Sondhelm Partners helps asset managers grow

Sondhelm Partners helps asset managers grow through marketing, public relations and sales.

The 7 Best Types of Content That Deliver Leads, Ranked

Content, content, content. Are we tired of it now?

Well, no. Your prospects are not tired of content. In fact, most need it to make informed investment decisions.

“The stark reality is that as leading marketers have traversed the path from random acts of marketing, said the CMO Council, “To a more holistic and intentional customer experience and journey. Content has been one of the last pieces to be fully enveloped into a concrete development and distribution strategy.”

What is content marketing?

Learn more about content marketing from my friend Frank Serebrin.

Are your clients being driven by fear?

Uncertainty and volatility often lead people to make irrational decisions in the heat of the moment. 

As a portfolio manager or financial advisor, you can help your investors navigate troubling times and avoid making rash decisions.

Psychologists recommend various techniques that may help you communicate with your clients more effectively during times of high market volatility. Read our report and use these communication strategies to strengthen your client relationships and build greater trust.

Download the report.

Morningstar: No dominating fund flow category so far this year

Morningstar reported estimated U.S. mutual fund and exchange-traded fund asset flows for February 2016. 

Taxable-bond funds led inflows by category group for the first time since October 2015, driven by inflows of $12.9 billion to passive taxable-bond offerings.

While U.S. equity funds sustained outflows again in February, the month's redemptions of $4.5 billion were much smaller than January's $14.8 billion. International equity, the category-group leader for many months, saw smaller but still-positive flows in February, mostly to actively managed funds. Commodities funds experienced a stronger February than January, with gold driving most of their $6.3 billion inflow.

As of the end of February, flows by category group were distributed quite differently than they were 12 months ago, when international-equity funds received the majority of inflows. After the first two months of 2016, flows were almost evenly distributed among category groups—some positive and some negative—but no category has clearly dominated.

To view the complete report, please visit http://www.global.morningstar.com/febflows16. 

Reach the Pot of Gold with Process, Not Rainbow

In the spirt of St. Patrick’s Day, we’re taking a look at some popular investing myths that seem to captivate investors. Often times, investors are distracted by a glitzy, “in the moment” investing tactic that promises the proverbial pot of gold. But, as many asset managers will tell you, these impulsive strategies are more likely to get you a lump of coal.