Hi everyone!
I will have a job interview in which I have to do a mock cold call. I will be calling a potential investor that may be interested to invest in hedge funds, so a High-net or a financial institution. I need to ask the investor questions about their investment preferences, so I get the necessary info about his investment objectives and strategy. This is not a sales call, this is more about information gathering, but I also have to be able to promote the services of my company.
The main part here is what questions should I ask an institution investor/High net to understand their investment strategy? The investor will know the reason of my call so I don't have to hide anything or ask indirect questions.
Remember that am trying to understand if the investor is interested to invest part of his AUM in hedge funds.
Are you an accredited investor?
What is you asset allocation? (To understand what sort of hedge funds strategy would give better diversification)
What is the profile of your customers? (retirees, young professionals, endowments..)
Do you have a hedge funds or FoF investment vehicles?
What are your investment objectives?
What is the measure of risk you use? (Sharpe, Shapiro?)
Any other important stuff to ask?
Thank you for your input :)
Hi iliavko, any of these topics helpful:
Or maybe the following users have something to say: Aldo-Claparols she_monkey Charles-Mengue12
Fingers crossed that one of those helps you.
Like so:
The reason for the call today, John, is, something just came across my desk, John. It is perhaps the best thing I've seen in the last six months. If you have 60 seconds, I'd like to share the idea with you. You got a minute? Actually, I'm really very... The name of the company, Aerotyne International. It is a cutting edge high-tech firm out of the Midwest awaiting imminent patent approval on the next generation of radar detectors that have both huge military and civilian applications now. Right now, John, the stock trades over-the-counter at 10 cents a share. And by the way, John, our analysts indicate it could go a heck of a lot higher than that. Your profit on a mere $6,000 investment would be upwards of $60,000!
Sit repellendus at dolorum eos a. Magni temporibus eos recusandae explicabo ut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...