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."
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Interviews don't always go as planned. The questions asked don't always lead neatly to the topics you want to cover. But, that doesn't mean the interview is a fail.
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.
Lessons in public speaking and interviewing abound, but do bear repeating.
The short answer is yes.
Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now.
Positive media coverage on a regular basis can often be the silver bullet in your marketing effort. Earning such recognition on a regular basis attracts advisors and investors, strengthens distribution and builds your brand at a fraction of the cost of most other marketing efforts.
There might be more than you think.
If you think of water as a free-flowing, abundant commodity, you may want to reconsider. We all know food production is closely tied to water supply, but did you realize that the semiconductor and electronics industries are also affected by it?
Outlining the difficulties ahead as the trends seem to be strongly in place
The trend toward passive investment strategies, and away from active asset management, will accelerate, according to Moody’s.