Category: In The News


Morningstar Downgrades T. Rowe, Virtus funds, Upgrades DFA

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Retiring managers continue to pose challenges for the industry. What actions can firms do to promote younger talent and prepare them for greater responsibilities? Dan Sondhelm opined for this Traditional Fund Intelligence article.

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Thought Leaders vs Influencers in Asset Management – What’s the Difference?

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You’ve probably heard that becoming a thought leader may help raise your personal and professional stature within the industry. It’s important because you become the go-to person on a topic. Thought leaders are traditionally recognized experts and an authority on a particular subject matter—and therefore have a large loyal following. Advisorpedia picked up Milin Iyer’s latest article.

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A $1.5B-AUM Fund Firm Wins Online

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The folks at a $1.5-billion-AUM, subadvised, Big Apple mutual fund firm and their PR and marketing ally have good cause for popping some champagne. The website award was featured in MFWire.

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The Top 2 Barriers to Success on LinkedIn and Strategies for Overcoming Them

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LinkedIn is the top social media platform for asset managers. But being on LinkedIn isn’t the same as using it well. Sondhelm Partners’ Phaedra Perkins sat down with Synthesis Technology’s Emilie Totten to discuss the top barriers to LinkedIn success and strategies to overcome them. She also threw in a little lagniappe (Cajun for “a little something extra”) about SEO!

This video was picked up by Third Party Marketer’s newsletter.

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Liberty Street Funds Wins Best Mutual Fund Website

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The Web Marketing Association recently awarded www.libertystreetfunds.com as the “Best Mutual Fund Website” in the 2022 Internet Advertising Competition (IAC) Awards.

Visit the IAC Winners Page for more information.

“Liberty Street is honored to be acknowledged as a leader in asset management website marketing,” said Tim Reick, Chief Executive Officer of Liberty Street Advisors. “Prominent financial services brand names who have previously won the award include BlackRock, Franklin Templeton Investments, and John Hancock. Liberty Street now joins this illustrious group.”

Sondhelm Partners developed the award-winning website. “Liberty Street developed a strong performing website as part of their long-term growth strategy,” said Dan Sondhelm, CEO of Sondhelm Partners. “Liberty’s website helps educate, engage, and inform financial advisors and investors about its quality niche strategies, people, and products.”

The objective of the independent Web Marketing Association is to evaluate and recognize excellence in internet marketing and corporate website development. The IAC Awards were created to judge firms against peer work within their industry.

The Web Marketing Association’s judging criteria included creativity, innovation, impact, design, copywriting, use of the medium, and memorability.

Awards were evaluated by objective advertising, marketing, and technology service firm professionals who thoroughly understand best practices in website design and development.

Judges came from top firms in the U.S and globally, including Brunner, Facebook, Google, Gravity Global, Grey Midwest, Hewlett Packard, HSBC, Infosys Technologies, MullenLowe, Ogilvy Consulting, The Charles NYC, and Upwork.

About Liberty Street Funds

The Liberty Street Funds offer investors and financial advisors mutual funds sub-advised by independent boutique managers who possess expertise in their asset class. Because Liberty Street focuses on boutique managers, financial advisors can provide value-added strategies in actively managed and less-correlated portfolios to their clients. Through its selective multi-manager family of funds, Liberty Street provides access to timely investment strategies. The Liberty Street Funds are based in New York City, NY, and advised by Liberty Street Advisors, Inc.

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 sub-advisory. Websites are often designed for performance, timely content, and lead generation.

For More Information
For more information, please contact Milin Iyer, Director, Sondhelm Partners, at 703-752-1510 or milin@sondhelmpartners.com.

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Schwab Latest to Launch Direct Indexing Service

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Charles Schwab is planning to roll out its direct indexing platform in late April, the latest in a line of asset managers to offer more personalized investing solutions to clients. Dan Sondhelm opined for this Traditional Fund Intelligence article.

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PIMCO taps Credit Suisse for institutional EVP

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PIMCO’s addition will focus on family offices and nonprofits, growing areas of interest for many larger firms. Dan Sondhelm opined for this Traditional Fund Intelligence article.

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How Asset Managers Use Customer Data Platforms to Create the MarTech Stack of the Future

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Asset managers must continue to drive down expense ratios and keep an intense focus on growth by leveraging modern technologies and improving operational efficiencies. For asset managers to deploy that technology, they need to invest in the marketing technology stack of the future. Our latest joint-research was featured in CDP.com, a resource for data-driven marketing professionals.

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Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2022

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Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Mutual Fund & ETF Awards 2022. Now in their 29th year, the With Intelligence Mutual Fund and ETF Awards are widely regarded as the most prestigious and respected awards in the traditional asset management space. Being shortlisted or winning a category will raise your profile among peers and investors and help attract fresh talent to key business segments. Asset managers can nominate their firms now. The Awards ceremony will take place June 16, 2022 in New York City.

For more information, visit the event website.

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Sondhelm Partners is Proud to Support World Central Kitchen

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On February 24, Russia launched a large-scale military operation on neighboring Ukraine, invading the country on several fronts. The UN estimates over 1.3 million Ukrainians have fled since the attack began, with that number expected to rise dramatically. The journey is daunting, with many Ukrainian families traveling for days without food.

Working at a 24-hour pedestrian border crossing in southern Poland, WCK began serving hot, nourishing meals within hours of the initial invasion and are now set up at eight border crossings across the country. Additionally, they are supporting local restaurants preparing meals in eight Ukrainian cities including in Odessa, Lviv, and Kyiv. WCK teams are also on the ground in Romania, Moldova, Hungary, and arriving soon to supporting Slovakia.

Visit World Central Kitchen for more information.

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In The News Archives - Sondhelm Partners