Insights

08
Jun

The Forbidden Dictionary for Fund Managers

Do you remember comedian George Carlin's infamous list of words that couldn't be uttered on TV?

We asked a sampling of mutual fund public relations and marketing professionals what words or phrases they absolutely dread hearing a portfolio manager utter and why. We’re sharing their input and comments anonymously so as to protect the guilty.

21
Jul

What Can Politicians Teach Us about Branding?

Trump – Clinton, household words to most of us. That’s the essence of a good brand. We may love it or hate it, but simply hearing it conjours up a picture as clear as Coke or Mercedes Benz.

The secret lies in differentiation from the competition with a consistent image and set of messages.

Considering Trump’s and Clinton’s successes in the primary season. These presumptive nominees for the 2016 presidential election are experts at branding. To learn how to build, strengthen, or spread the word about your brand, take a look at some of the candidates’ strategies below.

14
Jul

Your Brand: Think Beyond the Obvious (Part 2 in a Two-part Brand Marketing Series)

We've got a lot to say on about branding, and marketing, and recently spoke with SunStar's Kathryn Morrison for her take on the topic-you can find that conversation here. Today, we’ll continue by getting a different point-of-view, this time from SunStar Strategic’s Melissa Murphy.

29
Jan

Demystifying PR From The Inside Out

Popular wisdom says that the best way to spread the word about good mutual funds and a good asset management company is through the national news media. This is particularly true of investment houses with excellent local reputations but that are relatively unknown across the country.

10
Jan

Are your Clients Being Driven by Fear?

Uncertainty and volatility often lead people to make irrational decisions in the heat of the moment and right now our country is fraught with uncertainty.

28
Jun

Morningstar: No dominating fund flow category so far this year

Morningstar reported estimated U.S.mutual fund and exchange-traded fund asset flows for February 2016.

Taxable-bond funds led inflows by category group for the first time since October 2015, driven by inflows of $12.9 billion to passive taxable-bond offerings.

27
Jun

What You Need to Know about Sustainable, Responsible, and Impact Investing

We spoke with Theodore Casparian, SRI educator and founder of Sustainable Investing 4 All, to discuss the most important concepts and trends driving sustainable and responsible investments.

28
Jun

Exxon Mobil Under Investigation for Possible Climate Change Deception

Over the past few months, the New York Attorney General has been supported by socially responsible investment managers in its investigation of Exxon Mobil to see if the company was intentionally deceptive regarding climate change risks.