Category: In The News


The Boutiques Are Alright

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Recent market turbulence has put pressure on boutique asset managers, but most companies are not ready to throw in the towel just yet, according to a recent Sondhelm Partners study. The report was featured in Fundfire.

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Long-Term Remote Work Puts Managers’ Company Culture to the Test

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Asset managers are grappling with how to keep their company culture in place as remote work stretches on and becomes the new normal for some. Dan Sondhelm shared his thoughts for this Fundfire article.

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Confident, Client-Centric, And Committed: New Research Reveals Boutique Asset Managers’ State Of Mind

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No one could anticipate the havoc the rapid spread of COVID-19 would wreak upon the global economy, including most asset managers. We wanted to get the pulse on how boutique asset managers are engaging clients and prospects and handling the pandemic. Our report is now available for download on Nasdaq.

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Boutique Managers to Tell Their Stories to Dozens of Research Teams During Co-branded Virtual Event

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The Citywire World of Boutiques virtual event will take place on July 16th, 2020. This event will offer 10 specialty managers the opportunity to present to US fund buyers. Each portfolio manager will present live to the audience and have the opportunity to answer questions.

 Using digital event technology, the event will have the ‘look and feel’ of a typical Citywire event – with engaging presentations from leading fund managers, a punchy line-up, and opportunities to connect with fund buyers and analysts.

Delegates will be hand-picked from the Professional Buyer and RIA fund selection community such as fund analysts, fund selectors, model portfolio managers, investment specialists, RIAs, wirehouses, independent broker-dealers, family offices, bank trust and TAMPs.

Sondhelm Partners, Havener Capital and Ultimus Fund Solutions are Event Partners.

Visit this link or email  Dan Sondhelm for more information.

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US News Q&A: Smart Ways Financial Advisors Can Gain AUM

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For today’s financial advisors, marketing means going digital. It means producing timely content and earning news coverage that will bring clients to you rather than you hunting them down one phone call at a time. US News & World Report interviewed Dan Sondhelm where he shares some of the biggest marketing challenges advisors face and how his company can help.

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How to Make Sure Your Voice Doesn’t Get Lost in the Mix

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With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix. This article was picked up in Nasdaq.

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Thornburg hires Northern Trust AM pro as CMO

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Thornburg Investment Management has brought on a new chief marketing officer as it looks to enhance its global marketing and growth initiatives. Dan Sondhelm opined on the hire, reporting structure and digital strategy for Fund Intelligence.

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Even Last Year’s AUM Growth Couldn’t Save Managers from Profit Margin Pressure

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As industry pressures continue to build in a turbulent 2020, firms are relying on strategies that bring greater revenue, including alternative investments, to maintain profitability. Dan Sondhelm shared his thoughts with FundFire for this article.

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How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged Webinar

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EMM Editor Matthew McCue took part in our webinar, How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged, last month.

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Active Management is Back: How Do You Take Advantage of It?

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With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world. This article was picked up by Nasdaq.

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In The News Archives - Page 2 of 22 - Sondhelm Partners