The 
Fund Info Service provides your fund with visibility to investors at the moment
they are considering an investment decision. Daily 24/7 advertising for your fund provides investors with easy
access to the information they need to consider your fund — and you only pay per response. Plus, you build a
database of interested investors for ongoing marketing and communication campaigns.
Target an Attractive Investor Audience
The Fund Info Service targets affluent, long term shareholders who can add liquidity and stability
to your shareholder base. 59% of the investors who use the Fund Info Service go on to invest in at
least one of the funds they researched using the service.
Increase Your Fund’s Visibility and Accessibility
The Fund Info Service helps your fund stand out in a competitive marketplace.
- Daily visibility to investors through critical research media such as The Wall Street Journal, Yahoo! Finance, Barron’s, and MarketWatch.com
- Targeted mailings to the subscribers of Financial Advisor and Kiplinger’s to introduce your fund
- Delivery of financial information you consider relevant to an investor’s positive investment decision
- Increased traffic to your fund website by providing links to your site when investors request your information
- 24 hour turnaround on investor requests for your information via a website link, fax or toll-free number
Build Relationships with your Investors
The Fund Info Service provides you access to a suite of online tools for ongoing
communication with your prospective investors.
- Use unlimited email blast capability for targeted campaigns
- Analyze investor interest and perception of your fund
Measurable Results and Actionable Feedback
As a client of the Fund Info Service, you have daily access to detailed, usable
investor information through our online interface. Your client web site provides you with easy to use targeting
and communication tools that allow you to analyze investor responses to your marketing communications amd a
complete database of investors considering an investment in your funds.