
Ever thought it would be possible to have 25% of the nation’s energy come from renewable sources by 2025?
This is exactly what the aptly named 25x’25 sees for America’s future.

And, what they don't want!
So, you are a fund company and you are trying to figure out what financial advisors truly want and don’t want. You want these advisors to tell their clients to buy your fund.

Are your marketing messages getting to the people you intend them for? Or are you just tossing out "messages in bottles" and hoping for the best?

I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers.

Just because something goes viral doesn’t mean it’s a sure thing.
We seem to be learning one thing after another this political season. The newest lesson is brought to us courtesy of Ken Bone, America’s 36-hour sweetheart.

Fund firms are likely to face downward pressure on fees, as well as fewer mutual fund share classes, based on the Department of Labor’s (DOL) fiduciary rule, according to a recent story in Investment News.

When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods.


Thunderclap is storming the scene with their ability to increase company’s social media exposure.
Social media is vital to the marketing plan of any company, but it takes more than simply creating a Facebook page or Twitter account to be successful.

When launching a new fund, there are myriad considerations. Perhaps the most critical is whether investors will be interested. We are pleased to share our review of another research paper by Morningstar: The Rise and Fall of New Funds, Why Some Funds Succeed and Others Don't.

Morningstar's 30 plus page research report concludes that “investors really do respond to a wide spectrum of information about mutual funds when making their investment decisions. Data on past performance, investment recommendations, firm quality, management continuity, fund structure, style tilts, and fees all have meaningful impacts on investor behavior."


Andrew Friedman Shares Marketing Best Practices for Impact Investing Services
The demand for sustainable and responsible investments is growing, and many financial advisors are looking to meet this need by getting involved in the SRI space.

Another helping hand never hurts.
Growing a mutual fund in this day and age can be a daunting task. With hundreds of thousands of funds out there, it can be nearly impossible to stand out and draw investors to your fund.