Category: In The News


Public Relations in Today’s Digital World

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Asset managers looking to elevate their firm’s brand and credibility should consider reevaluating their media relations strategy to maximize potential for visibility and AUM growth. Milin Iyer’s article was recently published in Advisorpedia.

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F/m Wins Best Investment, Mutual Fund Websites

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Web Marketing Association Awards Outstanding Achievement in Internet Advertising

Washington, DC, April 8, 2021 – The Web Marketing Association recently awarded two websites – www.fm-invest.com and www.fm-funds.com – as “Best Investment Website” and “Best Mutual Fund Website” in the 2021 Internet Advertising Competition (IAC) Awards.

Visit the IAC Winners Page for more information.

“These awards recognize and establish F/m as an industry leader in asset management and mutual fund communications,” said Rick Lake, Chief Investment Strategist and Head of Distribution for F/m Acceleration, the parent company of F/m Investments and F/m Funds. “Prior winners have included BlackRock, Cohen & Steers, John Hancock, and Pacific Life, among others. F/m joins these firms as an equal.”

The winning websites were developed by Sondhelm Partners. “F/m is committed to educating financial advisors and institutional investors about its quality strategies, people and products,” said Dan Sondhelm, CEO of Sondhelm Partners. “Strong performing websites, as part of F/m’s overall sales and marketing program, are a top priority to better engage, educate and inform clients and prospects and support the sales team.”

The Web Marketing Association was founded in Boston in 1997 to help set a high standard for Internet marketing and corporate web development on the World Wide Web. This organization is made up of Internet marketing, advertising, public relations and design professionals who share an interest for improving the quality of advertising, marketing and promotion used to attract visitors to corporate Web sites.

Judging criteria established by the Web Marketing Association include creativity, innovation, impact, design, copywriting, use of the medium, and memorability.

Awards were evaluated by objective advertising and financial industry professionals who have a thorough understanding of best practices in advertising design and technology.

Judges came from many of the best advertising and financial services firms in internet advertising including: Arc Worldwide, BlackRock Investments, Brunner Digital, Campbell-Ewald, Digitas, EuroRSCG 4D, Google, IBM Interactive, JWT, LeapFrog Interactive, McCann Worldgroup, Razorfish, TMP Worldwide, Universal McCann Interactive, Weber Shandwick and Wunderman / Y&R.

About F/m

F/m Acceleration, the parent company to F/m Funds and F/m Investments, empowers growth and independence for boutique, lift out, and overseas asset managers. F/m Acceleration provides institutional-grade investment systems, business operations, and marketing support so talented portfolio managers can focus on what they do best: managing investments and delivering performance. F/m Investments and F/m Funds provide advisors and institutional investors with access to innovative investment strategies.

About Sondhelm Partners

Sondhelm Partners helps asset managers, wealth managers and fintech companies attract investors and build brands through marketing, public relations and sales strategies. The firm also helps connect asset managers with strategic partners resulting in mergers, fund adoptions and subadvisory. Websites are often designed for performance, timely content and lead generation.

For More Information

For more information, please contact Dan Sondhelm, CEO, Sondhelm Partners 703-597-3863 or email him.

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Invesco’s March Madness Marketing Campaign Puts QQQ at Forefront

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Global fund group pushes sports-related innovation during first year of NCAA partnership. Dan Sondhelm shared his insight for this Fund Intelligence article.

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Asset Managers Must Make a Commitment to Content

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As an asset manager, if you aren’t committed to producing timely content, your sales team is likely working harder than they have to. I spoke with Emilie Totten at Synthesis Technology about the trends.

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Managers Elevate Next-Gen PMs to Smooth Succession Paths

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Asset managers are thinking about the next generation of investment professionals to ensure a smooth transition when key portfolio managers opt to retire or leave the firm. Dan Sondhelm shared his insights for this FundFire article.

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A Manager by Any Other Name: Firms Grapple with Branding Decisions after M&A

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Asset management shops joining forces through mergers and acquisitions must reckon with an identity question: whether to dump, maintain or alter the combined firms’ legacy branding. Dan Sondhelm was included in this FundFire article.

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Dan Sondhelm to lead ICI Small Funds Committee Round Table on Growth Strategies

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Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the ICI Small Funds Sales & Marketing Roundtable, “How boutique asset managers are adjusting to covid-19.” Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The webinar will be held February 11, 2021 at 2:00 pm ET.

You can learn more about the webinar here.

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Differentiation in 2021? How Asset Managers Will Fail

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With everyone “going digital” with their content and events, it’s going to be harder than ever to rise above the noise. Asset managers should avoid these three things if they want to differentiate and gain assets in the coming year. Dan Sondhelm was included in this article.

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Marketing Heads Focus on Content Personalization, Messaging Around Innovation and ESG for 2021

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Top marketers share firms’ priorities. Dan Sondhelm opined for this Fund Intelligence article.

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John Hancock Shuffles Sales Team Leadership

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John Hancock Investment Management has reorganized its sales team leadership, adding two new distribution roles. Dan Sondhelm opined for Ignites as to the timing of the change and why digital and value-added services will be part of the mix.

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In The News Archives - Sondhelm Partners