You are a fund manager
We effectively operate as if we were the in-house team of your commercial development so that you can focus on your core business.
Marketing and preparation for sale
- Customized marketing strategy
- Tailor-made marketing materials
- Development of stunning communication strategy
- Communication policy: monthly newsletter, press articles ...
- Organization of events for investors.
- Participation in trade shows.
Sale to investors and distribution networks
- The knowledge of investors, their needs, their constraints.
- Making appointments
- The presentation of the management companies and their products (almost as well as the managers).
- The response to calls for tenders and due diligence questionnaires.
- Reminder, essential to the conclusion of operations.
After-sales service for investors
- Regular information of investors: daily provision of the NAV, production and dissemination of monthly management reports ...
- Organization of management meetings for major customers, 2 to 4 times a year.
- Exceptional information on changes in the management company, funds, prospectuses ...
- Providing tailor-made reports for some clients.
Internationalisation
Investeam offers asset management companies direct and local access to the Canadian, Belgian and Luxembourg markets. With more than 1 billion in outstanding international collections for its clients, Investeam has become one of the leading TPMs in its various markets. Regardless of the geographic areas and target customer segments, local presence, cultural proximity and commercial intimacy with investors are the first key success factors for the development of a management company.
- This local presence mitigates the risk of failure due to cultural incomprehension.
- It ensures optimal knowledge of the local market and promotes the development of "customer intimacy. "
- Our local presences are provided by local entrepreneurs who own their businesses under the Investeam license. The motivation of the local teams is guaranteed.
- Our wider geographical coverage allows for faster commercial development than if it was only started from France.
Fund creation and evolution consulting
During our existence, we initiated or collaborated in the creation of 5 very original funds for our clients management companies. The permanent adaptation of the range of funds and their characteristics is an integral part of the commercial development action and we strongly contribute to it.
Material resources made available
Located in the heart of Paris, our offices are equipped with a meeting room of standing allowing to accommodate small events.
Our hard and software computing resources are fully adapted to commercial and financial functions: laptops, projector, remotely accessible network, CRM, Telekurs, DTP, high quality printer ...
The ergonomics of our website makes immediate access to daily and detailed information on the funds.
Your sales team in France
A complete team, entirely dedicated to the function commercial: commerciale :
5 sellers, 1 support person
Typology of investors who trust us
- 28%: pension funds
- 25%: funds of funds
- 24%: private banks
- 17%: social organizations
- 3%: insurers
- 1%: banks
- 1%: Companies
Investeam is a Third Party Marketer who ensures the commercial development of independent management companies.