A.S.A.P. Advisor Services - Investment Consultant Databases and Marketing Services

ManagerQuest^® - Data Management and Distribution Service for Money Managers

Today, there are more registered investment managers than there are stocks on the NYSE. Investment consulting firms help investors decide which managers are best suited for specific investment objectives. Good performance suits everybody, but things like geography, philosophy, personalities and process help investors and investment managers make it through those times when performance isn't so…suitable.

In order to search for managers, consultants compile databases of information gathered over time from managers via monthly, quarterly and annual questionnaires. There are also several organizations that compile generic manager databases for resell and several new online sources that directly connect investors to qualified money managers. Today, we know of hundreds of investment consulting firms and over 40 databases that these firms use to help sort out which managers are right for which investors.

Each database, publication or other source that is compiled creates more work for money managers who wish to promote their services. Completing these questionnaires and mandate-specific Requests for Proposals (RFPs) is an essential marketing function, often requiring at least one full-time associate. If you don't have the time or resources to manage your distribution of information to investment consultants, third party databases, industry publications and other interested parties, we can help.

Since 1998, our team has been updating databases for some of the world's leading money management firms. We can manage this essential marketing activity for you as well.

How ManagerQuest^® Works

After a thorough review of your performance history and marketing materials (including your Form ADV, Web site, brochure and marketing presentation), we recommend specific databases, consultants and/or research firms that we believe can improve your visibility in the marketplace and help you increase your assets under management. Upon your approval, we register your firm with each database and complete all required questionnaires on your behalf. You'll work with an account manager who is responsible for managing the flow of all your data—from the time you provide us with it to entrance into the various databases. Your account manager will also be your go-to person for any questions you may have.

To expedite the process, we can extract account-level data from your portfolio accounting system (e.g., Advent Axys®, etc.) and calculate the required AUM, performance and fundamental portfolio statistics for each data source. We continuously update your firm and product information (qualitative and quantitative) throughout the year upon receipt of new data from your team. Information published includes:

Firm Overview (History, Ownership, Compliance)
Performance, Composite Information, GIPS Status
Assets Under Management
Top Clients, Client & Account Turnover
Product Descriptions, Product Policies
Portfolio Characteristics (Annual Turnover, Range of Holdings)
Fundamental Characteristics (P/E, ROE, Earnings Growth)
Current Allocations (Sector, Country, Currency)
Fees (Schedule, Minimums, Calculated Ranges)
Personnel Statistics, Biographies
Market Commentary

ManagerQuest® provides you with real time updates on the progress of our data distribution effort on your behalf. This allows your marketing services team the ability to monitor and report the status of the database population effort to management, sales, portfolio managers and product managers. ManagerQuest is used to collect, organize, store and share your data files and completed database profiles. Your secure and private Data Library and other information are available to you and your team at all times, from anywhere in the world. Our clients love the simplicity of our ManagerQuest platform. Your data is provided to our team and yours as simply as attaching a file to an email.

With ManagerQuest®, both parties benefit. The consultants and database managers receive the information they want: firm introduction, product descriptions, investment characteristics, composite performance, fee schedules, staff profiles, portfolio holdings, and assets under management data – in the format they want, when they want it. You gain valuable time to spend on more strategic – and less administrative – marketing activities. You also gain peace of mind knowing that your firm information is accurate and up-to-date in the industry's leading databases.

Key Benefits

	Increase assets under management.
	Reach investors and consultants actively searching for managers.
	Requests for information (RFIs and RFPs) are completed faster while eliminating work redundancy and minimizing paper handling.
	Better communications: consistent, accurate and timely information is sent to all interested parties.
	Save time and money through the efficiencies of Internet technology and outsourcing.

Investment Consultant Databases, Third Party Databases and Industry Publications

Alpha Portfolio Advisors	Marco Consulting Group
Altura Capital	Mercer Investment Consulting
API Asset Performance	Money Manager Review
Beacon Pointe Advisors	Money Market Directory
Becker, Burke Associates	Morningstar
Brockhouse & Cooper	Nelson's Investment Management Network
Callan Associates	New England Pension Consultants
Cambridge Associates	Pensions & Investments
CTC Consulting	PensionsNet.com
Dahab Associates	Prima Capital
DeMarche Associates	Rogerscasey (InvestWorks)
DiMeo Schneider & Associates	Russell Mellon
ECOFIN	RV Kuhns & Associates
Informa Investment Solutions (PSN)	Segal Advisors
Evaluation Associates	Summit Strategies Group
eVestment Alliance	Wassum
Fund Evaluation Group	Watson Wyatt Investment Consulting
Hewitt Bacon & Woodrow	Wilshire Associates
INNOVEST	Yanni Partners
IPE-Quest	Zephyr Associates
LCG Associates

Other Pages to Visit

	Money Manager Databases and Directories
	Investment Consultants and Research Firms
	Industry Publications
	Hedge Fund Resources

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