Insight Discovery has just launched their latest Third-Party Marketing (TPM) report, “based on a research project which we believe will be of particular interest to mid-sized and boutique investment management companies looking to raise capital in new markets
The report examines the evolving role of third-party marketing firms across EMEA and APAC, and how investment managers are increasingly using TPM partners to access institutional investors, private banks, family offices, wealth managers and wealth platforms without the need to build local teams
As capital raising becomes more complex and competitive, many managers are turning to specialist distribution partners to accelerate market entry and expand their international footprint
Among the key findings:
● 68% work with between three and nine asset management companies, with 20% working with at least 10 firms
● Equity managers continue to be the most common type for TPM firms to work with, although private markets managers across private credit and real assets are not far behind
● Strong past investment performance, reputation and access to individual portfolio managers are the most important factors when selecting investment managers to represent
● 20% are keen to partner with ETF issuers, with 40% open to considering it
● 58% have hybrid fee models, combining retainers and success fees
● 88% maintain agreements with managers that allow them to continue receiving payments after their mandate ends
● 58% are regulated in the countries where they market the investment strategies and funds of their clients
● 52% raise more than US$100m in a typical year, with 14% raising over US$500m.
● The reputation of a TPM firm is the biggest success factor in the current environment
We are grateful for the support of our partners on this project, which included Acolin (Platinum), Capital Strategies Partners, A.V., S.A., Hyde Park Investment Ltd and Independent Investment Management Initiative (IIMI)
The report, titled “Taking Third Party Marketing to a New Level”, is available on request, to register your copy use the link below”
TPM Report