March 5, 2013

Strategic Distribution Considerations

Remember the famous line from Field of Dreams, “If you build it, they will come?” That same sentiment parallels the belief of some asset managers, once they introduce their “unique” strategy to the marketplace. They conclude investors will clamor for it, guaranteeing asset growth. While some have experienced success, most find themselves with little or no growth. Worse, many are forced to close their fund within a year or two of launch.
It is essential that an investment adviser consider five key elements when launching a new fund or share class, as featured on page two in this months Huntington Asset Services "Sound Ideas" newsletter.

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