Category: In The News


Asset management’s ‘future ain’t what it used to be’

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New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups. To level the playing field, Dan Sondhelm recommends these eight strategies, as published in Money Management Executive.

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For Asset Managers, Thought Leadership is the Key Differentiator

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Thought leadership is about creating insight that provides people with a different perspective on issues that matter to them. Authentic thought leadership challenges conventional wisdom while provoking or influencing thought. Memorable, insightful, and impactful thought leadership content is built on these key elements. This story was picked up on Nasdaq.

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Wooing RIA Gatekeepers: The “VIP Approach”

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A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. Read Dan Sondhelm’s latest contribution to 3PM.

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Active vs Passive: A Sudden Shift in Investors’ Preferences?

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If you only read the headlines for Morningstar’s latest Direct Fund Flows Commentary, you might walk away with the impression that investors have come back in force. And that the dominance of passive funds over active funds is finally beginning to crack. Think again. If you go behind the headlines, you’ll see that the numbers aren’t as impressive as they might seem. Read Dan Sondhelm’s latest contribution to Iris.

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Asset Managers’ Advance into Digital Coming Up Short

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The latest Kurtosys digital marketing survey reveals some encouraging trends as asset management firms continue their slow crawl into the digital age. Read Dan Sondhelm’s latest contribution to 3PM.

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How to Increase Your Asset Win Percentage

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Boutique asset managers often debate which client segments offer the best potential. Too often, these firms swing for home runs, but there are also advantages to hitting singles and doubles. Read Dan Sondhelm’s latest contribution to Iris.

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Asset Manager Viability Requires Diversification

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It’s not uncommon for asset management firms to be highly concentrated, with a significant portion of their revenues coming from relatively few clients or products. From a business management standpoint, it is both risky and irresponsible. Just ask Northern Cross.

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Connecting the Dots – Dan Sondhelm [Podcast]

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In the first edition of the Kurtosys Podcast, Dan Sondhelm chats with Elliot Burr about new digital strategies for asset managers: how to best leverage new technologies, and how to stay ahead of the content marketing game in the face of regulation and disruptors.

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Is Subadvising In Your Future?

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Thinking about getting out of the mutual fund business? Do you just want to manage money? It might be time to think about merging with or selling your funds to a more experienced fund company that has the resources and expertise to take on the sales, marketing, and administrative tasks you don’t like to do – while letting you continue to manage investment decisions as a sub-advisor. Read Dan Sondhelm’s latest contribution to MFWire.

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Meeting The Demand For Better Client Communications

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The asset management industry continues to face unrelenting tailwinds in its struggle to grow AUM. The convergence of growing passive inflows, downward fee pressure, increased market volatility and chronic underperformance has formed a virtual perfect storm, catching many firms unprepared for the fallout. Read Dan Sondhelm’s latest contribution to Emerging Manager Monthly.

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In The News Archives - Page 3 of 14 - Sondhelm Partners