A trend in the Asset Management industry is for managers to outsource non-core
functions. Sphinx Consulting can act as a marketing department for hire.
Known in the business as "contract marketers", our job is to introduce
hedge funds, alternative and traditional money managers to accredited and institutional
investors so the manager can spend his/her time concentrating on outstanding
returns.
We are compensated by the manager for our services, and represent the manager
rather than the investor. Our fees are tied to the performance of the fund,
so it is in our best interest to represent high quality funds.
Value Added
In our efforts to raise money, we constantly contact the private banking and
institutional market in Switzerland for our manager / clients. Professionals
use the term "alternative management" for any financial mechanism
that operates outside of traditionally recognized portfolio management methods.
Alternative managers aim for absolute performance, i.e. as high as possible
and disconnected from any benchmarks, turning the slightest imperfections in
the behavior of capital and financial markets to their advantage. Management
banks, private bankers and major financial companies in Geneva were quick to
spot the advantage of these specialized instruments. Investment funds, holding
companies and institutional investors call on Geneva's expertise in this field.
Thanks to the perspicacity of its bankers, Geneva has acquired a highly regarded
expertise in designing and distributing alternative management products, becoming
a world leader in the field. Specialists believe that between 10% and 30% of
1,000 billion in assets managed alternatively are directly or indirectly controlled
by Geneva.
Focus
Focus on money management is what you do. Marketing your fund is not your strength.
Maybe we can help you. Sphinx Consulting is a recognized leader in financial
services marketing, helping emerging managers market themselves to high net
worth individuals, family offices, fund of funds, and a variety of institutions
throughout Switzerland and the world.
Below is a description of what we do and how we do it. We like our profession
Focus on money management is what you do. Marketing your fund is not your strength.
Maybe we can help you. Sphinx Consulting is a recognized leader in financial
services marketing, helping emerging managers market themselves to high net
worth individuals, family offices, fund of funds, and a variety of institutions
throughout Switzerland and the world.
Below is a description of what we do and how we do it. We like our profession
and are good at it and invite you to contact us for further information.
Managers
Our Manager selection process is quite rigorous. We only work with managers
who meet our goals of non-correlation to the general equity markets, consistency
in returns, and integrity in all aspects of the operation. We look for low drawdowns,
top quality management with strong money management experience, and a high quality
back-office infrastructure with industry recognized auditors, accountants, and
prime brokers.
Investors
Being based in Geneva Switzerland, Sphinx works with four distinct groups of
investors: institutions, family offices, fund of funds, and accredited individuals.
We match the length of the track record and the size of the fund to the potential
investor base. We believe that the money raising process follows a life cycle:
the fund usually starts with the manager's money along with close associates,
then family offices and unrelated high net worth individuals, and then fund
of funds and finally institutions.
Process
Our sales process is deliberate and careful. All of our contacts are categorized
based on their interest in particular strategies, acceptable length of a fund's
track record, and the size of a fund. We have built our Swiss and Global databases
of key contacts through several years of personal relationships.
We scan through our contact base and call targeted institutions to explain
the basics of the manager. We also utilize passive marketing strategies, including
attendance and speaking at conferences, our website and our newsletters. If
the institution is interested in a particular manager, we forward on information
including the manager’s marketing package. We follow-up with a phone call
within the week and schedule a personal meeting between the manager and the
institution. Our personal contacts are the key to getting face-to-face meetings
for the manager. From there onwards, we keep the institutions updated and wait
for allocations.
Our monthly objective is to contact, by telephone or in person, approximately
100 of these professionals with whom we have had long-term relations.
In Switzerland, personal meetings are more productive with the money manager
present. Although we provide the contacts and schedule all the meetings, we
prefer the manager commit to traveling often for the first year of our relationship.
After that, Sphinx Consulting will continue to follow up on the client’s
behalf. | 
Third Party
