With hundreds of asset managers competing in the mutual fund arena, how can you differentiate your firm from the masses? The issue can even be more challenging if the name of the mutual fund family is different than the asset management brand. Make... Continue reading
Insights
It’s Another Sales Day: Do You Know Who Your Clients and Prospects Are?
Published in February 2017
In the competitive world of asset gathering, many asset management firms were started by and are currently run by portfolio managers. As such, they often believe that it is all about the investment engine that drives results. Sales and marketing... Continue reading
Risk: The Forgotten Angle for Active Managers
Published in January 2017
Much has been written about the flow of assets from active to passive strategies and the relevance of fundamental decision-making versus low cost investment options. However, typically articles only focus on relative performance and cost. The other... Continue reading
