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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.
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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.
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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.
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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.
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In the competitive world of asset management business development a compelling and credible story closes the deal. This article was published in Advisorpedia.
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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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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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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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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.
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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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