Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry 

brand positioning for asset managers

“We find it difficult to differentiate our funds from those of our competitors.”

Distribution Help For Fund Managers

“​​We don’t have strong relationships with the gatekeepers.”

Marketing firms for asset managers

“Our website is not generating quality leads.”

PR for portfolio managers

“Our portfolio managers and products are not getting the attention from the media they deserve.”

Help for asset managers with mergers and acquisitions

“I want to manage money but get rid of the headache of operating the mutual fund.”

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Insights


Don’t Write This in a “Cold” Email

October 12, 2018

I just received this "cold" email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a "digital marketing expert." Would you buy from him?

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Avi Nachmany: Mega-Trends Forcing Asset Managers to Revamp

September 17, 2018

There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.

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5 Ways Asset Managers Can Increase Advisor Engagement

September 12, 2018

Do you want ideas on how to better use your sales reports to build stronger relationships with your current advisors? SalesFocus Solutions’ David Halligan, a client, penned this recent article that was also picked up in Money Management Executive.

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Platform Cuts Force Boutiques to Survive

August 06, 2018

Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.

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In The News


Don’t Write This in a “Cold” Email

October 16, 2018

I just received this "cold" email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a "digital marketing expert." Would you buy from him?

Read more »


Are your investment, sales and marketing teams aligned for growth?

October 15, 2018

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

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10 Ways to Raise the Bar on Your Asset Management PR

September 21, 2018

A well-conceived public relations strategy can fuel asset growth and retention by increasing a firm's visibility, credibility, and brand with investors. However, many firms perform their own version of public relations, which sometimes doesn't deliver the expected impact. What mistakes do PR pros make the most? Dan Sondhelm shared his insight with MFWire.com.

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