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An in-depth look at how to handle off-topic or aggressive questions

 

Morningstar recently announced changes to its Morningstar Analyst Ratings system, now applying this forward-looking rating to ETFs. In addition, ETFs will now be combined into the same relevant peer group alongside mutual funds for the traditional Morningstar one to five-star rating calculated quantitatively using backward-looking performance and risk data. 

Monday, 19 September 2016 12:17

The Sun is Shining on Mutual Fund Companies

According to Moody’s, the third quarter could be upbeat for mutual fund companies.

You’re a busy portfolio manager and your firm tells you to go through media training before you start talking with the media.  You may think, “Why?  I am smart and I know what I am doing. I just don’t have the time!  I have shareholders in need.”

A thriving Twitter presence is an essential component of any comprehensive marketing program. For anyone who manages a professional Twitter account, automation services have likely become your holy grail. Without them, it would be nearly impossible to escape the glow of your computer screen.

Communication, Communication, Communication

I’m an alternative energy company looking to make a name for myself now what am I supposed to do? COMMUNICATION IS KEY, especially for alternative energy companies. With so many misconceptions out there alternative energy companies need to focus on creating top notch communications, with their investors, reporters and lawmakers.

The Magic of Messaging and Media Training

Got a print interview or TV segment coming up? We can help you communicate confidently and effectively.

Breaking through the Clutter


Whether you're talking to investors, financial professionals or reporters, your key message needs to break through the clutter and differentiate you. With over 12,000 mutual funds and thousands of managers, your target investors and intermediaries want to know quickly and succinctly how your firm will provide them tangible results.

US Investors May Fear They've Missed the Boat on this Recent Market Rally

-US equity funds shed $8.2 billion in the week ending July 20

-US bond funds captured almost double that amount

The mutual fund industry is changing, and fast.

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