How To Boost AuM By Aligning Your Fund Distribution & Marketing Teams

When it comes to funds, alignment is good.

Everyone who works at a fund – whether they are talking to clients, analysing data, handling payroll, or making the lunchtime sandwiches – should understand and appreciate the role of each department.

Because when there is cooperation and alignment across a firm, it leads to a consequent boost in AuM.

But this is easier said than done, as each department has its own responsibilities, priorities and aims, which often don’t align easily with that of other teams. And one area where this is particularly true – but where alignment is so desperately needed – is the relationship between the fund distribution and marketing teams.

These two teams, both with the same ultimate aim of raising and retaining assets, often operate as separate silos. Although they are both working to achieve the same thing, they have a different stake in the process and can end up falling out and resenting the other.

How do you solve that?

That’s what this ProFundCom report is all about.

Paul Das
CEO
ProFundCom

Download the report by filling out the form below.