Investor types

The Role of a 3PM

One of the most important jobs a 3PM has is to help its manager clients determine which investors would be most interested in their product offering(s).  This will determine the distribution channels the 3PM will focus its efforts in.  To determine this, we consider a variety of factors such as the product, the vehicle it is being offered in, the benefits and risks of the strategy, terms such as minimum account sizes and fees, tax implications and many more.