The Fund Manager's Marketing Manifesto

About Whitehall Financial Data

Alternative Investor Information at It's Best!

WFD is an online alternative investor database comprised of both private and institutional investors.  This contact database offers the alternative fund manager the ability to target investor firms worldwide including  North America and Europe.

When markets move, the people comprising alternative investment firms  move as well.  Simple things such as key contacts, addresses, phone numbers, titles, and positions change frequently.  More importantly, when markets move, investors reevaluate their strategies, reshuffle their portfolios, and redirect their assets.

The main question for investor relations personnel is: How can I stay current amidst all this change?

It is easy to keep the information of a few key customers or prospects up to date. However, it is exceedingly difficult to keep contact and mandate information fresh for hundreds or thousands of alternative investors.

Typically, alternative investor contact databases are updated annually. As a result, when markets shift much of the contact data quickly becomes obsolete.  E-mails bounce and phone numbers no longer connect the marketer to the right person. In some cases, contacts are no longer in the target investment area or have moved to other firms.  In other cases, firms have downsized and relocated.

In short, out-of-date data creates a host of scenarios for perfectly good sales and marketing campaigns to stall.

WFD solves this dilemma by providing fund managers with an alternative investor contact database that is updated every three months in order to capture investors fund manager requirements.

A High-Value Database

Simply stated, WFD provides value that other database vendors do not.

Over 16,000 private and institutional investor contacts. 

Data on alternative investors is fragmented, existing mostly in various static lists scattered across the internet. These lists are incredibly inaccurate and out of date.  However, WFD is the only company that offers a comprehensive, accurate, as well as up to date list of more than 16,000 private and institutional investors in one searchable, live database. 

14 Investor Category Lists. 

Many database vendors only sell lists of investor segments, such as U.S. funds of funds, European pension funds, or Asian family offices. In contrast, WFD offers database packages that can purchased by investor category individually or bundled together. WFD divides the alternative investor universe into 14 categories: consultants, endowments, family offices, foundations, funds of funds, health-care plans, insurance companies, corporate pensions, government pensions, sovereign wealth funds, private banks, tax-exempt institutions, union plans, and wealth advisors. Of this universe, approximately 40% of investors are located in North America, 40% are in Europe, and 20% are located in other regions around the world. 

Alternative Investor Contact and Mandate Information. 

Most investor databases provide only contact information. WFD goes a step further by providing not only contact information but allows you to search via investor mandate..  Our data profiles report investor interests, including the types of funds and strategies investors are seeking. Furthermore, fund managers can search for alternative investors by the investors desired strategy, fund size, and track record.  

WFD allows its clients the ability to create relevant and accurate prospect lists based on matching investor mandates; the investors desired fund type and strategy. This is why WFD is the premier alternative investor database in the alternatives industry, providing you the fund manager client what the investor firms are seeking right now.