Tessera Capital Partners - Marketing Support

Marketing Support

All support and services required to aid in the generation of new business including the preparation of RFPs and consultant questionnaires, submission of information to third-party databases, collateral marketing materials and presentation books, competitive analyses, client newsletters, strategy reviews, etc.

While many managers do not place a high importance on Marketing Support, Tessera believes that it is one of the most critical elements of a successful marketing effort. Sometime in today’s environment, it is difficult to speak with or a get a meeting with a potential investors or a financial intermediary. All too often, these evaluators are using a manager’s marketing materials to determine whether or not a product is of interest to them. As the saying goes – “You never get a second chance to make a first impression.” Tessera understands this reality and will work with a manager to create a full suite of collateral materials that will get them to the next level.

Marketing Support
Questionnaires & RFPs		Desk Top Publishing	Performance	General Communication
Complete RFPs Standardize all written materials Ensure that questions are properly answered and are reflective of strategy Create a database of responses using RFP machine	Populate, maintain and audit quarterly and annual databases Collect and disseminate required information Prepare search related information Respond to consultant / sponsor inquiries	Work with managers to design materials Prepare materials for meetings Ensure consistent "look and feel" across all materials Provide materials and updates for manager's websites	Collect composite data for all strategies Calculate performance related statistics Help to ensure GIPS compliance Create peer group analyses	Serve as a bridge between investment team and consultants Create brand awareness for manager's product Include products and professionals in industry publications where appropriate

Tessera is happy to work with a manager’s internal staff to supplement any of these services.

Back to Services

Tessera Capital Partners, LLC

121 Sully's Trail, Suite 10

Pittsford, NY 14534

585-203-1480