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


Creating Value or “Pushing Stuff Out”: How a Content Strategy Can Make a Difference

June 29, 2020

With the COVID-19 crisis curtailing on-site sales meetings and networking at conferences, asset managers have been scrambling to produce more digital content for consumption at home by their clients and prospects. But is upping the frequency enough to be heard?

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Does Your Investment Story Need an Overhaul?

June 26, 2020

Some asset managers believe that performance is the story. But it’s not. It’s the attention-grabbing headline that your core investment narrative must always be proving, whether it’s on the pages of a commentary or your web site, spoken by a portfolio manager in a webinar or video, or summarized in a sales presentation.

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Confident, Client-Centric, and Committed: New Research Reveals Boutique Asset Managers’ State of Mind

June 08, 2020

No one could anticipate the havoc the rapid spread of COVID-19 would wreak upon the global economy, including most asset managers. We wanted to get the pulse on how boutique asset managers are engaging clients and prospects and handling the pandemic. Our report is now available for download.

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For Asset Managers, This May be Their Most Important Mid-Year Review Ever

June 02, 2020

Considering the unprecedented level of upheaval caused by an unexpected pandemic, even the best-laid plans are bound to fall off the rails, resulting in a current picture that looks nothing like what was envisioned six months ago.

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In The News


What Will Reopening Look Like?

July 06, 2020

Brush up on your people skills, because they’re going to be the most important part of your practice — not the numbers. Dan Sondhelm was included in Capital Group’s recent article.

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Does Your Investment Story Need an Overhaul?

July 06, 2020

Some asset managers believe that performance is the story. But it’s not. It’s the attention-grabbing headline that your core investment narrative must always be proving, whether it’s on the pages of a commentary or your web site, spoken by a portfolio manager in a webinar or video, or summarized in a sales presentation – as published in Nasdaq.

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Boutique Asset Managers Weathering the Storm

July 06, 2020

Our latest report provides a revealing picture of the competitive state of active asset managers which, despite the many death notices that have been written, are very much alive and kicking. Dan Sondhelm sat down (virtually) with industry innovation guru Bill Hortz to discuss the key findings, surprises and concerns.

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