Identifying the Intangibles that Could Derail a Promising Merger

A merger opportunity often looks great on paper. Each side has its unique strengths which, when combined, could produce a competitive asset management powerhouse. But balance sheets, track records, compensation comparisons and valuations only tell part of the story. A transaction that looks awesome to those in the C-suite could be disastrous if it results in the loss of your most important assets - your key personnel. Here are a few “red flags” you may need to think about. Read more »

Asset Managers Agree, Brand and Reputation are Critical Factors in Growth

Part 3 of a 3-part series focuses on reputation and branding to help boutique asset managers increase their visibility and authority so their story gets heard.. This article was summarized from our recent webinar, in collaboration with UMB Fund Services, “Pandemic, Strategic Plans and Growth” which shares actionable insights from industry leaders going all-in on growth in 2022. Read more »

The Shifting Landscape of Distribution and Sales

Part 2 of a 3-part series focuses on opportunities and trends with distribution and sales teams to help boutique asset managers thrive. This article was summarized from our recent webinar, in collaboration with UMB Fund Services, “Pandemic, Strategic Plans and Growth” which shares actionable insights from industry leaders going all-in on growth in 2022. Read more »

Finding a Strategic Partner for Access to Distribution

Part 1 of a 3-part series focuses on finding a merger, fund adoption or subadvisory partner to help boutique asset managers thrive. This article was summarized from our recent webinar, in collaboration with UMB Fund Services, “Pandemic, Strategic Plans and Growth” which shares actionable insights from industry leaders going all-in on growth in 2022. Read more »

12 Ways for Asset Managers to Get More Out of LinkedIn

When used strategically, LinkedIn can help asset managers build relationships, strengthen your brand and reputation, and increase your visibility and credibility. It can also help you attract leads. But if you are just scrolling down your news feed, you are missing out. Here are 12 action items your firm can take right now, or aspire to over time, to take advantage of this most impactful social platform. Read more »

Upscaling Your SMA Distribution Efforts with Automation

Even in this digital age, PowerPoint-based pitchbooks remain the most commonly used marketing tool for presenting SMA solutions. And most firms are still using time-consuming, error-prone processes to produce them. Synthesis Technology’s Chris Ruppenstein explains how to stop the madness, and increase AUM, with automation. Read more »

Are “Swag Campaigns” a Marketing Gift or Curse?

Over the past few months, I’ve received several “cold swag” gifts - boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails. I wonder whether the return on investment of these cold-swag campaigns justifies their costs. And under what situations should they be used? Read more »