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Lessons in public speaking and interviewing abound, but do bear repeating.

Thursday, 29 September 2016 10:51

Do Asset Management Firms Need Digital Marketing?

The short answer is yes.

Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now. 

Outlining the difficulties ahead as the trends seem to be strongly in place

The trend toward passive investment strategies, and away from active asset management, will accelerate, according to Moody’s. 

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.

US Investors May Fear They've Missed the Boat on this Recent Market Rally

-US equity funds shed $8.2 billion in the week ending July 20

-US bond funds captured almost double that amount

Friday, 19 August 2016 14:52

Using PR to Calm Investor Fears

US Equity Funds Hit Record Outflow

In June, active US equity funds went through the largest one month outflow since October of 2008. Morningstar released a summary of June 2016 asset flows, and it had some nervously wringing their hands.  

Telling people your story seems simple enough-but is it? Do you know your story? Do the other members of your firm? Do you all tell the same story? 

“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:

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. 

Tuesday, 02 August 2016 13:17

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. 

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