FIVE CRITICAL QUESTIONS TO HELP IDENTIFY THE IDEAL DISTRIBUTION PARTNER

>FIVE CRITICAL QUESTIONS TO HELP IDENTIFY THE IDEAL DISTRIBUTION PARTNER

FIVE CRITICAL QUESTIONS TO HELP IDENTIFY THE IDEAL DISTRIBUTION PARTNER

By | 2019-07-25T15:00:27-04:00 July 25, 2017|40'Act, Distribution|

In recent years, investment managers launching new mutual funds have realized the increasing amount of competition in the retail investment space. As more and more funds come to market, managers are turning to fund distribution to help diversify their shareholder base and grow assets. With many different channels and platforms, the options are endless when it comes to effective distribution and wholesaling.

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With Complexity Comes ConsiderationIn the mutual fund market customization is king. Managers shouldn’t rely on an “off the shelf” program or “check box” approach. It’s imperative managers align their distribution efforts with strategic firm goals, and find a fund distribution partner who understands those goals. For managers, it’s also important to remember that all service providers are not created equal.To help investment managers navigate the growing complexity of today’s distribution landscape and evaluate possible service providers, Ultimus VP Director of Distribution, Kevin Guerette, developed five critical questions that a strong service provider should be able to answer effectively.Learn the five critical questions to help grow your distribution, your fund, and your firm.Read the full article here…

 


If you are considering launching a mutual fund, see our full resource page and downloadable e-book on this topic. Or if you are interested in an in-depth conversation regarding your opportunity, please Contact Us to receive a customized consultation.

 

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