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11
Aug

Emerging Trends in ESG Investing

A paradigm shift has been unfolding while most of us have only observed changes to the environment and the climate. Major, long-range economic trends have evolved that are affecting everything from hybrid automobiles and increased alternative energy use to investing.

05
Aug

Studies Prove Choosing SRI Doesn't Sacrifice Performance

The number of invested assets now dedicated to SRI practices has grown by 76% in the last two years, representing 18% of all assets under management.

04
Aug

Thinking About Adding PR to Your Marketing Program?

“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:

02
Aug

Why Brand Marketing is Crucial to Your Success (Part 1 in a Two-part Brand Marketing Series)

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. 

02
Aug

Should Social Media be Part of Your Mutual Fund Marketing Plan?

In this day and age, the Internet connects us with friends, colleagues and potential clients. We rely on social media platforms to connect us to people that we wouldn’t meet every day.

Creating a media presence is a great way to keep your current clients in the know and get potential clients interested in services your company provides. 

02
Aug

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. 

27
Jul

Growing a Fund is a Lot like Building a Sandcastle

Summer is upon us, which means more outdoor activities like beach parties and swimming. No, this isn't another story about how to lose those last few pounds to improve your look in a swimsuit. Instead, we are comparing strategies to build a sandcastle and grow a mutual fund.


27
Jul

How Impact Investing Can Improve Your Portfolio

Investors are exposed to dozens of investing ideas and can access thousands of investment choices. Making a decision can be overwhelming. To simplify the process, think about what is important to you as an investor. A growing number of people are moving to impact investing, which allows you to generate a rate of return and make a social or environmental impact. 

22
Jul

The Forbidden Dictionary for Fund Managers

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.

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