Insights

The Many Benefits of a White Paper

A well-crafted white paper is a powerful tool. In the hands of savvy sales, marketing and public relations teams, a white paper can be instrumental in not only creating interest but also retaining and building assets under management. With its... Continue reading

Don't Confuse PR with Sales

Many fund companies, particularly smaller asset managers, are under the impression that a public relations program is a surrogate sales program in the intermediary channels. This can’t be further from reality. Public relations can be an important... Continue reading

Focused on New Sales? Don't Forget Asset Retention

Far too many asset managers focus on new asset generation without much thought for asset retention. They quickly become sales-centric rather than asset-centric. By doing so, they often shortchange themselves. Maybe it’s time to rethink the... Continue reading

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