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Did you miss this article the first time? From time to time we like to open the vault and re-release relevant posts. This post originally appeared in July and remains relevant as we head into the new year.
The mutual fund industry is changing, and fast.

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In case you missed it - independent research firm Morningstar announced a big change this spring. They will now rank funds based on environmental, social and governance (ESG) criteria.

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The holiday season is hurtling toward us and will be here before we know it. For many, the holiday season can get quite chaotic and stressful.

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The holidays are upon us and for many these days are filled with hustle and bustle. There are gatherings with family, friends and colleagues and often the accompanying cooking, baking, cleaning, and hosting.

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As 2016 draws to a close, many are wondering what lies ahead in the new year, particularly in light of the upcoming administration change.

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As we wrap up 2016 and head into 2017 there is quite a bit of uncertainty.

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Socially Responsible Investing continues to evolve and gain in popularity as investors grow increasingly aware of the need to consider both the financial returns as well as the social impact of their investments.

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The Economist often has a unique way of looking at things. Take the fund management industry, which they compared to books and music.

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On December 7, 2016, Hennessy Funds hosted its 9th annual Market Outlook and Hennessy Cornerstone Mid Cap 30 Fund rebalance luncheon for the media.

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Content marketing has proven to be an excellent method for attracting and retaining your audience. But, distributing your content without a marketing strategy is about as effective as bailing a sinking ship with a collander.

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If Michael Jordan never played professionally but simply stuck to pick-up games in the park, would he still be considered one of the greatest basketball players of all time?

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With more and more investors gravitating toward sustainable and responsible investments (SRI), particularly among women and millennials, the growth in U.S. SRI assets reflects the sector’s popularity.

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Staying true to who you are.
If you’re a sports fan, particularly the NFL, then you might recognize the line "They were who we thought they were" from Dennis Green who was coaching the Arizona Cardinals at the time. He said this famous line at a press conference after being defeated by the Chicago Bears in a disappointing fashion. If you are not familiar, watch the video for the rated-PG rant at the 30 second mark.
I am often reminded of the line when speaking with mutual fund managers and marketers when talking about their funds that have had some recent bumps and bruises in their performance.
Often times, it’s because a conservative manager can’t keep up when everything is going up or an aggressive manager underperforms even more than the market.
They often attribute sizable outflows to their poor relative performance and ask me for tips on how to deal with the situation. My answer is often a question, “Do your investors know that you are being who they thought you were?"

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With so many press release hitting the newswire, it's no wonder most of them tend to not get the interest of reporters. Still, they have their place in your marketing and PR programs.