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19
Aug

Don't Miss the Boat - How PR Can Help You Take Advantage of the Recent Market Rally

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

19
Aug

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.  

17
Aug

Olympic-Sized Lessons in PR: The Importance of Story

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.

17
Aug

Marketing Strategy 101: Start With Your Story

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? Or, perhaps you know your story, but your ability to tell it has gotten rusty.

15
Aug

Another Tough Month for Active Funds: What Does it Mean for Your Mutual Fund Strategy?

Morningstar reported that active US equity funds suffered the largest monthly outflow since October of 2008.

Active managers had a tough time in June.  In fact, they’ve had a tough twelve months: active managers have lost over $315 billion in assets over the past year according to Morningstar. 

11
Aug

Emerging Trends in ESG Investing

A paradigm shift has been unfolding while most of us have only observed changes to the environment and the climate. Major, long-range economic trends have evolved that are affecting everything from hybrid automobiles and increased alternative energy use to investing.

05
Aug

Studies Prove Choosing SRI Doesn't Sacrifice Performance

The number of invested assets now dedicated to SRI practices has grown by 76% in the last two years, representing 18% of all assets under management.

04
Aug

Thinking About Adding PR to Your Marketing Program?

“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:

02
Aug

Why Brand Marketing is Crucial to Your Success (Part 1 in a Two-part Brand Marketing Series)

There are a million different ideas about branding and marketing floating around. The words are frequently interchanged, so it’s easy to lose sight of what each means individually. 

02
Aug

Should Social Media be Part of Your Mutual Fund Marketing Plan?

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. 

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