Experts Sales Asset Management Service

Meet the FundFinity team, specializing in sales asset management services. We offer expert marketing and sales solutions designed to optimize your fund distribution efforts. Our professionals are skilled in crafting tailored strategies to enhance your market reach and drive success in asset management.

What are the benefits of working with FundFinity?

FundFinity offers extensive regional market knowledge, which we leverage to help asset managers enter new markets cost-effectively without investing in building a local sales team. Our team has in-depth knowledge of the regulatory environment, investor preferences, and distribution channels in various regions. By representing multiple asset managers, we can realise significant economies of scale and synergies that simplify and accelerate entry and expansion into new markets.

How to start a relationship with your company?

A partnership with FundFinity typically begins with a no-obligation initial meeting to discuss the asset manager’s needs and expectations. This initial contact is followed by an extensive due diligence phase in which we assess the compatibility and potential for a successful partnership. The critical details of the partnership are then worked out, including the markets to be addressed, the funds to be distributed and the planned sales activities.

How does the cooperation with FundFinity work?

The collaboration begins with a thorough onboarding process, which includes an introduction to our processes, a review of the asset manager’s current distribution strategy, and a discussion of their specific objectives and requirements. Together, we develop a customised sales strategy. FundFinity assumes the role of an active sales partner by directly approaching potential investors and creating and presenting marketing materials and sales propositions.

How does FundFinity select asset managers and funds?

At FundFinity, we take great care in selecting our asset managers and funds. Our rigorous review process considers several key factors, including the manager’s reputation and historical performance, the robustness and transparency of the investment process, the uniqueness of the offering (USP), the current and projected demand for the respective investment class, and the market opportunity. We also assess the marketing support and fee structure of the funds, ensuring that only the best are chosen.