fund managers

Boutique investment managers are lean and focussed on their core business of managing specialist investment products, often leaving themselves with out business development capabilities.

BDM Direct seek out managers that operate in a unique space or have a unique approach, that have stable management, clearly defined processes and a track record of performance.  We then provide our services as outsourced business development managers to introduce fund managers and the advisers.

BDM: Partnership Program

Building your profile into the large planning groups can be an expensive hobby.  To have a stand at a conference can absorb a whole years marketing budget, likewise buying advertising space in their publications.  Through our Partnership Program we co-ordinate the BDM Direct Fund Manager list to participate in conference and PD days sharing the cost, but still raising your profile.

BDM: Go to Market Program

We also employ our product distribution experience to assist fund managers step through the process of bringing new product to market.  Our role can be as simple as testing demand via our adviser network, through to assisting the manager move through the rigors of external research and rating process.

At BDM Direct we see our role as supporting investment diversity through connecting boutique fund managers with progressive advisers and their referrer networks.