Services for fund companies

Asset managers worldwide who wish to sustainably develop the German-speaking region are in good hands with artis.

For whom?

Focus on fund initiators

Our cooperation with fundraisers and product initiators extends to the following asset classes:

Direct real estate investments
Indirect real estate investments such as “investment KGs” (according to the KAGB)
Indirect real estate investments such as AIF segregated mandates (according to the KAGB)
Debt funds
Logistics (equity)
Infrastructure funds (equity)
Renewable energies funds
Private equity
Venture capital
Precious metals / crypto / commodities
Equity financing of start-ups
Liquid alternatives
Other

What?

Our offer: Development of a sales strategy up to full placement

Examination / Selection phase

Fund concept is presented by the asset management company
Discussion of the concept among artis’ shareholders
Preliminary examination
Review of the fund concept and external partners e.g. KVG and custodian bank
Market sounding
Competition analysis
In-depth due diligence
Internal due diligence
Sales assessment and value-add analysis for institutional investors
Support in the preparation of sales materials e.g. factsheet, presentation, RfP, memorandum and questionnaires
Equity capital rising

Preparation of placement

Definition of the distribution strategy
Preparation of marketing and press activities
Asset management company concludes contracts with external service providers such as KVG, custodian bank etc.
Obtaining sales permits
Asset management company provides sales materials
Internal pre-selection of potential institutional investors
Appointments with potential prospects
Asset management company presents fund concept to potential investors
Joint analysis of initial discussion between artis and the asset management company

Ongoing distribution phase

Follow-up with initial contacts
artis presents the fund concept to other potential investors through calls and mailings
Arrangement and implementation of presentation dates / telephone conferences with institutional investors / roadshows by fund management and artis
Joint analysis of the achieved sales results between the asset management company and artis
Follow-up with potential prospects by the fund management and artis
Support from artis in final negotiations

(1) Concept for discussion

(2) Definition of strategy

(3) Provision of sales materials

(4) Discussions with investors

(5) Closing

Our network in the institutional client segment:

Insurance companies
Pension funds
Church organizations
Corporations
Single family offices
Multi family offices
Banks and savings banks
Foundations
Fund of funds
Capital management companies / AIFM
Consultants

Our contacts among the institutional investors:

Board members and Managing Directors
CIOs
Area Managers
Head of Department
Investment and Portfolio Managers
Pension Fund Managers
Fund-of-Funds Managers
Research Associates
Consultants

Why?

Why does it make sense to work with a placement agent?

We know the needs of institutional investors in German-speaking countries.
There is a large number of highly specialized asset managers in various asset classes who are trying to position themselves in the institutional market. It is difficult to implement this strategy, as knowledge of the institutional market is usually poor. This applies in particular to:

Lack of knowledge about the requirements of institutional investors in the German-speaking area
Insufficient access to potential institutional investors
Insufficient knowledge and experience with regulatory requirements
Establishing an in-house sales force is complex and expensive.

artis’ tasks in detail:

Advising asset management companies that want to establish institutional business
Support in product structuring (from an investor’s perspective)
Support in the design of fund documents and product positioning
Development of sales processes (organizational consulting)
Participation in the monitoring of competition
Acquisition of equity capital
Market sounding and analysis of investor behavior

Where?

Global