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I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers. 

Fund firms are likely to face downward pressure on fees, as well as fewer mutual fund share classes, based on the Department of Labor’s (DOL) fiduciary rule, according to a recent story in Investment News

Thursday, 29 September 2016 10:51

Do Asset Management Firms Need Digital Marketing?

The short answer is yes.

Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now. 

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. 

There are many financial industry conferences hosted every year. Each event requires a hefty "investment" of time and resources. Choosing which conferences to attend each year can be a daunting task. 

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.

Are Undiscovered Mutual Funds Plagued by "Yelling in a Stairwell?" Consider Content Marketing. 

I love this phrase “yelling in a stairwell.” It reminds me of undiscovered funds who have been in existence for many years with superb performance, but no one has ever heard of them!  

Tuesday, 30 August 2016 12:17

Is Market Volatility Here to Stay?

Market Volatility Is Here To Stay. How Are Some Investors Dealing With It?

The first half of the year saw the market heading toward stability and growth for the first time in years. 

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

Morningstar reported that active US equity funds suffered the largest monthly outflow since October of 2008.

Active managers had a tough time in June.  In fact, they’ve had a tough twelve months: active managers have lost over $315 billion in assets over the past year according to Morningstar. 

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