• 10 Oct. 2018

    Raising and retaining assets is hard. Make sure you hire super heroes!

    We've gathered insights from this year's 2018 Investor Relations Survey to help you hire and retain successful investor relations and fund marketing personnel. See what makes an IR super hero! 

  • 25 Sept. 2018

    Learning from the FBI: How to Improve Investor Relations with FBI Communication Strategies

    Have you ever thought of using FBI negotiation tactics to improve your investor relations practices? Using Chris Voss's book Never Split the Difference, we can learn essential strategies for building successful investor relationships.

  • 28 August 2018

    2018 Investor Relations Survey

    Until now, virtually every report published on the subject of investor relations has examined the function from the vantage point of institutional investors. While the insights provided by the investor community are useful, the profession and broader community stands to benefit greatly by examining the IR role from the vantage point of the women and men providing investor relations services from inside investment management firms.

  • 09 August 2018

    Tackling Liquidity Reporting: What are Your Options?

    Managing liquidity by establishing complex redemption terms is a necessary lever for portfolio managers to protect their investment thesis from potentially short-sighted investor decisions. However, configuring and maintaining those terms can be an operational nightmare for IR and operations professionals.  Besides the investor-driven demand to know their liquidity, regulators have also played a role in increasing the need for IR teams to understand their investors' liquidity profile across their funds quickly.  

  • 26 July 2018

    Lessons in Knowing Your Client from the first great American showman: P.T. Barnum

    I recently had the opportunity to play the role of Phineas Taylor Barnum in a production of the eponymous musical, "Barnum." It is a whimsical production, showcasing many of the personal and professional ups and downs PT experienced throughout his life. I got to sing, dance, juggle, walk a tightrope, crack a few corny jokes here and there, and work with some amazingly talented people. It was a remarkable experience.

    Getting to know the 'real' PT Barnum was an important part of my preparation for the show. Lucky for me, one of Barnum's most successful methods of self-promotion was the mass publication of his autobiography, "Struggles and Triumphs: Forty Years' Recollections of PT Barnum" and other books, so I didn't have too much trouble finding a well-preserved original print from1873 to comb through. Studying his books helped me prepare for the role and get a closer look at the experiences of this colorful figure and develop a better understanding of who he was as a person.  

  • 19 July 2018

    Introducing a New Face for Clienteer: Clienteer Web

    We’re thrilled to announce the launch of Clienteer Web, the latest addition to Clienteer, the industry's most versatile investor relations, and fund marketing platform!   

    Clienteer Web makes the core relationship management, sales, and marketing capabilities of Clienteer’s desktop application available via your favorite browser, giving you one more feature-full way to use the asset management industry’s preferred cloud-based CRM solution.  Clients can now utilize Clienteer as a desktop, web, or mobile application across all windows, mac, and mobile operating systems. 

  • 13 June 2018

    3 Customer Success Ideas for Improving Hedge Fund Investor Relations

    You may be asking yourself, “What does customer success have to do with investor relations?” From my experience as someone who has worked in one function helping those in the other, they have more in common than you might think. 

  • 31 May 2018

    Conversion Stories: Why a $5 Billion Hedge Fund Chose to Migrate Their CRM & Investor Portal to Imagineer

    The end of the year can be an exciting time for any business because it serves as a dividing line between old and new and also marks the starting point in the pursuit of new opportunities. During this time, many hedge fund managers conduct internal business reviews, devise new strategies, and set operating targets and budgets for new initiatives. This was the case for one $5 billion California based hedge fund during the last few months of 2016. 

  • 26 April 2018

    5 Ways to Use CRM with an Investor Portal in the Age of GDPR

    We live in a world where our personal data is more accessible and unfortunately, more mishandled than ever before. Between the headlines about the recent Facebook and Cambridge Analytica scandal to the nonstop buzz over the looming GDPR regulations, how personal data is used and secured by businesses has been front of mind.  Whether you’re running a long-only fund, hedge fund, private equity fund, or another alternative fund, the importance of safely handling data, personal and otherwise, is nothing new.

  • 19 April 2018

    5 Ways Hedge Funds & Institutional Asset Managers Can Leverage CRM for Strategic Advantage

    As the alternative investment industry has matured, investor expectations around service and transparency have increased greatly. Funds of all sizes and strategies struggle with how to effectively meet these expectations with the limited resources available on their client relations and fund marketing teams. The good news for those teams? They can leverage client relationship management (CRM) software to meet and exceed investor expectations, and become both more efficient and more effective at their core responsibilities.

