Coordination with statutory oversight to build web site presence, digital media outlets, marketing materials and investor letters.
Fund structuring and channel prioritization
alignment. Integrated execution of platform access
and selection process.
Analyst service supporting fund strategy and performance metrics. Available to home offices, custodial platforms, reporting agencies and institutional channels.
Support distribution and analyst services by enhancing marketing campaigns including roadshows to financial intermediaries.
Coordinated wholesaling with integration of the Cambium Advantage technology and service.
Technology to drive transparency across resources to measure progress and results within the distribution process.