| About Us
Independent
Financial Marketing Inc. (IFM) is an employee owned third party
marketing firm specializing in working with emerging managers. We help
smaller investment management firms create a market presence and raise
investment funds for their strategy through selected channels with
proactive marketing campaigns and strategic guidance.
We actively work with public plans, corporate plans, foundations &
endowments, hospital and churches, non-profits, multi-employer
Taft-Hartley plans, wealth managers, family offices and wrap
providers.
Why emerging managers?
Much investment research and many white papers have proven time and
again that emerging managers, while managing less than 1% of the total
institutional assets in the United States, represent 39% of the best
performing managers across all asset classes. (Potential Benefits of
Investing with Emerging Managers - Northern Trust Global Advisors,
updated 9/2005) We feel that there is a great opportunity to spread
the word about emerging managers to the institutional marketplace
where old school Wall Street firms have dominated for so long yet have
continued to post mediocre results relative to their emerging manager
counterparts.
LINKS TO ARTICLES
Can Elephants Dance?
PCA Review of Developing Managers
Russell Research - Evolution
Small Isnt What It Used to Be
Emerging Manager attributes:
Entrepreneurial mindset
Independent ownership
Many years experience at larger institutions
Many are minority or women owned
Less than $2 billion assets under management
relatively short track record
more streamlined decision making process
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Why third
party marketing?
Many smaller firms have the infrastructure to manage the portfolio,
maintain records, handle administrative functions and SEC compliance.
What they lack is the ability to market themselves effectively and
gather-assets while maintaining the investment performance. We provide
complete marketing and branding solutions for these smaller firms
while introducing them to appropriate funding sources nationwide.
As we have seen with many American corporations, they have chosen to
separate manufacturing from distribution to simplify operations and
maximize profitability. Investment third party marketing follows this
trend by allowing the manager to focus on manufacturing their product
while we provide the broad scale distribution of the manager.
Manager criteria
There are thousands of SEC registered investment advisors out there.
We actively screen all available data and use our industry contacts to
identify the few managers that meet our strict criteria.
Our criteria includes:
Stable management team
Unique process and/or philosophy
Minimum 3 year track record *
$100 million AUM *
AIMR audited track record
Top quartile performance
Positive risk adjusted returns
* previous track records and AUM
considered |
