|
|
|
ACCESS CONSULTING GROUP - ASSET MANAGERS
As an Asset Manager you provide your clients with an invaluable service: building wealth by increasing the value of their assets. To be successful in today's complex investment market you must have; specialized skills, market savvy, the ability to manage risk, and the best possible external research and support services.
As a business owner you also pursue lines of business in new markets, obtain dependable research sources, and develop specialized management skills. These pursuits keep your team moving forward and advance the growth of assets under management.
ACCESS can expedite the process by alleviating the pressure on your time and resources. ACCESS accomplishes this by providing you with the disclosure of all appropriate RFP's and by giving you the ability to respond comprehensively and completely.
The nature of the Public Fund market is predicated on:
Building relationships with Trustees
Communicating effectively with Consultants
Responding successfully to RFPs
Using market-specific protocols
Bringing these elements together is challenging. ACCESS specializes in positioning your firm to participate competitively and cost efficiently in this market.
How it Works:
We begin your RFP response preparation as soon as you become an ACCESS client and long before a proposal is actually harvested for you. Working with your subject matter experts, we analyze your firm's current marketing and product materials, (i.e. analytics, firm history, executive summaries). We then create a protected, personalized database of information for your firm, ready for an RFP response. We rewrite and sharpen your data to ensure it is compliant and responsive to the specific requirements of each Public Employee Retirement System Consultant. We continue to work with your firm to keep your data fresh and ready for your next proposal.
Proposal Management
When it comes time to respond to an RFP, the ACCESS Proposal Center staff goes to work on your behalf, writing and producing your proposal, ensuring a compliant response that positions your company to win the award.
Trustee/Consultant Advocacy
In addition to managing your data and the RFP process, ACCESS becomes your advocate to Trustees and Consultant firms seeking to hire Asset Managers.
ACCESS will effectively manage and communicate your data and respond professionally to appropriate RFPs, thereby positioning your firm to win new awards that can, over time, double or triple your assets under management. This is all accomplished cost effectively, without draining your critical in-house staff and resources.
|
|
|
|