Discover Fundfinity: Your Go-To Third-Party Marketing Agency

In today’s highly competitive financial landscape, asset managers need a robust partner to navigate complex markets and reach their target audiences effectively. Enter the leading third party marketing agency dedicated to helping international asset management companies expand their footprint in Europe. With extensive market knowledge and a tailored approach, Fundfinity is your gateway to success in European fund markets.

Why Choose Fundfinity?

Extensive Regional Market Knowledge

Offers unparalleled insights into regional markets across Europe. Our deep understanding of local regulations, investor preferences, and distribution channels allows us to craft strategies that maximize your market entry potential. By leveraging our expertise, you can enter new markets cost-effectively without the need to invest in building a local sales team.

Economies of Scale

By representing multiple asset managers, achieves significant economies of scale. This collective approach simplifies and accelerates your entry and expansion into new markets, allowing you to benefit from our established networks and resources.

How to Begin Your Journey with Fundfinit

Starting a partnership with Fundfinity is a straightforward process designed to align with your needs and expectations:

• Initial Meeting: We begin with a no-obligation initial meeting to discuss your requirements and objectives.
  
  
• Due Diligence: We conduct a thorough due diligence phase to assess compatibility and potential for a successful partnership.
  
  
• Partnership Details: We finalize the critical details, including target markets, funds to be distributed, and planned sales activities.

Seamless Collaboration Process

Our collaboration process is designed to integrate seamlessly with your operations:

• Onboarding: Includes an introduction to our processes, a review of your current distribution strategy, and a discussion of your objectives.
  
  
• Customized Strategy: We work together to develop a tailored sales strategy.
  
  
• Active Sales Partner: Fundfinity takes on an active sales role, approaching potential investors, creating marketing materials, and presenting sales propositions.

Flexible and Performance-Based Fee Structure

Fundfinity’s fee structure is designed to align with your financial capabilities and goals:

1. Fixed Retainer: Covers ongoing operational costs.
   
   
2. Performance-Based Fees: Directly linked to the success of our sales efforts, measured by the assets under management acquired.

Selecting the Right Asset Managers and Funds

We meticulously select asset managers and funds through a rigorous review process, considering factors such as:

• Manager’s reputation and historical performance.
• Investment process robustness and transparency.
• Uniqueness of the offering.
• Market demand and opportunity.

Broad Range of Asset Classes

Fundfinity specializes in distributing both liquid and illiquid investment products, including:

1. Liquid Investments: Equities, bonds, and multi-asset strategies.
   
   
2. Alternative Investments: Private equity, property investments, and hedge funds.

Success Criteria for a Fruitful Partnership

Successful cooperation with Fundfinity relies on:

• Close and transparent communication.
• Joint sales efforts, including presentations, meetings, and participation in requests for proposals (RfPs).
• Ongoing marketing support to maximize fund visibility.

Understanding Third Party Marketing Companies

A Third Party Marketing (TPM) company, like Fundfinity, acts as an external distribution partner for asset managers. We help market their fund products and services to professional and institutional investors, enabling asset managers to expand their reach without the cost and risk of setting up their distribution structures.

Fundfinity vs. Placement Agents

While both TPMs and placement agents aim to help asset managers raise capital, TPMs focus primarily on the distribution of investment products. Placement agents typically work on a project basis, raising capital for specific projects or companies.

Fundfinity’s Business Model

Our business model combines fixed and performance-based fees:

• Retainer: Covers basic costs and ensures continuous high-quality service.
  
  
• Performance-Based Fees: Linked to the success of our sales efforts, measured by assets under management acquired.
  
  
• Target Investors
  
  
• Fundfinity targets professional and institutional investors across various regions, including:

DACH (Germany, Austria, Switzerland)

UK, Netherlands, Luxembourg, Scandinavia

Investor segments include independent financial advisors (IFAs), asset managers, banks, family offices, insurance companies, pension funds, foundations, and funds of funds.

Comprehensive Services Offered

Fundfinity provides a wide range of services to maximize your sales success:

1. Market analyses and strategic advice.
   
   
2. Sales strategy development and direct investor outreach.
   
   
3. Ongoing sales through personal contacts, calls, and digital communication.
   
   
4. Roadshows, webinars, marketing materials, and PR services.

What Sets Fundfinity Apart

Our unique selling proposition lies in the wealth of experience our team brings. With extensive expertise in sales and marketing for international asset managers, we offer a comprehensive portfolio of services tailored to your needs.

Regulatory Compliance

Fundfinity operates under German and European law without specific financial regulation. We focus exclusively on distribution and do not act as financial advisors, asset managers, or brokers.

Shareholders and Structure

Fundfinity is a brand of Var Value Research & Media GmbH, an owner-managed company based in Frankfurt am Main, Germany. This structure allows us to react flexibly and independently to client needs and market changes.

Conclusion

Partner with Fundfinity, the expert third-party marketing agency, to unlock the potential of European fund markets. With our extensive knowledge, strategic approach, and dedicated services, we are committed to helping you achieve your distribution goals and grow your assets under management.  Contact us today to begin your journey to success in Europe!