Socially Responsible Investing (SRI) has grown rapidly at a steady pace over the last decade and currently accounts for nearly $30 trillion of the investable assets.

Investors know they pay a fee to invest in funds – it comes out in the expense ratio. 

Thus far in 2019, the stock market had been performing fairly well-investors were almost giddy.

SunStar Strategic's 2019 Mutual Fund Conference, Thriving in an ever-changing industry, is designed for small- and medium-sized firms that have good funds they want to grow.

SunStar’s Conference, “Thriving in an Ever-Changing Industry,” will be held Monday and Tuesday, April 29 and 30, 2019 at the Dupont Circle Hotel in Washington D.C.

Strategic Insight and Flowspring headline SunStar’s Conference, “Thriving in an Ever-Changing Industry” offering actionable ideas to grow assets.

Just like in life, change in the mutual fund industry is constant.

Mutual Funds have changed quite a bit over the past decade – is that trend likely to continue?

Periods of uncertainty can often coincide with market volatility.

Building strong relationships with clients is essential to success. There must be a certain level of trust and confidence between clients and asset managers.