Marketing institutional money management services: meeting the needs of today's plan sponsors and corporate treasures
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Chicago [u.a.]
Irwin
1995
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | XX, 202 S. |
| ISBN: | 1557388598 |
Internformat
MARC
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Datensatz im Suchindex
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| adam_text | TABLE OF CONTENTS
PREFACE VII
INTRODUCTION XVII
1. THE IMPACT OF THE REGULATORY REQUIREMENTS AND LIABILITY CONCERNS .. .1
The decision making process by plan sponsors has changed significantly
over the years in terms of regulations, investment policy development,
and the requirements of the parties responsible for managing the plans.
The effect of ERISA on agent behavior is introduced.
2. UNDERSTANDING THE PLAN SPONSOR IN THE INTERNAL MARKETPLACE 9
The successful advisor must appreciate the roles and needs of the
decision makers and how their perspectives may vary. Culture and
personality underlie the decisions that are eventually made.
Tii~
TABLE OF CONTENTS
I INDIVIDUAL AGENTS AND THE HURDLES TO OVERCOME 23
Specific hurdles are articulated, which the advisor must recognize and
address before and after being hired. Whether the principals like it or
not, the advisor must also recognize the role of the consultant.
4. INVESTMENT PRODUCT DEVELOPMENT AND THE SUPPORTING ORGANIZATION .. .51
A good marketing program is a necessary, but not sufficient, condition
for business success. No marketing effort can overcome poor product
design, an undisciplined business plan, and an ineffectual organizational
structure. This chapter briefly discusses the due diligence necessary
before heading toward the market in search of new business.
5. MARKETING STRATEGIES PRIOR TO THE FORMAL SEARCH 59
Marketing to existing clients and prospects should not be considered a
distraction from the real business of managing money. In this chapter,
several key elements for marketing success will be reviewed, including
the integration of the marketing plan with the business plan and the
investment program, evaluating costs and benefits of alternative
marketing strategies, and practicing proper etiquette.
6. REQUEST FOR PROPOSALS AND THE SEARCH 81
Response efforts during the search must be directed toward overcoming
the hurdles articulated in Chapter 3. Examples from publicly available
information are presented that effectively communicate information
and address these hurdles.
7. FINAL PRESENTATIONS 141
Mine fields that await investment advisors during the final presentations
are discussed. Successful presenters realize that interviews are designed
to uncover the skeletons and to eliminate firms. Stories told during
the presentations should address both the subjective and objective
elements of evaluation.
IT
TABLE OF CONTENTS
8. MAINTAINING POSITIVE RELATIONS BY MEETING CLIENT EXPECTATIONS 149
Money managers must realize that keeping existing clients is much
easier than securing new clients. The top priority of firms should be
to keep their clients happy. Also discussed is the importance of profes¬
sionalism when the advisor faces the unfortunate event of termination.
9. CURRENT EMERGING TRENDS IN THE MARKETPLACE 157
The inevitability of evolution in the investment management business
requires that money managers continually reassess opportunities. Four
emerging trends are discussed.
10. CONCLUSION 171
Some final thoughts.
BIBLIOGRAPHY 175
APPENDIX A: EXTERNAL MANAGER MONITORING POLICY 177
The Washington State Investment Board
INDEX 199
|
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| callnumber-first | H - Social Science |
| callnumber-label | HG226 |
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| callnumber-sort | HG 3226 |
| callnumber-subject | HG - Finance |
| classification_rvk | QK 300 |
| ctrlnum | (OCoLC)33426548 (DE-599)BVBBV010898745 |
| dewey-full | 658.15 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.15 |
| dewey-search | 658.15 |
| dewey-sort | 3658.15 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| format | Book |
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| id | DE-604.BV010898745 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-09T18:00:47Z |
| institution | BVB |
| isbn | 1557388598 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-007288792 |
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| physical | XX, 202 S. |
| publishDate | 1995 |
| publishDateSearch | 1995 |
| publishDateSort | 1995 |
| publisher | Irwin |
| record_format | marc |
| spelling | Halpern, Philip Verfasser aut Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures Philip Halpern Money management services Chicago [u.a.] Irwin 1995 XX, 202 S. txt rdacontent n rdamedia nc rdacarrier Investment advisors Money market Finanzmarketing (DE-588)4426078-7 gnd rswk-swf Finanzmarketing (DE-588)4426078-7 s DE-604 HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=007288792&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Halpern, Philip Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures Investment advisors Money market Finanzmarketing (DE-588)4426078-7 gnd |
| subject_GND | (DE-588)4426078-7 |
| title | Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures |
| title_alt | Money management services |
| title_auth | Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures |
| title_exact_search | Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures |
| title_full | Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures Philip Halpern |
| title_fullStr | Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures Philip Halpern |
| title_full_unstemmed | Marketing institutional money management services meeting the needs of today's plan sponsors and corporate treasures Philip Halpern |
| title_short | Marketing institutional money management services |
| title_sort | marketing institutional money management services meeting the needs of today s plan sponsors and corporate treasures |
| title_sub | meeting the needs of today's plan sponsors and corporate treasures |
| topic | Investment advisors Money market Finanzmarketing (DE-588)4426078-7 gnd |
| topic_facet | Investment advisors Money market Finanzmarketing |
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