Flows into active fixed income strategies face headwinds as the COVID-19 market shock produces large performance dispersions, and long-term trends like the low-yield environment and a shift to passive continues. What should institutional asset managers do to keep their clients? Dan Sondhelm opines for FundFire.
With the coronavirus pandemic keeping fund workers at home, sales teams must work harder to make sure their e-mails stand out in advisors’ crowded inboxes. Dan Sondhelm shares his best practices in Ignites.
It has become more difficult grow and scale a hedge fund business, with more closures than launches in recent years – and 2020 looks likely to only accelerate the trend, according to recent data. If you build it, investors won’t necessarily come, according to Dan Sondhelm who shared his Insight for this article.
Five top financial marketing experts discuss 17 things a great financial advisor’s website should have. Dan Sondhelm discusses owning a niche, committing to timely content, earning news coverage and a meeting scheduling tool in this article.
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.
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.
Asset management firms are likely to put new large-scale mergers and acquisitions on hold as uncertainty around the pandemic continues. But some boutiques may be looking for options. Dan Sondhelm was included in this article.
With digital marketing required to replace on-site interactions with allocators, asset managers are not very confident in the effectiveness of their current setup, according to a recent study by Sondhelm Partners.