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Beware, sharks are circling.

There’s an old saying you’ve probably heard, “There are two things you should never talk about-religion and politics.” The saying has hung around so long because it’s true. As a portfolio manager you might consider yourself to be a fine political guru-don’t.  

Thursday, 25 August 2016 15:07

Grab the Reins in Your Next Media Interview

Make the most of your PR program and take control  

Interviews don't always go as planned. The questions asked don't always lead neatly to the topics you want to cover. But, that doesn't mean the interview is a fail. 

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.

Do you remember comedian George Carlin's infamous list of words that couldn't be uttered on TV?

We asked a sampling of mutual fund public relations and marketing professionals what words or phrases they absolutely dread hearing a portfolio manager utter and why. We’re sharing their input and comments anonymously so as to protect the guilty.

We've got a lot to say on about branding, and marketing, and recently spoke with SunStar's Kathryn Morrison for her take on the topic-you can find that conversation here. Today, we’ll continue by getting a different point-of-view, this time from SunStar Strategic’s Melissa Murphy.

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