AIMSE Member Benefits

AIMSE is access to Industry Insights and Trends
Industry Best Practices
Peer Interaction
Consultants & Plan Sponsors
Alternative Sales and Distribution Strategies

AIMSE: STRENGTH. DEDICATION. GROWTH. Founded in 1977, the Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Beginning with 125 members, AIMSE today has close to 800 members worldwide.

WHO IS AIMSE?

• U.S. and Canadian member firms managing in excess of $12 billion in investment management assets
  
  
• 23 of the 25 largest managers ranked by U.S. institutional tax-exempt assets under management are member firms
  
  
• Member firms include traditional and non-traditional asset managers, hedge funds, and defined contribution plan service providers
  
  
• AIMSE International has members in the UK, Netherlands, Sweden, Denmark, France, Germany, South Africa, Italy, Switzerland, Spain, Greece, and Australia
  
  
• Plan Sponsors Represented at AIMSE Events:
  3M, AFL-CIO Dept. of Corporate Affairs, Ameritech Corp, Annuity Board of the Southern Bapitst Convention, AR Public Employees’ Retirement System, Arizona State Retirement System, Assoc. Gen. Contractors of America, Board of Pensions of the Presbyterian Church (USA), New York City Police Pension Fund
  
  
• Investment Consultants Represented at AIMSE Events:
  Arthur Andersen, Asset Consulting Group, Inc., BARRA RogersCasey, Buck Consultants, Inc., Calibre Investment Consulting, Callan Associates Inc., Baring Asset Management, Inc., Cambridge Associates, Canterbury Associates, Capital Resource Advisors, Casey Quirk & Acito, Consulting Services Group, L.P.

The ANNUAL MARKETING AND SALES CONFERENCE features workshops, professional development courses, consultant and plan sponsor roundtables, motivational speakers, and exhibits.

Recent highlights include:

• Developing a Marketing Plan
• Industry Leaders Look at the Investment Management Business
• Increasing New Business Win Rates and Improving Client Retention with New Market Research Techniques
• Alternative Investments: An In-depth Look
• Big Firm, Small Firm—Does Size Really Matter?
• Personal Branding

The Annual CONSULTANT—PLAN SPONSOR—MANAGER DIALOGUE puts you in the room with top consultants and plan sponsors where they give you unique insights into issues currently impacting their organizations and the corresponding effect on their asset allocation and manager selection decision-making processes.

• How to effectively present your organization and its products
• A "No Holds Barred" opportunity to anonymously question consultants and plan sponsors on the issues of greatest concern to you and your firm.

REGIONAL MEMBERS’ MEETINGS provide opportunities for education on current investment issues, insights into the latest sales and marketing techniques, all close to home!

The AIMSE/WHARTON INVESTMENT INSTITUTE is an advanced, interactive program designed specifically for the investment management sales executive. Held at the renowned Wharton School, this highly intensive program offers 20 custom designed courses in finance and marketing. CFA Charter-holders and other AIMR members have received CFA continuing education credits for attending.

Benefits to your firm…

• Access to information on key market is trends impacting plan sponsors, consultants, sales channels, and investment product demand
• Access to industry-wide best practices
• Access to knowledge that will raise the quality of your sales and marketing interactions
• Access to consultants and plan sponsors
• Access to sales and marketing plan development expertise