  • 12 April 2018

    Top 3 Takeaways from Our ALTSLA Roundtable on IR Best Practices: Adapting to Regulations & Investor Demands.

    Over the last several years, the evolution of investor servicing in the hedge fund industry has been fueled by the changing requirements of investors and regulators alike. What was once an opaque world where hedge funds kept their operations private and investors did not ask questions, has been transforming into a transparent one with more sophisticated and inquisitive institutional investors asking for more than ever before.  

  • 10 April 2018

    Conversion Stories: How a $1.6 Billion Hedge Fund Migrated to Clienteer to Streamline Investor Account Management and Fund Reporting.

    Early in 2017, a successful California based hedge fund made the critical decision to re-evaluate their investor relations processes. A key driver was the fact that, as their business had matured and the demands of their sophisticated clientele increased, they came to realize their existing CRM software was unable to keep up. 

  • 05 April 2018

    GDPR is almost here. Are you ready?

    The introduction of The General Data Protection Regulation (GDPR), which was adopted by the European Union Parliament in April 2016, goes into force on May 25, 2018. From that point forward, organizations of all shapes and sizes from all over the world may face hefty fines if found in non-compliance. Billed as, "the most important change in data privacy regulation in 20 years," this new set of regulations has a substantial impact on the way companies handle the collection and processing of personally identifiable information. 

  • 22 March 2018

    The New Build vs. Buy: The Debate Asset Managers are Facing Today

    Effective client relationship management is top of mind for asset managers in today’s increasingly volatile environment. More than ever investors in traditional funds, hedge funds, private equity funds, and other alternative asset classes require greater transparency into their investments, capital activity, and their fund manager’s outlook on the markets. All this leaves investor relations professionals wondering how they can satisfy a continuous influx of information requests.

  • 08 March 2018

    You the Real MVP Clienteer!

    We are excited to share that our robust Clienteer CRM platform was this year’s winner of the Best Hedge Fund CRM system at the HFM US Technology Awards. Our software platforms were also shortlisted in two other categories, including: “Best Data Management Product” and “Best Mobile Application.” These awards recognize technology providers who have demonstrated success in customer acquisition and satisfaction, brand development and product innovation over the past year.

  • 07 March 2018

    Get to Know Our New CEO Jeremie Bacon, in an Exclusive Interview on Bootstrapping in America

    It all started nearly two decades ago on a cold December day in Chicago when Jeremie began his journey in the Financial Services and technologies industries by taking a position at Goldman Sachs. After several years there, he left to become a software entrepreneur – cofounding and/or directly starting a number of companies and backing many more as an angel investor. His most recent venture was as co-founder Synap Software Labs, a provider of investment research, due diligence and account management platforms.

  • 02 March 2018

    Leveraging Software to Adapt in a Changing Regulatory Environment

    Change is one of the few certainties in life – just ask any fund marketing professional at a hedge fund, wealth advisor, or other asset management company. From volatility in the markets and climates (political and otherwise) to increasingly complex regulations and investor needs, fund managers confront change on a daily basis. As a result, they often find themselves playing catch up when it comes to effectively adapting to new regulations and providing the transparency their investors demand. 

  • 22 February 2018

    Here's the Inside Scoop on Our Merger With Synap!

    We are delighted to share we've merged with Synap Software Labs, a maker of cloud-based investment research, due diligence and account management applications. Combining the companies, which will operate under the Imagineer name, enables us to build on our shared vision to provide the best portfolio of cloud-based software and services to the asset management industry. 

  • 16 February 2018

    3 Ways a CRM Will Improve Life for Family Offices

    Whether you are a single or multi-family office, managing family member relationships while nurturing your network of intermediary relationships without a central repository, like a CRM, can be daunting. We've all experienced the challenge associated with trying to keep track of email communications, meeting notes, and follow-up activities. Even if you run the tightest ship on the sea, without robust relationship management software, it is nearly impossible to capture and record this meaningful data.

  • 06 November 2017

    Investor Servicing Beyond Returns

    Asset managers have been faced with many challenges this past year - fee compression, low volatility, and decreased return averages - to name a few. These factors have forced managers to creatively strategize on how to effectively retain assets and keep their investors happy. As a result, Investor Relations has become an invaluable department in hedge funds, as they are tasked with managing both investor engagement and satisfaction.

