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.
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
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.
One of our favorite aspects of the 2016 Rio Olympics is learning the athletes’ back stories. Hearing about their training processes, personal obstacles, and what differentiates them from their competitors has us rooting for them before they even hit the blocks.
“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:
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.