Service Provider News & Perspectives

August 22, 2024

Unlocking The Power Of CLOs: A High-Yield Weapon For Savvy Investors

This article will focus on CLOs created post-2008 financial crisis, specifically those referred to as CLO 2.0.

August 21, 2024

Investor Relations for Global Funds

Investor relations for a global fund requires a comprehensive and systematized but nuanced approach. The fund administrator is a critical partner, providing the tools, expertise and services necessary...

August 19, 2024

Elevating Your Firm With High-Quality Marketing: Why It Matters

Here’s why high-quality marketing is crucial and how it can significantly impact your firm's success. Imagine your website as the front...

August 14, 2024

The Importance of Consistent Communication in Financial Advisor Relationships

Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.

August 7, 2024

Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.

The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American's proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.

August 2, 2024

The Challenge Of Finding The Right Marketing Talent For Alternative Investment Sponsors

Finding and retaining the right marketing talent in the alternative investment sector can be challenging. With Marketing Intent, your firm can access the specialized marketing expertise needed to support and enhance your capital raising efforts.

July 31, 2024

Leveraging Case Studies To Showcase Your Firm’s Success

Marketing Intent Conveying the value and expertise of your firm can be a challenge. One of the most effective ways to illustrate your firm’s capabilities and successes is through well-crafted case studies. At Marketing Intent, we’ve seen firsthand how powerful these narratives can be, especially when communicating with financial advisors about your real estate offerings. …

July 23, 2024

Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm

By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful.