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.
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.
Thunderclap is storming the scene with their ability to increase company’s social media exposure.
Social media is vital to the marketing plan of any company, but it takes more than simply creating a Facebook page or Twitter account to be successful.
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.
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.
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.