MARKETING FOR EXCESS RETURNS
Alpha Partners is a research and marketing communications firm dedicated to working with investment managers. Our goal is to contribute to alpha (excess returns) by supporting new business development and client retention. We offer three primary capabilities:

1. Presentation Strategy & Coaching

2. Market Research

3. Positioning Strategy & Marketing Communications


HOW DOES ALPHA PARTNERS STAND OUT RELATIVE
TO COMPETITORS?
For starters, we don't answer this question based on how we think we stand out. There is no element of conjecture or take-it-on-faith in our response. Our answer is based on candid client feedback, gathered regularly through surveys conducted by an unbiased third party. Our clients cite the following characteristics as competitive strengths:

  • In-depth knowledge of the investment business
  • Skill in competitive differentiation (based on our knowledge
    of the business)
  • The ability to shape content while sharpening delivery
  • The thorough, customized detail with which we present
    written recommendations

AREAS OF INVESTMENT MARKETING EXPERTISE

  • Equity
  • Fixed income
  • International and global
  • Currency overlay
  • Real estate
  • Private equity
  • Hedge funds
  • Quantitative strategies
  • Asset allocation strategies
  • Manager of manager programs
  • Socially responsible investing

TARGET MARKET EXPERTISE

  • Taft-Hartley
  • Public pension plans
  • Hospitals
  • Religious organizations
  • Insurance companies
  • Corporate plans
  • Endowments and foundations
  • Wealthy individuals and families
  • Consultants and third party intermediaries
  • Defined contribution plan providers and participants



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© 2000-2012 Alpha Partners LLC