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.
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.
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.
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.”
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.
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.
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.
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.