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Marketing Strategy
A typical marketing plan would be jointly executed by Avid Partners and a General Partner group. Our goal is to work in a collaborative manner and function as an adjunct to the internal staff of the investment advisor. Avid customizes all solutions to fit the client’s needs and objectives. Key elements in a marketing strategy would include:
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Implementing a fundraising process - This begins with screening and evaluating the marketplace for appropriate investors. Our experience covers the full range of investor market segments. Over the years, we have worked successfully with public pension funds, corporate pension funds, endowments, foundations and family offices. Our relationships are both domestic and international. It is our conviction, however, that the most successful fundraising efforts have a high degree of focus. It is important, therefore, to carefully match a specific investment strategy with an investor who has a particular portfolio need.
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Meeting with prospective investors – Successful fundraising can involve multiple meetings with a single investor.
In this area, Avid Partners can add significant value. Large, sophisticated investors are especially characterized by complex decision-making processes that entail detailed due
diligence. Avid Partners can make the fundraising process more efficient by relieving investment professionals from having to be involved in all aspects of due diligence. The approach
an organization utilizes in interacting with its limited partners, however, is specific to the culture of each firm. Therefore, Avid Partners works closely with clients to establish the tone
of this strategy.
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Avid seeks to utilize its long
standing relationships within the investor community to help clients establish relationships, whereby they are perceived by limited partner to provide strategic value. In this process,
continuity is a key variable. Therefore, Avid has structured its business model with a view towards developing and enhancing long-term relationships. In the area of client
service, Avid works as though it is an extension of internal staff. Typical services provided include:
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Completing periodic investment reviews and other report requirements
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Organizing annual meetings
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Organizing other meetings focused on current investment topics of interest to clients
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Monitoring market developments with an emphasis on evaluating the competitive environment or the prospect of introducing
new products
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Attending key industry conferences on a continuous basis to enhance visibility in the pension fund community.
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AVID PARTNERS
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