  • 25 August 2017

    West End Story: Imagineer Visits London

    “Keep Calm and Carry On” seemed to be an appropriate motto for Wednesday of last week. Figuring the only time I would have to get some sightseeing under my belt would be that morning, I got into my running gear and prepared to leave my west end hotel to venture on a run/tour of the famous sights London has to offer: Buckingham Palace, The Big Ben, Westminster Abbey, etc. Unfortunately, Mother Nature was not cooperating as I walked out into a torrential downpour.

  • 20 July 2017

    3 Things You Never Would've Guessed About Imagineer’s New Regional Manager of U.K and Europe

    This past June, Imagineer announced its further expansion and investment in Europe with the hiring of seasoned industry professional Rob Shakhani as the Regional Manager of U.K and Europe. In this role, Rob will be responsible for managing Imagineer’s client relationships in addition to increasing their European market presence.

  • 13 July 2017

    Optimizing Business Intelligence and User Experience Key Focus for Imagineer’s Annual Client Review Roundtable

    New York, NY - The investment management community is continually striving to refine their processes and gain valuable business intelligence from their systems in order to make the data driven decisions necessary to stay competitive in this volatile market.

  • 26 May 2017

    Staying Agile in Regulatory Uncertainty & Increasing Investor Demands

    Volatility is no longer strictly tied to market conditions - the impact of the election coupled with ever-changing investor demands is forcing managers to stay on their toes, ready to react to the next shift in demand. It is essential for Hedge Fund and Private Equity firms to be proactive, leveraging the right processes and infrastructure, allowing them to stay agile in an environment where regulator and investor requirements are changing at a rapid pace.

  • 5 May 2017

    Client Roundtable Series: Bridging the Gap Between Capital Raising and Investor Relations

    Last month, Imagineer Technology Group hosted a topical client roundtable event at our Midtown office focused on streamlining the investor and prospect management process for our clients. We were excited to host a core group of clients, primarily mid-sized funds, that are truly feeling the need to ramp up their operational output - allowing them to continue to grow and accommodate the transparency and reporting needs their investors and prospects require. The goal of the roundtable was to educate our clients on how to best leverage Clienteer CRM as a forecasting, reconciliation and reporting tool, bridging the operational gap between various departments within an alternative asset managers organization.

  • 31 March 2017

    Case Study: Industry designed CRM reporting functionality fulfills Hedge Funds’ communication needs

    An efficient workflow and a centralized knowledge platform are both essential for Hedge Funds to effectively communicate across teams, service their clientele and market to prospects during capital raising periods. In many cases, a hedge fund’s compliance, accounting and marketing/investor relations teams each utilize a separate database to store information vital to their job functions. These individual databases are not always inclusive and often require a constant flow of communication between teams, which can cause important details to be lost and hinder workflow efficiency. The larger teams grow, the more critical cross-pollination of knowledge and process becomes.

  • 24 January 2017

    With rapid growth, comes increased challenges.

    Although the effects of the 2008 financial crisis were unilaterally felt, especially by those in the private equity industry, all this seems to be a distant memory with the private equity managers pulling off an impressive rebound growing at an unprecedented rate less than a decade later. 

  • 21 October 2016

    Automated Investor Communication

    The balance of communicating efficiently and compliantly in today’s highly regulated environment has become more challenging than ever for most alternative asset managers. Between complying with varying regulations in multiple countries, investor demand for more transparency since the infamous market turbulence of 2008, and not to mention, keeping Investor Relations and Compliance teams sane - it has become nearly impossible to please everyone. 

  • 09 September 2016

    You’re not generic so why should your CRM be?

    CRM’s have become an essential component of any firm’s business model, helping streamline the communication workflow and contact management process. Asset managers, small and large, have recognized the value of this technology and have increasingly deployed CRMs – often inexpensive, generic systems - over the past few years, thinking these systems would resolve their communication and operational inefficiencies. But as their investor-bases grew and their departments expanded, many realized this wasn’t the case.  Even with a generic CRM, hedge funds and private equity firms are ill-equipped to handle most of their essential business processes including complex reporting, balance and transaction tracking and account management, forcing them to revert back to the stone-aged way of managing their investors and reporting – word documents and excel spreadsheets.

