The partnership between the asset managers and MyFunds Office enables you to delegate and support your sales and marketing activity. MyFunds Office works with a limited number of asset managers to meet the objectives of each partner.

MyFunds Office elaborates the marketing strategy, develops the sales and communication tools, distributes the funds and allows you to focus on new opportunities, to be more efficient and to reduce risks.

MyFunds Office ensures your visibility and gives you a competitive edge. This offer increases your company’s operational efficiency by optimizing your marketing strategy and reducing your implication in the selling process.

MyFunds Office standards

Our activity

MyFunds Office develops business strategy of the Asset Managers it represents, outsources their sales force and designs their marketing tools and communication.

This outsourcing reduces structural costs incurred today, diversifies your customer base and supports your expansion.

MyFunds Office provides visibility and real-time responses to events in financial markets. Our offer improves the business strategy and reduces the involvement in the sales process.

 

MyFunds Office distributes investment products to:

  • Institutional investors (insurance, pension fund, funds of funds, …)
  • IFAs (Independent Financial Advisors)
  • Third party managers
  • Private bankers and Family Offices
  • Platforms, insurance and banking (with a monitoring of the activity of distribution platforms)

 

MyFunds Office offers:

  • A comprehensive strategy: we establish an action plan for the asset managers in accordance with an annual development plan
  • Pricing policy: Set up a table with Management Fees regarding the type of prospects
  • Distribution: direct access (with MyFunds’ sales force)
  • Relationship Management with distributors, platforms partners, associations
  • Direct marketing
  • Visibility and Communication plans
  • Advise the Asset Manager with UCITS IV passport (European)