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Alexandria, Virginia – March 20, 2018: SunStar Strategic, a leading financial public relations and marketing firm, announced a new client, Wisconsin Capital Management, advisor to the Plumb Funds.

The Economist often has a unique way of looking at things. Take the fund management industry, which they compared to books and music. 

Monday, 10 October 2016 11:37

Will Your New Fund Fly?

When launching a new fund, there are myriad considerations. Perhaps the most critical is whether investors will be interested. We are pleased to share our review of another research paper by Morningstar: The Rise and Fall of New Funds, Why Some Funds Succeed and Others Don't.  

 

Monday, 10 October 2016 06:01

Factors that Drive Fund Flows

Morningstar's 30 plus page research report concludes that “investors really do respond to a wide spectrum of information about mutual funds when making their investment decisions. Data on past performance, investment recommendations, firm quality, management continuity, fund structure, style tilts, and fees all have meaningful impacts on investor behavior."

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