  • 24 August 2016

    Take Your Investor Relations Strategy Outside the Box

    The scrutiny for Hedge Fund’s management fees have seemed to hit an all-time-high with this year’s whirl-wind market performance. Between the uncertainty of Brexit, oil prices and the outcome of the 2016 presidential election, many investors and allocators have been left wondering if the high fees they are paying alternative investment managers are worth the risk?

  • 05 August 2016

    The JOBS Act’s Influence on Hedge Funds’ Online Communication Strategies

    It seems like these days Hedge Funds are increasingly trending….in the news, blogs, even in twitter hashtags. What was once a world exclusive to institutions, wealthy individuals and its employees, is now publicly available for consumption. One major factor contributing towards this newfound level of transparency is the JOBS Act. This act lifted the ban restricting Hedge Funds from openly communicating and marketing to the general public, slowly revolutionizing the industry and its business practices. Many hedge funds have created websites and are now using them to publicly display more information about their firm’s strategy and value proposition, as well as beginning to engage in social media platforms. Peppercomm’s study on the effects of the JOBS Act exemplifies this trend, stating that 91% of the 100 largest global hedge funds have websites, while among the largest 285 global hedges funds, 14% launched websites in 2014. Further, 66% of hedge funds have a LinkedIn profile and 10% of the largest hedge funds are on Twitter

  • 14 July 2016

    Hedge Against Cybersecurity Threats with MDM Solutions

    Let’s talk about security breaches. Yes, I know the most common cases come to mind, Target, Sony Pictures etc. But did you know that 707,509,815 records were breached in 2015. That’s 1,938,383 every day, 80,766 every hour, 1,346 every minute and 22 every second.1 Cybercriminals, now more than ever, are easily able to exploit information stored in unsecure channels like mobile devices, online digital transactions and social media networks. In a study performed by Skycure, a provider of mobile threat solutions, mobile devices were found to be 25% more likely to expose sensitive data on a monthly basis compared to other penetration points.2

  • 08 July 2016

    Client Service, Opticians and Beauticians Unite.

    Adam Grant, the youngest tenured professor at the Wharton School of Business was slightly out of his element. He had undertaken a study for an innovative optometry company called “Eye Care Associates”; the goal being to determine what distinguishes their star salespeople from the rest of the pack. Adam had a theory based on research, countless studies and observing those around him. His theory was that those who seek to selflessly provide value to others drastically increased their odds of finding success in business (and in life in general). In an effort to find another substantiating piece of evidence to support this theory, he found himself “undercover” at an eye care office in Knightdale, North Carolina, meeting with Kildare Escoto, Eye Care Associates top selling Optician. Kildore also had the single highest “Giver” score, per a survey that Adam conducted which probed each salesperson as to whether they are givers, takers or matchers (those that only give if reciprocity exists).

  • 03 June 2016

    What Hedge Fund Managers Can Learn From The Yankees…

    Rooting for the Yankees is like rooting for the house in blackjack.” Adam Morrow, quoted in Bill Simmons, "Letters from the Nation," 20 October 2003.

    Elitists. Frontrunners. Aristocratic. The Yankees organization has been called many things over the last 20 years. Once a forgotten team of New York due to the mid-to-late 80’s success of their crosstown rivals (and my baseball team of choice) the Mets, the Yankees experienced the definition of a successful resurgence in the mid to late 90’s, winning 4 world series championships in a span of 5 years.

  • 20 May 2016

    Five Reasons Your Employees Haven’t Embraced Your New Technology

    Deploying new technology is an exciting initiative, it presents the opportunity to utilize a new suite of innovative tools and capabilities that can streamline your firm’s workflow increasing your ROI.  Unfortunately, though the benefits of adopting new technology may seem obvious, they may not be enough to get all your employees on board with the new initiative. With over 300 product implementations under our belt, we’ve seen employee resistance to new technology create a major obstacle and in some cases, even stall a system’s deployment. Employee adoption and continual training needs to be one of your top priorities when creating an implementation plan, as even the most calculated technology deployments can fail if one of these five common pitfalls takes over.

  • 13 May 2016

    How are you telling the story of your firm?

    If you’re launching a new hedge fund or product, chances are you probably have all your ducks in a row when it comes to your fund’s pitch book and 30 second elevator pitch, both of which probably highlight your historical track record and why your firm’s strategy is going to outperform the market, yielding high returns for your investors. While performance appears to be the most obvious and important metric to showcase during a pitch, it is one that many investors perceive as a given.  According to Don Steinbrugge, Founder and Managing Partner of Agecroft Partners, the total number of hedge funds in the marketplace comes in at around 15,000 and if you trickle that down to just the top performing funds, you are left with around 1,500. With 1,500 funds showcasing their strong performance to potential investors, how do you plan to stand out? 

