September 15, 2015

MME: What was the correction's toll on funds?

man with a shield, protecting
 
What should fund firms do to protect their customers now?
 
This is the time for firms to take command of their brand and maintain a line of open communication. In the article, I made four recommendations:
  • Sales people should be working double duty,
  • Call centers should be prepared for talking with nervous investors,
  • Portfolio managers should spend time taking to clients, media, working with marketing departments - to create videos, webinars, content - to show they are sticking to their disciplined process and still in charge, if this is in fact true,
  • Continue to manage money. 
Click here for the full article. 
 

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