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
Would I Buy From My Own Firm?
Published in January 2018
Asset managers spend an inordinate amount of time and energy refining their investment process. As product manufacturers, they often fall prey to believing that their “investment engine” is the only reason that financial advisors use their products.... Continue reading
