A Resource for Independent Investment Management Marketing & Sales Professionals since 1998

Looking specifically for information pertaining to Non-US based firms and how 3PM can help you? Click Here.

3PM provides a range of opportunities to help 3PMs strengthen their businesses

The 3PM Association works closely with its members to:

• promote 3PM industry awareness

• advocate and educate on behalf of our constituency

• act as a clearinghouse for information that enhances the reputation of our industry

• network with peers to assist in finding opportunities, and

• benefit from vendor discounts

Benefits of Membership - US based Firms

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"Being a member of 3PM is far more important than being necessary for success; it is absolutely necessary for survival."

Claude R. Parenteau, Parenteau Associates, LLC, 3PM Member

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Manager Referrals

Often, investment managers begin their research into third party marketing by visiting 3pm.org. It is not uncommon for Association members to receive direct inquiries as a result.

Since most 3PM firms will not represent managers competing in the same asset class, members often refer potential clients to each other, enabling firms to grow both the industry as well as
their top line.

Networking Opportunities

As with any industry, third party marketing has its own unique set of business challenges.

3PM encourages informal networking among its members by
providing members’ contact information; ample conversation
opportunities throughout our Annual Conference agenda; and a
collaborative rather than competitive atmosphere amongst its
membership.

Regulatory & Compliance

Regulatory and compliance issues are often cited as one of the most important benefits of membership in our Association.

3PM helps member firms to keep abreast of industry developments by offering webcasts focused on timely issues affecting most organizations as well as sessions at its annual conference. The Association, through its regulatory committee also works with regulators to provide important feedback to the rulemakers about the
industry and how new rules impact our members.

Previous webcast topics include 3PM / BD Relationships, Contracts, State
Registrations and Issues for 3PMs operating Broker Dealers, as well recent
regulatory updates which are applicable for both 3PMs and Investment Managers.
Replays are available free to members on the Member’s Only page of the website.

Annual Conference

3PM’s Annual Conference provides members an opportunity to network and discuss issues facing the industry. All topics and speaker presentations are geared specifically to 3PMs and managers to help members better manage their firms on a
day-to-day basis.

Vendor Discounts

3PM has negotiated significant discounts from several leading industry vendors for its members. The list of providers include: conference sponsors, performance measurement systems, analytical tools, database providers and industry newsletters and publications.

Have a vendor in mind with whom you would like for 3PM to seek a membership discount? Let us know.