I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers.
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.
When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods.
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.
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.
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."
There is never a bad time to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time. No matter how good your investment management, unless you're top of mind for investment professionals, reporters and ultimately the public, you're leaving money on the table.
Andrew Friedman Shares Marketing Best Practices for Impact Investing Services
The demand for sustainable and responsible investments is growing, and many financial advisors are looking to meet this need by getting involved in the SRI space.