growing aum for global managers - market share … · all msi projects are designed to deliver...

GROWING AUM FOR

GLOBAL MANAGERS

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http://www.marketshareinternational.com/media/

Our clients include:> Asset Managers> Wealth Managers> Mutual Funds> ETFs> Alternative Funds> Investment Banks> Broker Dealers> Emerging Managers> Portfolio Managers> Investment Consultants> Institutional Business Development Managers> Registered Investment Advisors

This is the overarching philosophy Market Share International (MSI) incorporates into every client relationship. MSI helps clients expedite and optimize the asset raising process. With over twenty years of successful and measurable results, in developed and emerging markets, we are leaders in the global alternatives, institutional and wealth management channels, helping investment professionals increase Assets Under Management (AUM).

We identify challenges and develop projects according to each client’s goals and objectives. MSI brings investment marketing consulting, sales coaching, and presentation strategy tools and techniques to educate investor facing institutional and wealth management professionals to raise assets.

About the Founder

Nancy L. Kazdan is the Founder and CEO of Market Share International, a global consultancy with over two decades of experience in helping investment industry professionals to clearly and compellingly communicate their value propositions to successfully raise AUM. Nancy has built a strong reputation providing strategic advice, management consulting and cognitive behavioral coaching helping her clients solidify investor relationships on a deeper level. Nancy is a frequent presenter and panelist at industry forums and conferences.

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© 2015 Market Share International. All rights reserved.

One Sansome Street, Suite 3500San Francisco, CA 94104www.marketshareinternational.com

Email: [email protected]: +1 408.500.9200Fax: +1 415.946.8827

mailto:iqeqaum%40marketshareinternational.com?subject=Market%20Share%20International

Emerging and established investment managers are seeking new strategies, tactics, and tools to provide superior consistent performance and mitigate risk – all with a keen eye on today’s rigorous compliance standards, through an ever-evolving asset raising environment.

MEASURABLE RESULTS

All MSI projects are designed to deliver Measurable Results.

Sales Coaching & Training

The dynamics of how you communicate resonate differently for each target audience. MSI works with you to create or refine your messages and your differentiated value propositions, to coalesce storytelling, marketing and sales presentations. Working with you and your firm, we develop processes to influence your audiences at each stage of the allocation process from first contact, through due diligence, to finals presentations.

Marketing & Distribution Strategies

MSI understands how critical investor perception of your brand and investment strategy is to raising assets. We develop measurable marketing and distribution strategies, identifying and communicating with specific target investor audiences. We evaluate and optimize every aspect of our clients’ verbal, electronic, and written communication with potential investors, leading to successful asset raising. MSI covers all aspects of product development, marketing strategy, brand evaluation, and focused distribution from alternatives to mutual funds.

Customizable Sales Tools & Systems

Our proprietary institutional sales system is proven to raise assets. Valuable metrics are customized and implemented to address your goals, enabling you to accurately manage, attract, and secure new or increased allocations. Our system assists investment professionals, new or seasoned, by examining and benchmarking individual and group sales performance.

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CLIENTS ACHIEVING SUCCESS WITH MSI

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growing aum for global managers - market share … · all msi projects are designed to deliver...

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