by CDC Software
Nov 04, 2010
Investment managers don't just manage portfolios; just as importantly, they manage relationships. There are two fundamental dimensions to client relationship management activity: "hunting" and "farming." "Hunting" consists of developing net new opportunities for the firm�establishing new client relationships and increasing assets under management from new client acquisition. "Farming" consists of nurturing and cultivating relationships with existing clients�retaining them and deriving new value from their loyalty.
In this white paper, learn why hunting and farming are essential areas of focus for all investment management firms, and how systematic approaches to client relationship management, supported by the right technology, can help investment management firms excel.