April 20, 2015

SEI: Stepping into social media

More financial advisors are using social media for research and their own thought leadership. So it would make sense then that mutual fund companies want to engage these advisors where they spend their time.

How do you start? How do you deal with the regulations?

Our friends at SEI just released an excellent report "Stepping Into Social Media: Eight tips and considerations for investment managers."

Click for the full paper.

April 17, 2015

Morningstar: Flows shift from US to international strategies

The Morningstar Direct U.S. Asset Flows Update for March shows that the international –equity Morningstar group saw inflows of $34.7 billion during the last month. These are the largest flows for the group since January 2013, and are mostly driven by currency-hedged ETFs. The European Central Bank’s quantitative easing program seems to have stimulated investor confidence.

Taxable-bonds have also remained strong in the last four weeks, despite expectations that the Federal Reserve will raise rates in June.

The active U.S. equity group saw its largest outflow in eight months, while passive U.S. equity continued to see inflows. Overall, the U.S. equity group lost money during March, staying flat in cumulative flows over the last seven years. In comparison, international equity has gained more than $700 billion over the same time period.

For more details and Morningstar’s full report, please click here.

March 27, 2015

The Circle of Trust: Breaking into an Advisor’s Wholesaler Group

by Michelle Waymire


Michelle Waywire
On March 9 and 10, I attended the Financial Research Association’s conference on Marketing Mutual Funds to Retail and Institutional Audiences. One of the more interesting panels at the event was a discussion with two financial advisors, both of whom worked for large, prestigious wire house offices.

While I don’t directly work with clients, my job as Brand Manager at BPV Capital Management involves figuring out how to get our content in front of these advisors. Mostly, we center on creating superb marketing collateral, and supplementing those traditional pieces with more eclectic and creative value-added offerings. However, I haven’t spent quite as much time thinking about the sales side of the equation, or what to do once a meeting with an advisor has been set. Thankfully, the FRA panel was helpful in shedding light on these important topics.

March 24, 2015

SmartCEO: How content marketing on social media can boost your brand

SmartCEOTraditional advertising is quickly becoming a thing of the past. Social media platforms have replaced ads and become the best method for reaching your target clientele. Creating a social media account is a no-brainer for a business, but chances are, business owners aren’t using social media to its full extent — as a place to grow your brand and become a trusted leader in the industry. That’s where content marketing comes in. SmartCEO turned to SunStar's Dan Sondhelm and other marketing pros for the details.

Click here for the expanded Smart CEO New York Edition story.

Click here for the digital story.

March 18, 2015

Morningstar: Fixed Income, International, Passive equities lead the way

The taxable bond Morningstar category group experienced its highest inflows in two years during February. $29 billion entered the category, somewhat surprisingly given that the Federal Reserve will likely increase interest rates this year. High yield bonds also did well in February, which is typical for a rising interest-rate environment.

Fueled by the European Central Bank’s quantitative easing program, developed and emerging international-equity funds did well in February. Meanwhile, in the U.S., positive economic indicators drove the S&P 500 up by 6%. As a result, investor confidence in stocks was renewed, but passively-managed funds saw the most overall growth both domestically and abroad.

For more analysis, and Morningstar’s full asset flow report for February 2015, please click here.