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Monday, 07 November 2016 06:17

A "Sticky" Board Room Debate About Growth

Ever been in a board room debate about growing too fast? A fund company executive shared the heated discussion that took place at her firm's last executive meeting.

The annual Schwab IMPACT Conference was held last week in San Diego. It’s a four-day gathering of RIAs and the firms providing investment products and services to this important investor category.

These days, everyone’s looking to catch the media’s attention. Knowing the right ways to get in touch can make all the difference.

Want to put your company or your fund in the media spotlight? Here are our tips on how to best stay connected if you want to see your name in lights. 

How often have you scored a terrific story about your fund in the media only to find out that your compliance team won’t allow you to reprint it or post it to your website, disclosures notwithstanding? This experience can be frustrating and disheartening.

And, what they don't want!

So, you are a fund company and you are trying to figure out what financial advisors truly want and don’t want.  You want these advisors to tell their clients to buy your fund.  

Planning, reviewing, and executing are all important steps in the public relations process.

It’s never too late to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time. 

Wednesday, 12 October 2016 06:22

Does PR Really Work?

PR has many components, so it is difficult to say whether it works or not without defining "PR". In this instance, let's assume that you are asking whether good news stories will help you attract new clients or customers.

Monday, 10 October 2016 11:37

Will Your New Fund Fly?

When launching a new fund, there are myriad considerations. Perhaps the most critical is whether investors will be interested. We are pleased to share our review of another research paper by Morningstar: The Rise and Fall of New Funds, Why Some Funds Succeed and Others Don't.  

 

Thursday, 06 October 2016 06:29

Your Media Interview - Grab the Reins

Take Control
 
Interviews don't always go as planned. The questions asked don't always lead neatly to the topics you want to cover. But, that doesn't mean the interview is a fail. 
Monday, 10 October 2016 06:01

Factors that Drive Fund Flows

Morningstar's 30 plus page research report concludes that “investors really do respond to a wide spectrum of information about mutual funds when making their investment decisions. Data on past performance, investment recommendations, firm quality, management continuity, fund structure, style tilts, and fees all have meaningful impacts on investor behavior."

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