Mon, Feb 27, 2017
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. Opalesque Exclusive: Swiss investors take fund seeding and acceleration into their own hands[more]

    Benedicte Gravrand, Opalesque Geneva: Banque Bonhote, a 200-year old Swiss private bank, last year launched a community of investors - heads of Swiss family and advisory offices and wealth managers - with the aim of co-investing in the kind of managers they wanted to invest in, either by way of s

  2. K2 Advisors : Why We Like Activist Hedge Fund Strategies and Some Thoughts on Alpha[more]

    Matthias Knab, Opalesque: Rob Christian, Senior Managing Director, Head of Research K2 Advisors, Franklin Templeton Solutions, writes on Harvest Exchange: When d

  3. Ex-Navy SEAL backed by Mario Gabelli, Jean-Marie Eveillard and other value giants off to strong start[more]

    From Valuewalk.com: Sententia Capital Management is not your average value focused hedge fund. The fund was founded by Michael Zapata, a former Navy Seal Team 6 Officer and has attracted funding from some of the best-known names in the value space. Mario Gabelli, Jean-Marie Eveillard from First Eagl

  4. Europe - 1 trillion euro non-performing loans are clogging EU lending channels[more]

    From Centralbanking.com: As much as 1 trillion euro of non-performing loans (NPLs) are still clogging the lending channel in the European Union. An EU asset management company (AMC) could address market failures in the secondary market for NPLs as part of a suite of measures designed to tackle the b

  5. Investing - Hedge funds' novel approach: investing for longer at lower returns, U.S. hedge fund Delta Partners lifts stake in Bellamy's, Hedge funds stockpile cobalt, electric carmakers on battery alert, Facebook is racking up the likes among the world's biggest hedge funds, Einhorn affirms gold on Trump uncertainty[more]

    Hedge funds' novel approach: investing for longer at lower returns From FNLondon.com: Hedge funds are known for making short-term bets, dipping quickly in and out of markets to take advantage of swings in prices. But, under pressure to innovate, some big-name managers are looking at ways