July 28, 2015

MME: How firms can boost shareholder outreach

"While many public corporations are focused on engaging the threat of activist shareholders, asset managers still wrestle with reaching the larger percentage of fund shareholders who may pay scant attention to the prospectuses, proxies and reports that cost firms thousands of dollars to produce," according to a new story in Money Management Executive. 
 
"Financial marketing experts say there are new solutions available through technology than can assist in improving shareholder communication, but suggest firms first have to drop the formulaic, print-heavy approach to disseminating fund information to make an impact."
 
Thank you Money Management Executive for including my thoughts on the issue.
 
Read the full story here.
 

July 21, 2015

MME: Celebrate or Sob? How to Discuss Performance


"At the halfway mark of the year, a handful of mutual funds have managed to top Morningstar's rankings with total returns to date of over 22%, while at the other end of the spectrum, some funds slipped well past -15% in total returns," according to a recent story in Money Management Executive.
 
How does being at the top or bottom of the performance charts for a period of time impact your story and your opportunity for marketing it? 
 
Thank you Money Management Executive for including my thoughts.
 
Click here for the full story.
 

July 16, 2015

Morningstar: Investors still looking overseas

Investors continue to show interest in international equity funds, despite financial concerns in China and Greece. International equity saw the highest inflows of all Morningstar groups in June, with 74% of investments in the group going into passively managed funds.

Despite these strong flows, only international equity and alternative category groups reflected inflows among actively managed funds. It seems investors are looking for diversification and growth overseas.

U.S. equity continued to show inflows for passive funds as the domestic markets near the end of a six-year bull run.

Finally, investors began taking money out of taxable-bond funds in June, with only intermediate-term and world-bond funds receiving inflows.

For more details and Morningstar’s complete report on asset flows for the month of June, please click here.

July 13, 2015

Financial Planning: What's the Point of Wealthfront's Bluster?

"Adam Nash’s pugilistic attitude has generated lots of industry buzz," according to a recent story in Financial Planning magazine about the fight between Wealthfront and the Robo-advisor competition. "But it remains to be seen whether his brash strategy will garner [his firm] more clients."

Thank you Financial Planning Magazine for including my thoughts in the story.

Read the full story here.

June 30, 2015

What does Uber, AirBnb, and your asset management firm have in common?

Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now. It is now more important than ever that your firm not only understand the value of digital, but also be actively engaged in it. Digital interfaces have changed the way that people interact with each other and allow them to share product reviews, information, and network more quickly than ever before.  Two industry executives made the case at our recent client conference.