In December 2018, a record $75 billion came out of U.S. equity mutual funds and ETFs, according to The Wall Street Journal. In times of heightened market volatility, investors often overreact to short-term volatility by pulling money out of stocks.... Continue reading
Insights
6 Factors to Consider when Launching a Mutual Fund Company
Published in December 2018
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
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
