Building a Brand: The Pathway to Asset Manager Growth
In asset management, building a brand is far more than crafting a catchy logo or tagline. It’s about clearly defining the value your firm...
top of page
Search
- Aug 19
- 1 min
Video Podcast: Adjusted for Risk: How Asset Managers Can Increase Strategy Visibility Through Storytelling
IMSS founder and CEO Trisha O'Donnell speaks with Ryan Nauman of Zephyr to offer guidance on how asset managers can market their...
- Aug 15
- 3 min
Service That Serves: Finding the Right Fit for Your Firm
Precisely managed data and accurate reporting are critical to asset management success and the choice of a data management and ...
- Aug 13
- 3 min
Insights from the Field: How Comprehensive Profiles Boost Client Acquisition Strategies
Consultant databases have undergone significant transformations over the past two years. No longer just listing services, they’ve become...
- Jun 27
- 5 min
Webinar Recap: "Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Institutional Investors"
Recap originally posted by GAMMA - Global Asset Management Marketing Association Catching the eye of investors requires more than stellar...
- Jun 11
- 2 min
Consultant Databases: Creating profiles that increase opportunity to raise AUM
As originally seen in PSN's Mid-Year Outlook 2024 For managers who want to increase access to new search opportunities, having a better...
- Apr 19
- 3 min
Customer Spotlight: ProfitScore
At IMSS we are so fortunate to work with amazing clients. We had a chance to chat with Rich Davila, Senior Portfolio Strategist at...
- Mar 14
- 2 min
Allocating Resources Where They Count
At IMSS, we believe in getting the most ROI when working with clients. It is essential, especially for smaller firms, to allocate their...
- Mar 8
- 4 min
Increasing visibility: How consultant database reporting can impact a manager’s visibility to search activity
Managers are often challenged with the demands of consultant database population due to a lack of internal resources to complete this...
- Feb 29
- 3 min
Standing out from the crowd: 7 ways to effectively market your strategies and reach your goals
As a manager, your success hinges not only on the strength of your strategies but also on how effectively you communicate and market them...
- Jan 25
- 3 min
IMSS: A small firm with a big impact
Patricia O'Donnell, formerly Sandoz, founded IMSS in 2017 to meet a growing segment of the investment industry where managers often fall...
- Nov 30, 2023
- 3 min
Accurate & Consistent Reporting: Avoiding costly mistakes that can impact raising AUM
In an industry that relies heavily on data to support decision-making, accurate and consistent reporting in consultant databases is vital...
- Nov 14, 2023
- 2 min
Outsourcing database population: Understanding the benefits while saving time and money
The decision to buy or build software solutions is a conundrum that has plagued businesses since the dawn of the digital era. While...
- Jul 17, 2023
- 2 min
Scaling Your Business with IMSS: Leveraging Technology for Growth
In today's fast-paced and highly competitive business landscape, scaling your firm is not just a goal, but a necessity for long-term...
- Jul 1, 2023
- 2 min
Driving Innovation: How IMSS-LLC is Revolutionizing Consultant Database Reporting
In today's rapidly evolving business landscape, staying ahead of the competition requires innovation and the ability to leverage...
- May 9, 2023
- 3 min
Consultant Database Population – The Benefits of Automation
As managers seek to raise assets, one area critical to that process is reporting to consultant databases to gain access to investor...
- Apr 26, 2023
- 1 min
Consultant Database Reporting Challenges
At IMSS we are experts in consultant database reporting so our CEO, Trisha Sandoz, was excited to write this article - "Consultant...
- Mar 30, 2023
- 3 min
Overwhelmed by Database Reporting? Data-Centrix Can Help!
In this increasingly fast-paced tech and data-driven world, the key to investment managers raising assets rely heavily on data...
- Mar 28, 2023
- 1 min
Building A Fund Marketing Strategy For 2023
Looking to improve your fund marketing strategy in 2023? Check out this must-read blog post from DiligenceVault! Discover tips, tricks,...
- Mar 1, 2023
- 2 min
The Importance of High Completion Rates in Consultant Databases
Accurate manager profiles are critical. Inaccurate or not up-to-date profiles will cause managers to miss inclusion in investor search...
Connect
Boston, MA
Important Disclosures
Navigate
Copyright IMSS, LLC 2024. All Rights Reserved.
bottom of page