that meet their screening criteria.
The industry media has dubbed this process “shadow searching,” and it has important implications for managers seeking to raise assets from pensions, sovereigns, family offices and other large investors: Establishing a database presence and maintaining a comprehensive profile are precursors to the RFP.
Get the Institutional Branding Guide for traditional managers.
Download the whitepaper
Register for free access to hundreds of resources. Already registered? Sign in here.
More related resources
Big book of models: the ultimate guide to analytical models for smarter business decisions
The big book of models is a practical guide for professionals in risk management and quantitative analysis. It covers a range of analytical techniques, including Monte Carlo simulation and neural networks, providing insights into their applications across various industries. The book helps practitioners choose the right methodologies for effective decision-making.
The shift to real-time in treasury and capital markets
The transition to real-time processing is under way in treasury departments
Managed services: exploring new and fundamental concepts
The role of managed services in the financial software services industry
Boosting regulatory assessment with GenAI: Prometeia’s use case for credit risk models
Prometeia’s GenAI tool provides institutions with the technology to remain competitive and compliant in a complex regulatory environment
Technology risk management: detection to protection
From simple risk detection to comprehensive protection by expanding your vision, capabilities and influence
