Author Archives: Tom Larson

Intermediary vs. Institutional Distribution Data

Data management requirements for institutional and intermediary distribution channels differ dramatically. Chances are that you built out separate systems and the data division is hurting sales. That doesn’t have to be the case! Read Tom Larson’s article on how you can support both, together in the same CRM.

Territory Management: A Continuum of Complexity

The best territory management plans often start simple; real-world pressures and business strategies add complexity. While it would be great to be able to keep it simple, what's really important is a system that easily adapts to your team's needs. Whether you work for a boutique or a large asset manager, your distribution team focuses on relationships or channels that will grow your assets under management. You may also work with third-party distribution partners to handle specific areas or strategies. Each firm manages territories in a unique way, but every firm wants to:

Top 6 questions from distribution pros

Am I the only one losing sleep because of my fund data? Surely, there must be other asset management distribution professionals who have the same problems as me. If this describes you (or someone you know at your firm), then read on. I speak daily with distribution pros from boutique firms to large asset managers, and they have a lot in common with you. They are all working their way through the same set of questions so that they can stop worrying and start selling more intelligently.