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Insights
SEO for Wealth Managers and Asset Managers: The 6 Things You Must Do First
November 14, 2022
An increasing number of wealth managers and asset managers are recognizing the importance of search engine optimization (SEO) on their websites for lead generation, brand building, and visibility. For many, the most significant obstacle is not knowing what they don’t know and starting down a path that leads to no leads—or to suboptimal results. Even
Third-Party Marketers and Placement Agents: A Boutique Asset Managers’ Path to Raising Capital
October 18, 2022
Third-party marketers and placement agents can play a critical role in helping asset managers raise capital. This article details what these firms do, why their established investor relationships are critical, and how to select the right partner.
How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature
October 04, 2022
Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed.
The SEC’s New Modern Marketing Rule: Are You Prepared to Comply?
July 08, 2022
Less than 25% of investment managers admit they’ve fully instituted processes for complying with SEC’s Modern Marketing Rule (Rule 206(4)-1) that is scheduled to go into effect in less than four months. Do you understand the new requirements? Is your firm on track toward meeting these requirements? Our client Chris Ruppenstein of Synthesis shared his insight for sales, marketing, and compliance departments better conform to the new rules.
In The News
Should Sales and Marketing be ‘One’
January 13, 2023
It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.
A Clear Investment Story Paves the Way for Successful Fundraising
January 13, 2023
In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story through verbal and written communications. Dan Sondhelm shared his latest contribution with Hedgeweek.
The 10 Best-Selling Active Fund Shops of 2022
January 12, 2023
Only about half of sponsors had positive net sales of their active mutual funds in 2022, new data shows. Of those companies, only eight had more than $10 billion in assets. The best-selling active fund shops of 2022 were either boutique or specialized managers. Dan Sondhelm opined for this Ignites article.
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