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“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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May 02, 2019If you are a boutique asset manager, how do you stand out when times become volatile, and how will sophisticated investors know what you stand for? A market downturn may be an opportunity to invest in your growth, while others sit on the sidelines.
April 25, 2019Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads.
April 10, 2019What’s more important to emphasize - a fund’s investment performance analytics or its investment process and management team. Both. To illustrate this point, I figured that a hypothetical analogy - just in time for the start of the baseball season - might be appropriate.