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The investment universe is filled with lingo, acronyms, and concepts that aren’t always easy to understand for those outside the industry.

Wednesday, 17 May 2017 08:41

Opening a New Mutual Fund? PR Can Help!

Here’s why an investment firm needs to consider implementing a public relations program when launching a mutual fund.

The Economist often has a unique way of looking at things. Take the fund management industry, which they compared to books and music. 

Thursday, 17 November 2016 15:52

Communicate Now: 2017 May Put Money in Motion

As 2016 closes and 2017 gets off and running, it is an important time for fund managers to be communicating frequently with clients and prospects. The first quarter of 2017 has the potential to put a great deal of money in motion. In addition to the traditional fund sources and flows noted below, many investors may seek to seize new opportunities in sectors likely to benefit from the Trump administration.

With so much money changing hands, it’s important to ensure the financial advisor community knows your positioning, where you believe you can make money for their clients in 2017 and how your track record stacks up.

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