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


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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Your Website in 3 Acts: Home Page, Content Page, and Landing Page

July 30, 2018

Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?

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In The News


The Mega-Trends Forcing Asset Managers to Revamp

September 20, 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.

Read more »


Dan Sondhelm to Speak on Public Relations Panel at Celera Conference

September 05, 2018

Sondhelm Partners is pleased to announce that Dan Sondhelm will participate in a panel discussion at the Celera Systems SalesStation Client Conference in Milwaukee, WI on September 27, 2018. The panel will discuss how PR and communications can be used to grow and retain assets and will offer strategies for success. Sondhelm Partners is also a proud sponsor of the event.

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Abby Johnson Makes an Up-Sell Play for Millennials

September 01, 2018

The play to out-Vanguard Vanguard gets stony response from competitors but analysts, including Dan Sondhelm, say Fidelity may actually be a quick study in the freemium game.

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