About

3PM’s goal is to cultivate relationships and business opportunities among our members, and provide them with information and on-going education about our industry. Additionally, 3PM aims to enhance our profession’s standards, integrity and business practices. This is accomplished by advancing ongoing agendas such as regulatory compliance and adherence to the highest standards and best practices applied throughout the financial services industry.

3PM began in 1998 with seven member-firms. Today, the Association has more than 70 member organizations, whose mandate is to assist investment managers in growing their asset base.

A typical 3PM member-firm consists of two to five highly experienced investment management marketing executives with, on-average, 10+ years experience of selling success in the institutional and/or retail distribution channels. The Association’s members run the gamut in products they represent. Members work with traditional separate account managers covering strategies such as domestic and international equity, as well as fixed income. In the alternative arena, members represent fund products such as mutual funds, hedge funds, private equity, fund of funds and real estate. Some firms’ business is comprised of both types of product offerings.

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