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Your website should be the main channel for promotion of the fund and investment products. Hosting your marketing and regulatory materials means greater engagement.
We are advocates of ‘pull’ marketing rather than ‘push’ marketing. Rather than trying to shove various promotional documents down the neck of an investor instead invite them to pick and choose at their leisure. Create greater transparency with existing clients by giving them access to performance related publications rather than sending them once a month, this builds trust and loyalty.
We can create data rooms with various levels of tailored restriction which can allow you to collaborate easily with clients, potential investors, fund lawyers, fund accountants etc. Data rooms are also a smart way of making sure you only market to eligible investors and have become very popular within the asset management sector as a result.