BLUE FOX ADVISORS
SALES & MARKETING AFFILIATE FOR INSTITUTIONAL RESEARCH PROVIDERS
Blue Fox Advisors is a provider of high quality, independent global strategy, and research to institutional investors through the representation and support of boutique firms covering varying assets and strategies
Services include institutional sales, marketing, client service and support, coordinating appearances, content fulfillment & distribution, copy editing, invoicing, and strategic idea development.
Blue Fox works with our select research partners to expand their subscription base and manage their client interactions and communications. Each partner’s experience with Blue Fox is unique, as we can tailor our services based on their needs.
WHAT WE DO
Selling research and services to institutional clients in the financial industry requires an understanding of the content itself, how it is used by clients, and where it fits into the Financial Services spectrum.
Blue Fox Advisors has the institutional experience for handling the important discussions, budgetary hurdles, compliance requirements, and lengthy acquisition cycles required to gain inroads into successful client relationships.
Modern marketing activity remains difficult to obtain a high return in the independent research space. This is due to the uniqueness of the offering, the continuously changing landscape, and the complex nature of matching a service with the right client.
Blue Fox accomplishes this through important connections, appropriate communication, and relevant conversations. Usage of various media outlets and partnering with well-known and highly credible persons in this space is a prime focus of gaining exposure.
Blue Fox has experience dealing with SEC and FINRA regulatory requirements and standards for institutional research. We do not replace the use of compliance representation; however, we can provide guidance.
We can provide guidance on implementation of requirements, required filings, suggestions for maintaining best practices, and when needed can refer to licensed compliance support.
INVOICING AND COLLECTIONS
We provide billing and collections related support for our research partners. By taking these time-consuming administrative burdens off their shoulders, our partners can focus on what really matters…their research.
Blue Fox works with our research partners as needed to help with desktop publishing, editing, graphic design, video production, content distribution, and various other services needed to provide quality products to the end clients.
AGREEMENTS AND LEGAL
Blue Fox represents our research partners in the coordination, negotiation, and settlement of client agreements as needed. This includes handling client DDQ, MSA’s, renewal addendums and other items that often take up precious time.
WHAT OUR PARTNERS DO
INVESTMENT COMMENTARY, WEBINARS, CONSULTING & SPEAKING ENGAGEMENTS
Our clients publish regular commentary to update subscribers with their views regarding equities, fixed income, global markets, interest rates, currencies, commodities, and various other related topics. The quantity and length vary amongst the partners, with some providing longer thought pieces a couple of times per month, and others publishing multiple times per week.
Our clients may also provide investment updates for their subscribers via webinars as well as conduct special webinars with guest panelists and moderators when possible. This is a great way for the strategist to share the charts and data they are currently monitoring as well as provide an opportunity for Q&A.
Subscribers often have questions regarding the various topics that our partners are presenting. Blue Fox helps facilitate occasional calls, emails, or in person meetings with the particular partner to address those questions, as well as potential discussions with a subscriber team that may want to dive deeper into a topic.
Our partners are available for speaking engagements at industry conferences or corporate events and are comfortable with roles ranging from presenter to a panel discussion to giving a keynote address.