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15
Aug

Another Tough Month for Active Funds: What Does it Mean for Your Mutual Fund Strategy?

Morningstar reported that active US equity funds suffered the largest monthly outflow since October of 2008.

Active managers had a tough time in June.  In fact, they’ve had a tough twelve months: active managers have lost over $315 billion in assets over the past year according to Morningstar. 

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.

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. 

16
Jun

Growing a Mutual Fund is a Lot like Building a Sandcastle

Summer is almost upon us, which means more outdoor activities like going to the beach and swimming. It's almost impossible to sit in the sand without building something - whether it's just a mound of sand or an elaborate castle. If you were going to build a sandcastle, you would likely employ the same strategies to build a sandcastle that you would to 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. 

08
Jun

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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