Small funds have tough choices to make if they want to survive.
First, as a fund owner, you can choose to grow through acquisition, picking and choosing among the many funds looking for an exit strategy.
Summer is upon us, which means more outdoor activities like beach parties and swimming. No, this isn't another story about how to lose those last few pounds to improve your look in a swimsuit. Instead, we are comparing strategies to build a sandcastle and grow a mutual fund.
Do you remember comedian George Carlin's infamous list of words that couldn't be uttered on TV?
We asked a sampling of mutual fund public relations and marketing professionals what words or phrases they absolutely dread hearing a portfolio manager utter and why. We’re sharing their input and comments anonymously so as to protect the guilty.