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Friday, 19 August 2016 14:52

Using PR to Calm Investor Fears

US Equity Funds Hit Record Outflow

In June, active US equity funds went through the largest one month outflow since October of 2008. Morningstar released a summary of June 2016 asset flows, and it had some nervously wringing their hands.  

One of our favorite aspects of the 2016 Rio Olympics is learning the athletes’ back stories. Hearing about their training processes, personal obstacles, and what differentiates them from their competitors has us rooting for them before they even hit the blocks.

“Time is tight and the budget is stretched thin.”

Adding Public Relations is an added cost that in the long run can become an invaluable tool in building your brand because it allows you to:

There are a million different ideas about branding and marketing floating around. The words are frequently interchanged, so it’s easy to lose sight of what each means individually. 

Tuesday, 02 August 2016 13:17

Survival Tactics for Small Funds


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. 

The mutual fund industry is changing, and fast.

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