Fund Sales and Marketing
Institutional asset managers, hedge funds, and fund consultants leverage Amba’s services to improve the efficiency of their in-house sales and marketing teams. There is significant pressure on sales and marketing teams to attract assets in a cost constrained environment. As marketing efforts across fund strategies, vehicles and target segments become increasingly complex, using an Amba team for time-consuming and repetitive tasks frees up valuable time for in-house teams. Amba Research combines deep domain knowledge of quantitative and qualitative information (investment characteristics, returns, fund commentary, GIPS compliance, etc) with technology automation and secure delivery processes to provide highly cost effective solutions.
We provide the following Fund Sales and Marketing support services:
- Fund Factsheets
- RFP/RFI Completion
- Due Diligence Questionnaires
- Survey Responses
- Consultant Database Updates
- UCITS IV – Key Investor Documents
- Pitchbooks
- Competitive Intelligence Gathering and Analysis
- Preparing Investor Presentations
- Sales and Marketing Flyers
- Client On-boarding
- Performance Attribution Analysis
- Website Updates and Maintenance
