Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases 2013 is a conference that covers topics such as:
- Now, Let’s Hear from the Consultants – What Are OUR Client Servicing Dos and Don’ts?
- Investor Roundtable: Best Practices in Client Servicing, from Our Side of the Fence
- Client Servicing Challenges Specific to Managers with Alternative Assets
- Together for the Long Term—Best Practices for Client Retention
- Developing Global Relationships Using Effective Client Servicing
- The Essential Guide: Understanding Client Reporting Preferences, Standards and Outsourcing Options
- Strategies to Enhance Client-Review Materials and Organizing Client Meeting Agendas
- No Holds Barred: An Interactive Discussion of Today’s Challenges for Client Servicing Professionals
- Fine-Tuning Your RFP and Database Response Teams
- Creating High-Impact, High-Quality RFP and Due Diligence Responses
- Strategically Managing Multiple Databases
- Experts Speak Out: They’re Getting These Questions, Hear Their Answers
- The Essential Guide to Client Reporting
- Compliance and Regulatory Updates for RFPs and Consultant Databases
Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases 2013 is intended for institutional asset management professionals.