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Ready, Set, Grow: What Does It Take To Grow Your Mutual Fund?

Are you ready to grow your mutual fund? Not sure where to start? Or how to tell if your efforts are working?

SunStar Strategic's Hibre Teklemariam, VP and Partner, presented "Growth Strategies for Mututal Funds and Asset Managers" to the Investment Company Instititute's (ICI) Small Funds Committee.

The presentation covered a wide range of topics pertaining to growth: 

  • Asset flow trends and growth characteristics for actively managed funds
  • Marketing strategies for growth
  • The role of PR and execution strategy
  • Learning and knowing your firm messages
  • Being proactive
  • Leveraging results
  • Social media


There were many key takeaways from the presentation which was followed by a robust Q&A. Fund managers took advantage of the opportunity and dug deeper into multiple topics. The full report from the Q&A is chock full of great tips.



Read 2536 times Last modified on Tuesday, 30 January 2018 09:05
Tuesday, 30 January 2018 08:18

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