Marketing
Services
Although
GRA's marketing approach eventually
focuses on the search consultant/prospect community, it begins
with our client - the investment manager. Our extensive
experience has given us a thorough understanding of what this
marketplace looks for in a manager.
No one
knows better than an investment manager how to manage assets.
However, the way this approach is executed can help focus more
directly on certain key elements. GRA's initial efforts,
if appropriate, are how to better "package" a manger.
Outlined
below are the general steps taken to achieve successful closings.
Create Marketing Presence
 |
Develop
institutional quality material |
 |
Develop an effective presentation |
 |
Ensure compliance with GIPS |
Within the first three months Develop
Marketing Plan
 |
Identify optimum
marketplace |
 |
Initiate/maintain
consultant database questionnaires |
 |
Develop
RFP library of answers |
Within the first three months Execute
Sales Program
 |
Consultant Contacts |
 |
Prospect Contacts |
 |
Thoroughly qualify leads |
Account
Closings
 |
Final
presentations |
 |
Preparation of meeting materials |
 |
Periodic contact with clients |
|