Investor relations for a global fund requires a comprehensive and systematized but nuanced approach. The fund administrator is a critical partner, providing the tools, expertise and services necessary...

Here’s why high-quality marketing is crucial and how it can significantly impact your firm's success. Imagine your website as the front...

Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.

The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American's proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.

Finding and retaining the right marketing talent in the alternative investment sector can be challenging. With Marketing Intent, your firm can access the specialized marketing expertise needed to support and enhance your capital raising efforts.

Marketing Intent Conveying the value and expertise of your firm can be a challenge. One of the most effective ways to illustrate your firm’s capabilities and successes is through well-crafted case studies. At Marketing Intent, we’ve seen firsthand how powerful these narratives can be, especially when communicating with financial advisors about your real estate offerings. …

By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful. 

Phoenix American was awarded Fund Administration Services of the Year 2024.

LODAS enables sponsors to streamline the entire investment life cycle for investors. LODAS addresses time-consuming, inefficient alts processes, making it easier for investors to buy and sell as they choose.