Breaking through the Clutter
Whether you're talking to investors, financial professionals or reporters, your key message needs to break through the clutter and differentiate you. With over 12,000 mutual funds and thousands of managers, your target investors and intermediaries want to know quickly and succinctly how your firm will provide them tangible results.
Make the most of your PR program and take control
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.
Take pride in your company’s environmental consciousness and make it a part of your story.
If you own an eco-friendly company, you know marketing it is of the utmost importance. Check out the following strategies to learn how to tailor your marketing to your company’s values.
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
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.
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.
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.
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.
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.
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.
Small funds have tough choices to make if they want to survive.
First, as a fund owner, you can choose to grow through acquisition, picking and choosing among the many funds looking for an exit strategy.
Investors are exposed to dozens of investing ideas and can access thousands of investment choices. Making a decision can be overwhelming. To simplify the process, think about what is important to you as an investor. A growing number of people are moving to impact investing, which allows you to generate a rate of return and make a social or environmental impact.
The mutual fund industry is changing, and fast.