Client Servicing/RFPs for Consultant Databases 2013

Topics

• Methods for enhancing client-review materials
• The investor’s perspective: what do investors require from their managers in terms of client servicing?
• The best practices in client retention
• Effective approaches for building strong consultant relationships and the red flags consultants look for
• Managing and raising the efficiency of your RFP and database response team(s)
• The latest in client reporting preferences, standards and outsourcing options
• The latest regulatory and compliance developments affecting RFPs and consultant databases
• The resources required to develop high-impact, high-quality RFP and due diligence responses
• Client servicing challenges specific to managers with alternative assets

Who should Attend

Institutional asset management professionals, including:

• Directors of Client Relations
• Institutional Client Service VPs
• Relationship Managers
• Directors of Consultant Relations
• Communications Directors
• Managing Directors
• Proposal Writers
• Marketing Directors
• Sales Directors
• RFP Managers
• Database Managers
• Client Reporting