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16
Sep

More Changes to Morningstar’s Rating System for Mutual Funds and ETFs

Morningstar recently announced changes to its Morningstar Analyst Ratings system, now applying this forward-looking rating to ETFs. In addition, ETFs will now be combined into the same relevant peer group alongside mutual funds for the traditional Morningstar one to five-star rating calculated quantitatively using backward-looking performance and risk data. 

13
Sep

Mutual Fund Conferences - Which one Is Right For You?

There are many financial industry conferences hosted every year. Each event requires a hefty "investment" of time and resources. Choosing which conferences to attend each year can be a daunting task. 

19
Sep
12
Sep

8 Tips to Maximize ROI at Alternative Energy Conferences

Including industry conferences in your annual marketing plan is a large financial commitment. The following are tips on how to work the event to make the most of your investment.

12
Sep

Industry Conferences: A Game of Strategy

Plenty of financial industry conferences are hosted every year. Choosing which ones to attend or “invest in” is no easy task. We have compiled and analyzed a number of them to help you make a strategic decision. 

12
Sep

Media Training is Crucial in Any Investing Environment

You’re a busy portfolio manager and your firm tells you to go through media training before you start talking with the media.  You may think, “Why?  I am smart and I know what I am doing. I just don’t have the time!  I have shareholders in need.”

08
Sep

Scheduled Tweeting: Keeping The Autopilot Out Of Automation

A thriving Twitter presence is an essential component of any comprehensive marketing program. For anyone who manages a professional Twitter account, automation services have likely become your holy grail. Without them, it would be nearly impossible to escape the glow of your computer screen.

07
Sep

Don't Let Your Next Media Interview Be Like An Episode Of A Candid Camera Show

Smile! You're on Candid Camera

Are you old enough to remember Allen Funt's Candid Camera? How about America's Funniest Home Videos? In either case, it's obvious that being caught "just being yourself" is not necessarily putting your best foot forward for the camera.

06
Sep

Communication Guide: A Primer for Alternative Energy Companies

Communication, Communication, Communication

I’m an alternative energy company looking to make a name for myself now what am I supposed to do? COMMUNICATION IS KEY, especially for alternative energy companies. With so many misconceptions out there alternative energy companies need to focus on creating top notch communications, with their investors, reporters and lawmakers.

02
Sep

Morningstar Investment Conference 2016: The Good, The Bad & The Useful

One of the conferences atop many investment professionals’ list is the annual Morningstar Investment Conference in Chicago, IL. This year’s event took place June 13-15 at McCormick Place and featured presentations from Vanguard, Franklin Templeton Investments, AQR Capital Management and others, including a comedic performance from SNL legend Darrell Hammond.

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