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Broaden your horizons with manager-focused content and strategies

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Data Analytics

Distribution Services

SCHEDULE A MEETING WITH FIFTH ROCK

Nothing is more valuable to an investment manager than time. Most prefer to focus their attention on managing their investment portfolio because that’s what they do best, but running and growing a successful investment business also means effectively communicating with current and potential investors.

Being able to showcase your fund strategy and monthly performance with timely and relevant analytics is part of that process, but captivating aesthetics is equally as important for your monthly distribution.

We provide:
  • Professional email template that can be viewed on phone, a tablet or a computer.
  • Standardized fact sheet template that includes monthly data and analytics required by institutional investors.
  • Monthly updating of tear sheet data and analytics
  • Subject line and brief statement for the body of the email
  • Monthly email distribution sent from your domain name
  • Monthly feedback analytics and detail on investors interaction with email distribution
  • Populate relevant industry databases to highlight your return profile
  • Quarterly peer group analysis
You provide:
  • Final monthly return
  • Data on exposures, attribution, etc.
  • Disclosures for the tear sheet
  • Your distribution list (of which the first 250 email addresses are included)

pricing

Our development offering are tailored to each fund and manager. It is our preference to set up a meeting with managers to discuss their development needs and determine what is and is not right for them, building their package as part of that interaction, and from there setting an agreed-upon rate for our services.

how it works

The process of creating, updating and distributing a professional-looking monthly fact sheet that puts analytics and aesthetics at the forefront takes time, energy, and expertise. A synopsis of your monthly performance on a piece of paper may say what you need to say, but it won’t keep your investors engaged nor will it help get new investors in the door. However, most managers don’t have the time nor the skillset, and are left to perform distribution with only the must-haves, not the want-to-haves.

Our distribution services provide managers the freedom to manage their portfolio and efficiently focus their attention on the investors most interested in your fund and strategy. Over 100 combined years of email marketing and distribution analytics experience allow us to effectively put your data and returns to use, helping retain the investors you already have and target new, high-value targets.

The service is white-labeled, meaning we do all the work to distribute your returns, data, and disclosures under a fund’s branding and messaging. We then capture all the data associated with each distribution campaign, package it to showcase who is engaging in what ways and how best to leverage that information.

We empower you to do what you do best by putting our expertise to use for you, simple as that.