One of the conferences atop many investment professionals’ list is the annual Morningstar Investment Conference in Chicago, IL. This year’s event took place June 13-15 at McCormick Place and featured presentations from Vanguard, Franklin Templeton Investments, AQR Capital Management and others, including a comedic performance from SNL legend Darrell Hammond.
The Magic of Messaging and Media Training
Got a print interview or TV segment coming up? We can help you communicate confidently and effectively.
Are Undiscovered Mutual Funds Plagued by "Yelling in a Stairwell?" Consider Content Marketing.
I love this phrase “yelling in a stairwell.” It reminds me of undiscovered funds who have been in existence for many years with superb performance, but no one has ever heard of them!
We all have a story to tell. It is important that you do just that. Tell it — consistently, concisely, and frequently.
Your story is your unique identity. It quickly tells listeners who you are and what makes you different, while also providing structure and a certain kind of raison d’être for employees and internal stakeholders.
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.
Breaking through the Clutter
Whether you're talking to investors, financial professionals or reporters, your key message needs to break through the clutter and differentiate you. With over 12,000 mutual funds and thousands of managers, your target investors and intermediaries want to know quickly and succinctly how your firm will provide them tangible results.
Take pride in your company’s environmental consciousness and make it a part of your story.
If you own an eco-friendly company, you know marketing it is of the utmost importance. Check out the following strategies to learn how to tailor your marketing to your company’s values.