Mastering RFPs and Client Servicing for Institutional Asset Managers - East

Best Practices for Superior Client Lifecycle Management at All Points of Contact

June 26-27, 2017
Boston, MA

What You'll Hear

Hone your strategies to win more mandates and retain valuable clients

Day One:
Client Servicing for Institutional Asset Managers provides solutions and strategies to improve client relationships and retain and grow existing business. Key takeaways include:

  • Communication strategies that add value and address each client’s needs
  • Superior client servicing to increase AUM
  • Effective client review materials and meetings
  • Best practices for communicating in a crisis
  • Consultant communication and the growth of the consultant relations role

Day Two:
Mastering RFPs & Consultant Databases provides in-depth insight to get noticed on the databases, submit memorable proposals, and shine brighter in shadow searches. Hear directly from industry leaders and consultants on key issues such as:

  • RFP project and content management for clear, concise, and consistent RFP responses
  • Acquiring essential data from SMEs
  • Database responses that shine in a database-driven paradigm
  • Maintaining efficiency with limited resources
  • Investor and consultant input and feedback on RFP bright spots and blunders

This in-depth program will take you through every point of contact during the client lifecycle, from the evaluation and selection process through to retention and expansion. You’ll hear directly from investors and consultants as well as RFP and client serving leaders on how to win and keep clients!

Attend Day One, Day Two, or maximize your value and attend BOTH!

Topics at a Glance

    Day One – Client Servicing for Institutional Asset Managers:

  • Financial Market Trends and Impact on Manager Searches and Client Service
  • Strengthen your Client Relationships through Superior Review Materials, Client Meetings, and Reports
  • Spotlight on Consultant Relations: Leveraging Consultant Relationships to Win New Business
  • Investor Perspective – Client Servicing Do’s and Don’ts
  • Client Communications That Add Value – Providing Information Clients Need When They Need It
  • Client Servicing Strategies That Keep Clients Happy

    Day Two – Mastering RFPs:

  • Building a Winning RFP Team – Recruiting, Training, and Keeping Talent
  • Investors and Consultants Share Insider Insights on What Makes a Winning RFP Response – And What Doesn’t
  • RFP Evolution – How the RFP Process Has Changed and How You Can Benefit
  • RFP Lab – Writing Responses that Win Mandates
  • Keeping up with the Databases – 5 Ways to Shine in a Database-Driven Paradigm
  • RFP Content Management Best Practices Open Forum

Top Reasons To Attend

  • Hear what elements are needed for a winning RFP response
  • Learn what manager searches will look like in the near future
  • Find out how strong client support can leverage new capital from existing investors
  • Gain strategies for operating efficiently under tight deadlines and short turn-around times
  • Adapt to the growing influence of investment consultants on the institutional market
  • Learn how to address investor staff turn-over
  • Discuss the impact of how financial market trends will affect your RFP responses

“Managers that Skimp on RFPs Lose Out” – FundFire

Who Should Attend

This conference is designed for Institutional Asset Management Professionals including (but not limited to):

  • VP Institutional Client Service
  • Head of Product Management and RFPs
  • Director, Institutional Sales & Service
  • Director of Consultant Relations
  • RFP Manager
  • Relationship Manager
  • Marketing Director
  • Communications Director
  • Proposal Writer
  • Sales Director
  • Client Reporting Specialist
  • Database Manager

Get Answers To These Important Questions

  • What makes or breaks an RFP response?
  • How are RFP teams managed and structured at different firms?
  • How many times should you be communicating with clients?
  • Which services will differentiate your investment team from the competition?
  • What information is necessary to include in client reports?
  • How can you maintain strong, effective relationships with important consultant gatekeepers?

“Skyrocketing Database Usage Highlights Shifting Approach to Searches” - Fundfire

When & Where

The Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA 02215
P: (617) 536-1260

We have a limited number of hotel rooms reserved for the conference. The negotiated room rate of $239 per night will expire on May 26, 2017 although we expect the block to sell out prior to this date. To ensure you receive a room at the negotiated rate book well before the expiration date and mention the conference name when reserving. Upon sell-out of the block, room rate and availability will be at the hotel’s discretion.

The Harvard Club of Boston If these walls could talk they’d let you know that the Harvard Club of Boston has been a haven for social, intellectual, and athletic endeavors for over a century. Founded in 1908 with the aim of “giving effective expression to the Harvard Spirit,” our club has done that and more!


Register Now: Space is Limited!

For more information and to register, contact Rhonda West at (704) 341-2647 or

For speaking and sponsorship opportunities, contact Samantha Rosky at (704) 341-2390 or

[+] Register Now


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