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Client Servicing for Institutional Asset Managers AND Mastering RFPs & Consultant Databases

Event : Client Servicing for Institutional Asset Managers AND Mastering RFPs & Consultant Databases

Thu, 18/10/2012  
Conducted by : Financial Research Associates
Contact : Kathie Eberhard

 Day One’s Client Servicing for Institutional Asset Managers will discuss the following key topics:

What does good client service look like in today’s market?
Best practices for client retention and business development
What investors and consultants look for in managers
Up-to-the-minute developments and innovations in reporting and presentations
Plus, New this year: The Unique Challenges for Managers with Alternative Assets
 
Day Two’s Mastering RFPs and Consultant Databases will discuss the following key topics:
Keeping up with RFP demands while ensuring quality content
Choosing which RFPs to respond to
ADV changes that can sink your proposal
How to manage data for multiple consultant databases
Ensuring your data is up to industry standards
 
Subscribers of Global Fund Media are entitled to a 10% discount.  Mention FMP115 during registration to enjoy this offer.  For more information, view the conference brochure click here or contact Kathie Eberhard at 704-341-2439 
 

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