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

brand positioning for asset managers

“Our story needs some work.”

Distribution Help For Fund Managers

“Our sales team could use some direction.”

Marketing firms for asset managers

“Our email-blasts just aren’t gaining traction.”

PR for portfolio managers

“We aren’t getting the news coverage we deserve.”

Help for asset managers with mergers and acquisitions

“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”

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Insights


From Crisis Comes Long-Term Opportunity

May 20, 2020

In this environment, sales managers and wholesalers need to take on the role of thought leadership ambassadors and communicate in multiple ways. This empowers advisors to choose how they want to interact with asset management firms. This article was written by our client Fugent and was picked up in MFWire.com.

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How A Stay-at-Home Boutique Firm CEO Became a YouTube Star

May 04, 2020

Our recent Sondhelm Partners webinar explained how the CEO at one boutique firm is literally leveraging the current work-at-home environment to make her videos stand out in a crowded field.

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How to Make Sure Your Voice Doesn’t Get Lost in the Mix

April 27, 2020

With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix.

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Active Management is Back: How Do You Take Advantage of It?

April 21, 2020

With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world.

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In The News


Thornburg hires Northern Trust AM pro as CMO

May 26, 2020

Thornburg Investment Management has brought on a new chief marketing officer as it looks to enhance its global marketing and growth initiatives. Dan Sondhelm opined on the hire, reporting structure and digital strategy for Fund Intelligence.

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Even Last Year’s AUM Growth Couldn’t Save Managers from Profit Margin Pressure

May 22, 2020

As industry pressures continue to build in a turbulent 2020, firms are relying on strategies that bring greater revenue, including alternative investments, to maintain profitability. Dan Sondhelm shared his thoughts with FundFire for this article.

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How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged Webinar

May 15, 2020

EMM Editor Matthew McCue took part in our webinar, How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged, last month.

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