For many institutional asset managers, creating mutual funds that are an extension of their institutional strategies might seem like an easy way to build firm AUM. Yet the mutual fund business can be very different than managing institutional... Continue reading
Insights
It’s a Sales and Marketing Team; Not a Sales Team and a Marketing Team
Published in April 2018
When was the last time your marketing team interacted with the sales team to share field intelligence and produce material based on that interaction? It’s probably not as often as you would like to see. What seems to keep them apart and operate as... Continue reading
2018 Challenge: Take Your Investment Commentary to the Next Level
Published in February 2018
In times of excessive market volatility, investors and advisors are eager to understand and gain insight. Asset management firms with experienced portfolio managers are in an ideal spot to fill this information void. Our years of experience have... Continue reading
