Alternative Investment: Investments other than publicly listed
equity or fixed income, including real estate, private equity, lumber,
oil and gas, venture capital, and hedge funds.
Upcoming Events
April 08 - April 09, 2010
25th Spring Annual Consultants Congress
San Francisco, CA
Hilton San Francisco Financial District An important first step in building consultant relationships. Use this time to introduce your firm and learn about consultant priorities in the selection of managers. Special Bonus! Featuring "One-On-One" Meetings with the Consultant of your choice.
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April 18 - April 20, 2010
The Spring 2010 Endowments and Foundations Forum
Sarasota, FL
Longboat Key Club It is our pleasure to extend a cordial invitation to you to attend our Spring Endowments and Foundations Forum that we are holding once again at the Longboat Key Club & Resort set on the pristine white sand beaches of the Gulf of Mexico in Sarasota, Fl.
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Investors are now participating in new manager and consultant searches Newswire
Investors are not waiting for the third quarter to make consultant changes or manager additions. IMI polls indicate consultants are faced with having to restate their “value-added” proposals to many institutional clients. Investors want to be reassured that their consultants can steer them through these uncharted and uncertain investment waters. Unfortunately, some consultants are already being replaced. Reasons include client service, firm infrastructure, new ideas, and manager performance. It should also be noted that many consultants are seeing increased investor RFP activity. As for managers, they, too, saw a similar surge in searches from equities, fixed income, and asset management over the first half of 2009. Managers who are actively marketing their products with emphasis on client service, especially with consultants, are having the best results. Consultants are most interested in meeting asset managers with strong infrastructure, low personnel turnover, and a solid commitment to service investors. (rm)
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Research
Useful Research
Stay at the forefront of your field with IMI's extensive research library.
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Featured Product
Triple Stimulus Package
After Registering for the IMI's Consultants Congress
1 Membership in IMI's Elite Consultant Gold Program
One year subscription to IMI's Monthly Consultants Webcasts
One year subscription to IMI's Weekly Wire Service Newsletter--52 weeks ...
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Seeing something like this is pretty encouraging. The ways we could work with consultants are virtually untapped.
Money Manager
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