Firms seeking to acquire
Firms seeking to acquire new investors need to understand they can do so customized to specific segments, including individuals, wealth managers, single family offices, endowments and foundations, public funds and more. All three major market segments — institutional , advisor and retail — have distinct compliance requirements. Technology tools can ensure each audience sees only materials that meet compliance standards for their segment. Since internet privacy laws began eroding the value of conventional ad tags, savvy firms have formed new departments to uncover the next generation of targeting. So far, it has worked for all types of investment vehicles, including funds, exchange-traded funds and private REITs.