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Client Type
Premier investment management firm based in Chicago
Project
Fall 2002 Fund Launch
Challenge
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To build 400,000 prospectus kits and pick-and-pack five fund
packages, for immediate distribution.
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Time is of the essence when rolling-out a closed-end fund,
and project deadlines are not flexible. Advisors need to communicate
investment details to clients and enroll investors before
the fund deadline.
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Capabilities Utilized
Mailing and Fulfillment services, Database Maintenance, and miscellaneous
Print services
Results
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The rapid entry to market (approximately 72 hours) enabled
the client to sell out the launched funds before the participation
deadline commenced.
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Services & Deliverable
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Assembled 400,000 prospectus kits and Picked-and-Packed fund
packages for immediate shipment.
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Database consolidation and creation.
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Coordinated shipping logistics, resulting in approximately
6,000 shipments.
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Press operators on-hand to meet any material replenishment
needs.
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