10 weeks before Thanksgiving hits. It’s time to saddle up for this mighty important stretch: the crucial period to attract new investors and have re-up dialogues with your existing LPs... the clock’s already ticking. Choose your battles and based on your AUM / marketing budget.

Behind the tall and thick walls of institutions, are people. Your stories on the following two pages create narratives that help you stand out from your peers…

Performance alone isn’t enough to attract an allocation. We've seen some of the best-performing funds struggle to attract investors because of “un-institutional” material (true story). After “send me your marketing deck...” happens, your presentation is on its own.

LPs value authenticity, and you going the extra mile. 2022 was bad for the average investor and there’s no sugar coating it… it sucked.

With overall fundraising activity slowing down, marketing campaigns being paused, and your corporate gifts hopefully arriving at LPs’ addresses in the next 2 weeks, it’s finally time to pay attention to what's your most heavily utilized marketing asset.

Portfolio Managers live and breathe low correlation, low volatility, and stable expected returns – if this has been your value proposition, you’re in pole position to solidify that message.

Fundraising costs have not been spared as inflation has inherently diminished the value of a dollar allocated to marketing. Marketing expenditures are rising across the board... how much, you might ask?

Have shifts in the market resulted in LPs losing touch with your value proposition, and where do you sit in their portfolio construction? 

Cut through the noise, profile LP interest, grow AUM... there are very few things more valuable to a marketing process than the effective management of a CRM system and marketing communications system. 

In the preceding quarter, we observed an increase in redemption requests and a nearly +20% surge in LP engagement (Q1 2022 vs. 2021 average). So, what now for Fund Managers? 

The Asset Management and Alternatives industry seen by many as an “old boys club”. However, most people on the inside broadly agree that there have been [relatively] big strides forward in gender equality. In marking International Women’s Day 2022, Capital+ spoke with Danielle Patterson from Family Office List.

Head into marketing events with the right intensions, and you will find yourselves engaging more effectively with managers.

Getting the proverbial “house in order” and marketing investments as you prepare your 2022 Fundraising Plan.

Placement Agents / Institutional Capital Raisers are great at touting their ability to raise millions through referral networks and a few calls. However, things are never as easy as they’re made out to be.

When Hatcher+ set up its Fund II, they thought that they’d be up and running within 6-9 months. The process ended up taking >18 months to get to the desired level of operations… but Hatcher+ used that experience to build a systematic approach that reduces the time needed to create an investment vehicle and build up operational support from months to days, or even hours.

An insightful discussion with Alex Lee from Bennett Wilkie, condensed in this Q&A which can help steer the way GPs manage their investment products and better connect with investors.

Help your prospective investors remember exactly why they’re talking to you in the first place, and make your message stick.

December’s actually where activity is relatively lower and we have analytics to back that up. So, what’s the opportunity for me?

Brand building has been key to Scotch whisky’s long reign at the top. Adjusting, adapting, and repositioning has helped it to force its way back to the front of the line when others were beginning to nudge forward.