  • 29 April 2016

    Turning Ones and Zeros Into Actionable Analytics

    While “going with your gut” or having “good intuition” might have been a prized business skill in years past, these days many of our business decisions are increasingly being driven by hard data. In a world of ever evolving digital intelligence, much of what we know today about our business processes and metrics, investment strategies or techniques, or even clients’ behaviors and interests can be broken down into ones and zeros and digitally analyzed.

  • 15 April 2016

    Regulations Forcing Hedge Funds to Turn-up Their Data Management Game

    Much to the chagrin of any “Hedgie”, it seems as though the SEC and other global regulators are enforcing more regulations and compliance requirements on hedge funds every year. Since the 2008 financial crisis, hedge funds have seen their average reporting level increase from 6 to around 60 required filings per year.1 With every new regulatory requirement, more pressure is placed on a hedge fund’s ability to effectively manage data without breaking the bank. From AIFMD to Form PF to FATCA, effective and efficient data management is increasingly becoming a critical consideration when evaluating how best to scale the middle and back office functions within a hedge fund organization.

  • 04 April 2016

    How Compliant are Your Capital Raising Efforts?

    Diversifying your fund offering is a becoming an attractive strategy to help combat some of the volatility in the marketplace. A recent article by Thomas Reuters, stated that “44 percent of managers planned to launch a hedge fund by the end of 2016” per an Alternative Investment Management Association (AIMA) study. With increased interest in eligible investors in European Union (EU) countries like Italy and Germany, the AIMA suggests that many of these product launches could ultimately take place there.

  • 21 March 2016

    Better Equip Your Firm for the Market Turnaround.

    Like many other asset managers in the industry, you might be experiencing a capital raising slow-down due to current unfavorable market conditions. Rather than harping on the poor market environment, you should invest your time in re-engaging your firm’s infrastructure, optimizing your workflow to better equip your firm for the eventual market turnaround.

  • 11 March 2016

    Bringing the Netflix Model to Your Fundraising Process...

    Gone are the good old days of the TV guide. Kicking back on the sofa, enjoying your microwaved Swanson TV dinner with the family while tuning in to your favorite Thursday night sitcom. Sure, this might not have been your favorite show, and you might have already seen this episode before, but hey, this is what’s on.

  • 04 March 2016

    How Well Does Your CRM Help You During Investor ODD Engagements and Regulatory Audits?

    With the ever increasing institutionalization of the hedge fund industry, assessment of an asset management firm’s operational infrastructure is quickly becoming an essential component of most investors’ fund due diligence processes. Traditionally, potential investors concentrated more on a manager’s performance, trading pedigree, and their investment approach during the due diligence process. Nowadays, however, investors are also typically looking for more transparency into both the firm’s investment and operational infrastructure before making a decision to invest.

  • 24 February 2016

    Hey Hedge Funds, Are You Recognizing the Full Value of Investor Relations?

    In the midst of ever increasing industry regulation and investor demand for more transparency, investor relations has become one of the most important departments within a hedge fund firm, especially during capital raising periods. Developing a set of IR best practices has become an essential component of a hedge fund’s overall corporate strategy, often allowing even sub performing funds to improve asset retention relative to better performing competitors.

  • 19 February 2016

    Don’t let the market get you down, build your infrastructure up!

    Implementing better infrastructure, like a CRM tool, can have significant ROIs not only in improving production and gleaning better analytics, but also in the form of monetary benefits. In a study conducted by Nucleus Research, “an average ROI for every dollar spent on CRM software is $8.71.” Even though deploying new infrastructure may seem like a behemoth of a task, taking advantage of an opportune time can help ease this daunting process, leading to a successful deployment and a significant ROI.

  • 11 February 2016

    Is Hollywood’s Portrayal of Hedge Funds Stopping Managers from Fully Adopting the JOBS Act?

    As the internet sub-culture names winners and losers in the yearly Super Bowl advertising race, it leaves us to ponder – will we ever see a hedge fund dip its toes in the foray? Perhaps not into the advertising event of the year, but into a subtler mass marketed approach of outreach to a public that is becoming savvier and more knowledgeable by the day.