GROWTH STRATEGIES
FOR ALTERNATIVE INVESTMENT MANAGERS
Lauren Savino knows a little about a lot.
What is my hook? The Savino Group empowers alternative asset managers to grow in a smart and sustainable way. We are a network of independent consultants who advise real estate, hedge fund, and private equity firms on strategies to grow assets under management.
From building a strong brand through website and marketing collateral to
Growing assets begins with building a strong brand. Leveraging technology. Recruiting and managing strong talent. Training and developing a strong team.
ABOUT
The Savino Group was founded with a vision to change how alternative investment managers approach growing assets under management. We believe that making an investment in a comprehensive marketing and distribution plan is essential to building a lasting alternative investment business.
The Savino Group is a network of highly talented professionals led by Lauren Savino. Through partnerships, Lauren has built a flexible team of marketing collateral specialists, graphic designers, technology consultants, and placement agents.
We serve all alternative asset managers including hedge funds, private equity funds, and alternative mutual funds.
Lauren Savino, CAIA
Founder
Lauren Savino started in the alternative investments industry in 2011. She began working for a Commodity Trading Advisor ("CTA") that managed a volatility strategy with approximately $250 million under management. Lauren initially developed a marketing plan to grow assets in the institutional space, but through relationships with investors and consultants, she determined that the strategy was not positioned for success. With a small team of three executives, Lauren developed a business plan to register an affiliate entity and launch a mutual fund offering of the firm's strategy. Lauren created all of the marketing collateral, implemented a CRM system, produced strategy commentary, and acted as a strategy expert for prospective client meetings. Lauren negotiated and managed relationships with third party marketing firms, but ultimately, the firm built its own internal sales force to distribute the mutual fund offering. By identifying the appropriate target market, Registered Investment Advisors ("RIA's"), and executing on a defined marketing and distribution plan, Lauren and her team grew firm assets to over $1.4 billion.
Additionally, Lauren led product development at the firm. She conducted market research to determine the largest areas of product demand among RIA's and aligned that demand with the Portfolio Team's skill set to create a pipeline of new strategies and products. With the investment team, she designed an equity alternative strategy and filed for a new mutual fund.
Today, Lauren has used the knowledge that she gathered at the CTA to help other alternative investment managers develop marketing and distribution plans that optimize their growth potential.
Lauren is a CAIA charterholder and active member of the CAIA Chicago Chapter. She is also an active member of Women Investment Professionals, 100 Women in Finance, and the Chicago Room to Read Chapter. She holds a Series 3, 7, and 63.
Details on broker’s background and qualifications are available on FINRA’s BrokerCheck website.
MARKETING
Competition in the alternative investment space continues to increase as more managers target the same client base. Our experts specialize in identifying the ideal target market based on investment strategy and product structure. We help you build a brand identity that resonates with your target market, and build collateral around a messaging strategy. Finally, we give you the tools to execute and maintain your marketing strategy moving forward.
In certain cases, The Savino Group is also available to execute your strategy on an ongoing basis and act as your outsourced marketing department.
DISTRIBUTION
Successful asset raising requires process. The Savino Group can help you build your distribution strategy from the ground up or help you improve your current strategy. We have experience hiring third party marketers from the asset manager perspective as well as acting as a third party marketer for hedge funds and other alternative investment funds. Additionally, we have built, trained, and managed internal sales teams.
Let us select the ideal strategy for your goals and budget, and either act as your distribution partner or give you the tools to successfully manage your own team.
TECHNOLOGY
Navigating when and how to implement technology to increase marketing and distribution efficiency is a daunting task. We have evaluated CRM, marketing automation, database, data room, cloud storage, and website providers. Depending on your particular goals, some, none, or all of these technologies may be a solution. The Savino Group can evaluate your current processes, make recommendations based on your needs and budget, assist in implementing the technology, and train your team to maximize an investment in technology solutions.
