Wed, Apr 1, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Cerulli finds RFPs act as investment manager's resume

Wednesday, November 14, 2012
Opalesque Industry Update - Cerulli Associates has launched their latest edition in The Cerulli Edge series, the Institutional Edition, which provides expert analysis and recommendations for managers looking to increase their presence in the U.S. institutional marketplace.This new edition covers key trends impacting the institutional marketplace, including private and public pensions (DB and DC), endowments, foundations, insurance general accounts, and subadvisory.

"We identified an increasing need for coverage of the growing institutional marketplace and continue to expand our institutional focus around the globe," explains Cindy Zarker, Director at Cerulli. "We started our U.S. institutional coverage 4 years ago and have been expanding ever since."

Cerulli's latest research describes how request for proposals (RFPs) have become an investment manager's resume. Cerulli also analyzes RFP trends, including how managers are responding to rising RFP volumes, increasing complexity, and shorter deadlines.

"RFPs have truly become an investment manager's resume," states Zarker. "Yet most institutions are demanding that RFPs and related documents be turned around more quickly than ever, while the volume of documents RFP teams are required to process has increased drastically."

"Retaining strong talent has been a challenge as the pressures of increasing complexity, rising volume, and tighter deadlines effects morale," Zarker continues.

The issue also reports how effective oversight increases RFP wins, and winning mandates boils down to the quality of the presentation content and the delivery, as well as the pitchbook. Cerulli's research shows that RFPs do shape brand perception.

"Asset managers need to really differentiate themselves from their competition and make a memorable impression. An investment manager needs to clearly explain their investment process and show how their strategy and firm can help the client achieve their objectives," remarks Zarker.

Cerulli suggests that managers should proactively manage both RFP volume and the complexity so their teams don't get derailed as they continue to optimize efficiency. Having a sufficient number of capable writers, as well as flexible and well-trained employees, is crucial.

Press release

bc

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. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Opalesque Roundtable: Emerging managers should avoid chasing 'institutional unicorns'[more]

    Bailey McCann, Opalesque New York: For managers looking to raise a new fund after the crisis, marketing efforts will need to be significantly different, according to delegates at the recent Opalesque Texas Roundtable. "Most of the smaller managers come to the whole fund-raising and marketing

  3. Cohen's private investments deliver strong 7.5% gain in Q1[more]

    From Reuters.com: Billionaire Steven A. Cohen's investments gained 7.5 percent in the first three months of 2015, according to a person familiar with the numbers, helping the former hedge fund manager extend his string of market-beating returns. Cohen's Point72 Asset Management, which invests

  4. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc

  5. Opalesque Exclusive: Cyber security and hedge funds: increased awareness, Part One[more]

    Benedicte Gravrand, Opalesque Geneva: If you look at the recent cybersecurity news from Bloomberg, hackers are frightening the people: they steal photos and threaten to expose them, they can break into ATMs, they ha

 

banner