| THE 7 HABITS OF HIGHLY SUCCESSFUL HEDGE FUNDS QUESTIONAIRE |
| HOW CONFIDENT ARE YOU IN YOUR FIRMS ABILITY TO EFFICIENTLY AND EFFECTIVELY ADDRESS THESE QUESTIONS? |
| THE 7 HABITS |
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| 1. IDENTIFICATION |
1- How Do I Identify Investors by "Type"? Demographically? Behaviorally?
2- How Do I Identify "New" Investors/Allocation Opportunities (RFPs)?
3- How Do Investors and Consultants "Identify" MY Firm?
4- How Do I Identify MY Competitors for Allocations?
5- How Do I Identify Products and Services that Enhance MY Firm's Profile? |
| 2. EVALUATION |
1- How Do I Qualitatively and Quantitatively Evaluate Investors?
2- How Are Investors and Consultants Evaluating MY Firm?
3- Do I Have An Understanding of the Evaluation Process of EACH Investor Segment?
4- What's the Depth and Quality of MY Relationship with Clients? Service Providers?
5- How Do I Evaluate The Products/Services of 3rd Party Providers including Prime Brokers?
Administrators? Lawyers? Accountants? Technology Providers? |
| 3. COMMUNICATION |
1- Who Do I "COMMUNICATE" With About MY Firm?
2- Does MY Communication Infrastructure Promote Regulatory Compliance? Maximize Efficiency?
Increase Allocation Rate? Maintain and Increase Retention Rates?
3- How Frequently Am I Engaging in Investor Communication?
4- How Do I "INITIALLY" Communicate With Investors?
5- What Type of "ON-GOING" Communication Activities Are Best for MY Current Investors?
New Investors? A Diversified Investor Base? |
| 4. EDUCATION |
1- Who Do I "EDUCATE" About MY Firm?
2- How Frequent Are MY Investor Education Efforts?
3- What Type of Educational Activities Are Best for MY Current Investor Base? To Reach New Investors?
Diversified Investor Base?
4- How Do I Optimize Educational Outreach Opportunities and Resources?
5- What Post-Outreach Activities Help to Convert Educational Opportunities to Allocations? |
| 5. ALLOCATION |
1- Do I Understand the Allocation Process of EACH Investor Segment?
2- Do I Have IN-DEPTH Allocation Profiles of MY Investors?
3- Do I Have an Easy and Efficient Allocation Process?
4- Do Investors Understand MY Firms Allocation Process?
5- How Do I Increase the SPEED and SIZE of Allocations? |
| 6. RETENTION |
1- How Do I Achieve & Maintain a "High Retention Rate"?
2- Do I Have a Process To Identify "At-Risk Investors"?
3- How Do I Increase The "Stickiness" of Assets?
4- What Activities Am I Engaged In To Promote "Investor Loyalty"?
5- How Do I "Fire" a Client? |
| 7. DIVERSIFICATION |
1- How Do I Raise MY Visibility Among "NEW" Investor Segments?
2- What "Type" of Investors Are Most Suitable for MY Firm?
3- What Infrastructure Do I Need to Attract and Support Increased AUM?
4- What's The BEST Way for MY Firm to Increase AUM? Cap Intro? 3RD Party Marketer? Incubator? Other?
5- What Can I Expect From Cap Intro? 3rd Party Marketer? Incubator? |
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