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Asset Management Professional Member
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Number of Years in Industry
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Referrer
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Please input your referrer's email address.
Profile Questions
We appreciate you joining, please tell us about your interest in FLX.
*
Want to represent multiple asset managers
Want access to non investment related solutions to assist my clients and their businesses
Want to leverage an alternative method to engage my peers and clients
Want to be a part of something that changes the industry
Want access to interesting value add offerings to help my business
Want access to differentiated investment content
How do you build new relationships? (Choose 2)
*
Through cold calls
Through digital campaigns
Through existing relationships
Through social media
Through structured process
Through centers of Influence
Which vehicles do you have experience with?
*
Active ETF
Passive ETF
Non-Transparent Active ETF
ESG
Hedge Fund
Closed End Fund
Open End Mutual Fund
SMA/UMA
Interval Fund
Private Credit/BDC
Real Estate
Private Equity
Private Placements (Reg D)
Third-party Model Portfolios
Firm Discretionary Model Portfolios
Insurance
CIT
UCITS
UIT
When you schedule out the work week, what do you prioritize? (Choose 1)
*
By client revenue
By client assets
By client service
By new business development
Have you ever worked with a multi-boutique platform?
*
Yes
No
To provide you relevant information, which job descriptions below would most describe your background
*
Client Portfolio Manager
Consultant Relations
Data/Business Intelligence
Digital Marketing
Executive Leadership
Finance
Human Capital
Information Technology
Institutional Sales
Legal & Compliance
Marketing
National/Key Accounts
Operations
Other
Portfolio Management
Sales Management
Trading
Wholesaler
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