Sun, May 1, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Hedge funds should approach marketing in four stages of fund development lifecycle – Merlin Securities

Wednesday, August 25, 2010
Opalesque Industry Update - Hedge fund managers should be tailoring their marketing strategies to address the needs of their investors, says a new paper by Merlin Securities, a New York based prime brokerage firm.

In a newly published white paper “ The Spectrum of Hedge Fund Investors and a Roadmap to Effective Marketing”, Merlin Securities advises of the four stages of fund development from launch through to major institutional investor fundraising, and the focus on different services and infrastructure capabilities a fund manager should have to meet the needs of the very different investors who will become part of your client base throughout your fund's lifecycle.

While pre-financial crisis many investment managers invested in infrastructure to build strong operational foundations expecting aum growth across the industry to continue at a strong pace, as AUM levels have declined, even as hedge fund performance has largely remained steady, many managers are facing business management challenges in addition to the expected challenges of portfolio management.

“Today’s climate necessitates difficult decisions both for the top and bottom lines.” Observe Ron Suber, John Quartararo and Patrick McCurdy, the papers authors. The trio looks at various investors into the hedge fund universe and how to best leverage their needs during the different phases of asset raising.

“Clearly the landscape has changed dramatically for hedge fund managers and the investment community over the past several years. And so, too have the investment approaches of each level of the spectrum changed. For hedge funds seeking to reach the next level of AUM, it is important to understand where the fund is in its lifecycle, which investors should be targeted and what each of those investors requires. Only then can a fund begin to organize its overall marketing strategy to meet the increasingly stringent investor requirements.”

The full paper “The Spectrum of Hedge Fund Investors and a Roadmap to Effective Marketing”, can be downloaded here: Source

kb

See our May-2010 articles:
Opalesque Exclusive: Merlin's seven values for hedge funds Source,
and
Opalesque Exclusive: Merlin issues a twelve-point guideline to hedge fund best practice Source

Bg

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Hedge funds see $14.3bn outflows in Q1, CTAs and multi-strategy lead net inflows[more]

    Komfie Manalo, Opalesque Asia: The hedge fund industry saw net outflows of investor capital in the first quarter of the year, totaling $14.3bn, data from Preqin showed. This continues from the $8.9bn overall net outflows that funds recorded in Q4

  2. Third Point calls Q1 "catastrophic" for hedge funds[more]

    Bailey McCann, Opalesque New York: The first quarter of this year was rocky for hedge funds based on aggregate performance from the industry, but now we are beginning to hear what the managers thought of it as quarterly letters make their way to investors. Dan Loeb, CEO of New York-based $17 bill

  3. Asia - Stabilization of China's capital outflows may hinge on Janet Yellen, Fink says China to do well this year as bubble threat postponed, Chinese hedge fund to invest in India’s infrastructure[more]

    Stabilization of China's capital outflows may hinge on Janet Yellen From Bloomberg.com: Whether China’s recent stabilization of its currency and capital outflows continues -- or downside pressure reignites -- may hinge in large part on Janet Yellen. If the Federal Reserve chair sticks to

  4. …And Finally - After all, judges are human too[more]

    From Newsoftheweird.com: In March, one District of Columbia government administrative law judge was charged with misdemeanor assault on another. Judge Sharon Goodie said she wanted to give Judge Joan Davenport some files, but Davenport, in her office, would not answer the door. Goodie said once the

  5. Comment - Unmasking the men behind Zero Hedge, Wall Street's renegade blog[more]

    From Bloomberg.com: Colin Lokey, also known as "Tyler Durden," is breaking the first rule of Fight Club: You do not talk about Fight Club. He’s also breaking the second rule of Fight Club. (See the first rule.) After more than a year writing for the financial website Zero Hedge under the n