Communications marketing specializing in financial services and professional services firms. Helped money manager clients attract over $7 billion in assets.
TAKING CARE OF BUSINESS: What Family Offices Need Emerging Managers To Tell Them
(https://t.co/rcCMgXqzJ0) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) on talking with sophisticated investors about the second risk they're weighing when conducting due diligence on your fund.
6 SUMMERTIME STEPS TO SOUP UP YOUR FUNDRAISING ABILITIES BY FALL — (https://t.co/R5aBJVaW2G) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) recommends actions to take to become better prepared for asset raising come Labor Day to win allocations from sophisticated investors.
WHAT YOUR PITCHBOOK ISN’T DOING FOR YOUR FUNDRAISING — (https://t.co/XQR5toU6yR) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) reveals why you shouldn't bet your asset raising success on your pitchbook as it is unable to overcome a particular investment committee challenge.
DOES YOUR FUND SUFFER UNDER THE TOP CRITICISM OF INVESTORS AND CONSULTANTS? — (https://t.co/757PL6KasL) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) reveals how to run a quick evaluation of your firm's marketing content to test how differentiated you appear to be.
IS YOUR FUND OFFERING BRANDED OR COMMODITIZED? — (https://t.co/bfo3zLSFvl) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) explains how ‘Branding’ in the investment business is not what most firm owners think it is. Here the key to establishing brand identity is revealed.
CAN YOU TELL YOUR THREE TYPES OF PROSPECTIVE INVESTORS APART? — (https://t.co/jPIld7VfgQ) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) reveals an asset raising error that emerging managers often make, and recommends a new way for thinking about the prospects managers sell to.
ASSET RAISING BEYOND YOUR FRIENDS & FAMILY (https://t.co/RWk2yk91ec) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) reveals a portfolio manager’s 2nd most important job and shares insights about 2 investor allocation risks that most concern prospects who are not friends & family.
WHAT 1100, 6 & 500 HAVE TO DO WITH YOU WINNING NEW ALLOCATIONS (https://t.co/WeFqTuokFr) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) shares allocators' fund vetting comments and offers three tips to make yourself more compelling than your competition.
INVESTORS WANT MANAGERS’ WRITINGS — ARE YOURS WORTHY? (https://t.co/qcCAcW4pjR) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) addresses how a CIO’s attempts to become a thought leader can fail, and how to begin building your firm's asset raising edge.
IS YOUR IN-PERSON FUND PITCH COMING ACROSS LIKE THE SPANISH INQUISITION? (https://t.co/bBi5w1H59z) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) addresses mistakes portfolio managers must avoid in making their in-person presentations, and what to do instead to be better prepared
USING YOUR FUND’S RISK MANAGEMENT COMMUNICATIONS TO WIN ASSET ALLOCATIONS (https://t.co/CRZK1FCEc9) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) addresses how portfolio managers should communicate strategy implementation of risk management protocols to differentiate their funds
WHEN YOUR SERVICE PROVIDER SELECTION CAN CREATE ASSET RAISING PROBLEMS
(https://t.co/GvwP4KuRwe) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) addresses how emerging managers can unintentionally turn off prospective investors due to a potential 'tread water' / runway issue.
HOW MARKETING A PORTFOLIO MISTAKE CAN HELP YOUR ASSET RAISING
(https://t.co/gLhcX1IZMV) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) addresses how portfolio managers can turn past portfolio mistakes into asset raising marketing opportunities.
WHEN A BOUTIQUE INVESTMENT FIRM SHOULD MARKET ITS BUSINESS PLAN
(https://t.co/hzLEs3J3RM) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) shares signs your firm should be marketing its business plan and tells what you should communicate to prospective investors.
WHEN TO CONSIDER REPLACING — OR NOT EVEN HIRING — A PARTICULAR BACK-OFFICE SERVICE PROVIDER (https://t.co/DXLuanFOzN) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) shares case examples that highlight what should be unacceptable and could harm your asset raising and IR efforts.
HOW TO MAKE INVESTOR ALLOCATIONS STICKIER BY IMPROVING CLIENT EXPERIENCE (https://t.co/L86cwwG91O) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) offers recommendations for investor focused written and verbal interactions, and increasing marketplace presence.
HOW ARE YOU MARKETING SPECIALIZED EXPERTISE TO DIFFERENTIATE YOUR FUND? (https://t.co/yaOE0uQFDs) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) raises two questions to ask yourself and offers tips on what to say and write.
THE POTENTIAL INVESTOR’S QUESTION THAT THE PORTFOLIO MANAGER COULDN’T ANSWER(https://t.co/7LdplVi4qr) — Frumerman & Nemeth (https://t.co/4Q6FYIQKIY) reveals what a manager kept doing wrong with prospective family office investors that prevented him from winning allocations.
INVESTORS’ CONFESSIONS: HOW THEY VIEW YOUR CONFERENCE MEETING PITCH (https://t.co/Y8BaGYjUHw) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) reveals how far portfolio managers may think they got in conference environment pitch meetings versus how institutional investors see it.
“MEET ME AT YOUR OWN RISK,” THE INSTITUTIONAL INVESTOR WARNED FUND MANAGERS (https://t.co/GD89w6FEJg) — Frumerman & Nemeth (https://t.co/4Q6FYIRiyw) reveals good news an institutional investor shared about pitching him and his colleagues, and his one warning to beware.