Category: In The News


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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The Sub-$100bn Firms That Had Big 2020 Flows

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2020 was a challenging year for all, but many boutique asset managers not only survived but thrived. Dan Sondhelm commented on some recent trends including subadvisory for this Fund Intelligence article.

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Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth

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Dan Sondhelm spoke at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.”

It’s been quite a year for boutiques. No one could have anticipated how the pandemic would affect asset managers and mutual funds. Despite the challenges that accompany our collective “new normal”, many firms have handled these sudden changes well and are poised for growth in 2021. In this webinar, growth expert Dan Sondhelm discussed the following topics:

• How boutique asset managers strengthened client and prospect engagement during the pandemic

• Basic, intermediate and advanced digital strategies to help your sales team sell more

• Questions to ask yourself as you finalize your 2021 growth strategy

Dan also shared poll data from Sondhelm Partners’ recent webinar, Client Engagement in Spite of Covid-19: How Boutique Asset Managers are Adjusting to the New Reality,” where they asked 150+ boutique asset managers how they believe they have handled the industry’s most pressing sales and marketing challenges related to the pandemic.

Watch the Replay.

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In The News Archives - Page 16 of 40 - Sondhelm Partners