Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:CSAM Focuses on the Advisor Not Rated 2.3 Email Routing List Email & Route  Print Print
Tuesday, April 9, 2002

TARGETING
CSAM Focuses on the Advisor

by: Tony Pennino

Recently, Credit Suisse Asset Management (CSAM) moved away from no-load mutual fund products to a purely load platform. Now, the firm is ramping up its efforts to say "hey" to institutional investors and the advisor community and convince them that they are CSAM's focus.

"We've begun a new ad campaign specifically targeted at institutional investors and what is broadly called the advisor channel," Shiv Metha, head of product management and marketing for CSAM Americas, told the MutualFundWire.com.

"Recently, we made a decision that our investment style is not a good fit for the retail channel. Our customers tend to be more sophisticated; they are certainly from the high-net-worth end of the spectrum. We have decided to focus in on their needs," the executive continued.

The ads for the new campaign will appear in such publications as Barron's, Pensions & Investments, On Wall Street, and Registered Representative. Metha describes the campaign as raising awareness among the targeted audiences. "We are looking to keep the ads light and interesting. There is little body content," he explained. Future campaigns will provide more specific information in them.

The ads will carry such tag lines as "The best research is rarely found in an e-mail attachment" and "In our experience, the most unappreciated companies sometimes appreciate the most". The firm will follow-up the ad campaign with meetings with advisors and, perhaps ironically, targeted e-mails. CSAM developed the ads in conjunction with the advertising firm Kirshenbaum, Bond and Partners.

Current CSAM no-load customers will be grandfathered in, but there will be no new no-load customers allowed to invest in the funds.

The new ads should be hitting the streets this week. 

See the list of all the 2002 Most Influential People



Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

2.3
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use