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Another helping hand never hurts.

Growing a mutual fund in this day and age can be a daunting task. With hundreds of thousands of funds out there, it can be nearly impossible to stand out and draw investors to your fund. 

Lessons in public speaking and interviewing abound, but do bear repeating.

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. 

Outlining the difficulties ahead as the trends seem to be strongly in place

The trend toward passive investment strategies, and away from active asset management, will accelerate, according to Moody’s. 

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.

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