Partners - Member Benefits Providers
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3PM has Partnered with the following Providers to offer its Members discounts to the following products and services.
For more information about these offers, members should visit the Members-Only page on the Association’s website.
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Creative Markting Alliance (“CMA”) Association Management has successfully served a diverse range of international, national and regional association clients for nearly two decades. A full-service association management and marketing company, we offer turnkey solutions with expertise in Executive Leadership and Governance, Financial Management, Member Services, and Marketing Services including in-house design studio, interactive media and public relations. CMA’s PromoPlus Affinity Program offers discount savings and rebate money back to 3PM to boost non-dues revenue. |
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Critical Value Advisors is a relationship-based consultancy that works with emerging fund managers on all aspects of starting and growing a fund. The firm partners with fund managers to bring them to a stage where they have a complete infrastructure in place, are screened and qualified to raise capital. Critical Value will then engage with third party marketers to intelligently match the right 3PM with the right fund manager. The goal is to make the capital raising process as seamless and effective as possible. |
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Eager, Davis and Holmes - Three senior Partners with over 70 combined years of consulting know-how. Experience helping hundreds of investment managers address their strategic and tactical issues -including 41 of the top 50 as ranked by U.S. tax-exempt assets. Observers of over 1,600 investment manager presentations. Completion of over 120 client service-oriented projects for investment managers. 3PM Members will receive a huge discount to both the Insurance Marketing Intelligence Program and to Tracker Hiring Analytics. |
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Financial Investment News is the number one provider of sales and marketing tools for investment managers in the U.S. FIN offers 3PM Members an exclusive discount on FINsearches as well as their publications FINdaily, Nonprofit News and Emerging Manager Monthly. |
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Fairfield University prepares undergraduate, graduate, and continuing education students for leadership and service in a constantly changing world. Approximately 5,000 students from 35 states, 46 countries, the District of Columbia, and Puerto Rico are enrolled at the University's six schools. 3PM has partnered with Fairfield University to give its members access to the University’s Internship in International Studies Program. Participation in this program will provide 3PMs with the added resources needed to efficiently run their businesses in an extremely cost-effective way because there are no financial costs involved with participation in this program. |
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FinLab SA is a software solution company solely focused on the development, distribution and support of PackHedgeTM, the world’s most advanced application for investment data management, research and analysis, asset allocation modeling, portfolio management and report publishing. Whether your firm simply wants to quickly generate key statistics and presentation quality reports or needs to aggregate multiple sources of hedge fund data into one clean “duplicate-free” platform for conducting in-depth screening, portfolio construction/monitoring, proformas or fund of funds shadow accounting, PackHedgeTM’s sophisticated suite of tools can be implemented to meet your specific needs. 3PM Members received a discount on the standard prices of PackHedgeTM as well as a waiver of the initial set-up and training fee |
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Focus Point Press has been publishing relevant market, fund and investment news for industry professionals in its weekly publications since March of 2007.Our publications, which currently include Emerging Manager Focus and Public Fund Focus, are designed to appeal to executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planners, 401 (k) Plans, Investment Consultants, Brokers, Dealers, Rating Agencies, Lawyers, Accountants and High-Net-Worth Individuals. 3PM Members receive a discount off the standard prices of these publications |
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Informa Investment Solutions, Inc. (“IIS”) provides investment professionals with customized systems and outstanding services for use in their own client relationships. PSN Enterprise is Informa’s web-based application powered by the PSN investment manager database, the most comprehensive data source for separate account information. PSN Enterprise gives you the ability to measure performance, conduct detailed statistical analysis and assess risk.3PM Members receive a substantial discount on the product’s standard list price. |
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Infovest21 is an information services company for the hedge fund industry. News, manager interviews, white papers, surveys and industry events provide the qualified investor, the institutional investor, and the alternative investment manager with customized information that will assist each in a time and cost-effective manner. Efficient delivery of information, cutting-edge technology and a niche focus are the themes to the innovative services provided. 3PM Members receive a discount off the standard list price. |
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JG Advisory Services, a comprehensive hedge fund compliance consulting firm and a leader in technology solutions for hedge fund compliance, is pleased to announce the release of PWG TechCheck© and has agreed to provide a special discounted subscription price to Members of 3PM. PWG TechCheck© is a powerful online checklist tool for hedge funds to assess themselves against the Best Practices for the Hedge Fund Industry set forth in the Report of the Asset Managers’ Committee to the President’s Working Group. |
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Meridian-IQ is the newest, deepest and most up-to-date database of Registered Investment Advisors on the market and also represents the next generation sales and marketing workflow engine incorporating the deepest and most accurate advisor database, time management tools and business planning software. Meridian-IQ has been developed by a team with decades of combined experience working with hundreds of financial institutions to help them utilize information and tools to most effectively drive their sales, marketing and research efforts in the RIA channel. Meridian-IQ is the first system of its kind to deliver both the data and software tools needed to efficiently maximize your business with advisors.
Please visit us on the web to learn more: www.Meridian-IQ.com.
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Markov Processes International, LLC (“MPI”) is the leading provider of superior investment research and reporting solutions. MPI’s software applications are employed by the world’s finest institutions and financial services organizations to enhance their investment research, marketing, and reporting. MPI offers the most advanced platform available to both analyze and present the performance of hedge funds, mutual funds, portfolios and other investment products, as well as asset allocation and portfolio optimization tools. MPI is offering 3PM Members a substantial discount ofn their Stylus Pro software
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Morningstar. is a leading provider of independent investment research. Morningstar Direct, was launched 2001, and today more than 950 institutions worldwide use this product for competitive analysis, differentiating and positioning investment offerings, and developing compelling presentations. Morningstar Direct features comprehensive and timely access to industry leading data on over 300,000 active investments, and access to a variety of third-party global market indexes, GICS® sectors, and more. 3PM Members will receive a discount off the cost of a year’s subscription to Morningstar Direct. |
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Opal Financial Group coordinates leading institutional investment and securitization events in Europe, the United States and South America. Institutional investment conferences are designed for High-Net-Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401(k) Plans, Investment Consultancies, Brokerage Firms, Rating Agencies, Law Firms and Accounting Firms. 3PM’s Partnership with OPAL will provide members discounted registration to any of their conferences. |
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Preqin is a leading supplier of information to investors, fund managers and advisors across the global alternative assets classes, covering hedge funds, private equity, real estate and infrastructure. The firm maintains a comprehensive database of Profiles of Institutional Investors in Hedge Funds.
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StokTrib starts with holdings-based style analysis, comparing your portfolio to the benchmark, and gives you the opportunity to customize the benchmark. Then StokTrib identifies successes and failures in both graphic and tabular detail, including a determination of statistical significance, even for short periods of time. StokTrib is superior in its benchmark flexibility, its identification of statistical significance, and its consultant-centric approach. Evaluate Skill. Not Style. Not Luck. 3PM members receive a discount off of the standard list price.
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Style Scan The next generation of style analysis is now available for the first time. Until now, style analysis has relied upon complex black boxes that users needed to accept on faith, but now style analysis has just become friendly, fun and FREE, so you can readily understand what is happening in this crucial portfolio diagnostic. It’s easy. This breakthrough shows the style of every stock in the portfolio so black boxes are no longer required. 3PM members have free access at http://www.ppca-inc.com/StyleScan/Demonstration.aspx. Copy and paste your own portfolio holdings into the box provided on the Website. It's simple and straightforward. For further information, please contact Ron Surz, President of PPCA Inc., at 949/488-8339.
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