Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases 2013

Topics

• Now, Let’s Hear from the Consultants – What Are OUR Client Servicing Dos and Don’ts?
• Investor Roundtable: Best Practices in Client Servicing, from Our Side of the Fence
• Client Servicing Challenges Specific to Managers with Alternative Assets
• Together for the Long Term—Best Practices for Client Retention
• Developing Global Relationships Using Effective Client Servicing
• The Essential Guide: Understanding Client Reporting Preferences, Standards and Outsourcing Options
• Strategies to Enhance Client-Review Materials and Organizing Client Meeting Agendas
• No Holds Barred: An Interactive Discussion of Today’s Challenges for Client Servicing Professionals
• Fine-Tuning Your RFP and Database Response Teams
• Creating High-Impact, High-Quality RFP and Due Diligence Responses
• Strategically Managing Multiple Databases
• Experts Speak Out: They’re Getting These Questions, Hear Their Answers
• The Essential Guide to Client Reporting
• Compliance and Regulatory Updates for RFPs and Consultant Databases

Who should Attend

Institutional asset management professionals.