Institutional Investors' Edge Invites Asset Managers to Charter Membership Opportunity

New IIE Portal Connects the Asset Management Sales and Marketing Community

Jan 15, 2016, 12:26 ET from Institutional Investors' Edge

NEW YORK, Jan. 15, 2016 /PRNewswire/ -- Institutional Investors' Edge (IIE) announced today an invitation to sales and marketing teams at asset management firms to become Charter members of the IIE community.

Chestnut Advisory Group and Rivel Research Group created Institutional Investors' Edge in 2015 as a strategic support platform for sales and marketing teams at asset managers. IIE members receive actionable insight about the current concerns of institutional investors, peer best practices and access to a community forum for regional roundtables and topical discussions.

"Our research shows that the ROI of asset manager investor education efforts is extremely high," said Amanda Tepper, CEO of Chestnut Advisory. "Nearly six out of 10 institutional investors say the quality of investor communications is a significant factor in whether they hire or fire a manager. Charter membership in IIE is a unique opportunity for sales and marketing teams at asset managers to harness the value of investor and peer insight to help raise assets more quickly and retain them longer."

Chestnut Advisory and Rivel Research Group also announced the launch of IIE's new portal.

"Our portal provides all of IIE's institutional investor and peer research, but more importantly, it provides a community platform where asset managers can get answers to key sales and marketing questions," said Brian Rivel, president of Rivel Research Group. "It's truly unparalleled."  

IIE members enjoy a wide range of benefits from membership, including:

  • Access to a library of research on the current concerns of institutional investors and peer best client retention and recruitment practices
  • Quarterly webinars, where members participate in a presentation and discussion of the quarter's research
  • Regional Roundtables, where members discuss key topics in an open forum exclusively for IIE members
  • Investors' Edge Strategy Session, a complimentary marketing and sales strategy consulting session
  • Custom Investor Perception Studies, where as a member, you can benefit from custom research into your most important clients and prospects

Each quarter, IIE interviews more than 100 institutional investors on topics that are vital to any asset manager's success, such as asset manager fees, how investors perceive risk, liquid alternatives and SRI/ESG.  In addition, each quarter IIE contacts hundreds of marketing and sales professionals at leading asset managers to determine best practices in investor education and support.

About Institutional Investors' Edge
IIE is a strategic support platform for sales and marketing teams at asset managers.  IIE members receive actionable insight about the current concerns of institutional investors, peer best practices, and access to all other benefits of the IIE community. IIE is a joint venture of Chestnut Advisory Group and Rivel Research Group. http://institutionalinvestorsedge.com/

About Chestnut Advisory Group
Chestnut is a consulting firm working exclusively with asset managers. We are dedicated to maximizing our clients' return on their sales and marketing efforts.  Chestnut's clients receive customized strategic and tactical marketing and sales support, enabling them to raise assets more quickly and retain them longer. www.chestnutadvisory.com

About Rivel Research Group
Rivel Research Group delivers actionable insight to asset managers based on in-depth measurements of institutional investors. Rivel provides the unbiased and strategically relevant intelligence that asset managers need to effectively grow their business and communicate with investors. www.rivel.com

SOURCE Institutional Investors' Edge



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