Category: In The News


Sondhelm Partners Shortlisted for Hedgeweek’s Best Third-Party Marketing Firm Category

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We are thrilled to announce that Sondhelm Partners has been nominated in the Best Third-Party Marketing Firm category for the Hedgeweek US Emerging Manager Awards 2024.

The nominees were selected based on an extensive survey of over 100 US-based hedge fund managers and key industry participants. We are honored to be shortlisted alongside respected firms such as Stonehaven, Cap Intro Solutions, and Clear Glass Capital.

The Hedgeweek US Emerging Manager Awards recognize outstanding performance and innovation in the emerging hedge fund industry across the United States. Winners will be announced at an exclusive ceremony on Thursday, June 6, 2024, at Convene 101 Park Avenue, New York.

This nomination affirms our dedicated service in assisting emerging hedge fund managers raise capital and build brands over the past year. We strive to deliver exceptional results to every client.

Please show your support by voting for Sondhelm Partners on the Hedgeweek US Emerging Manager Awards website in the Best Third-Party Marketing Firm category before the voting closes on April 26, 2024. Best of luck to all the nominees.

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Fake Vanguard Campaign Puts Smaller Shops at Risk for Tarnished Brands

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Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.

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Active Mutual Fund Managers: Your Days Could Be Numbered?

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A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm’s recent contribution for NASDAQ.

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Investment Employees Not Safe from Layoffs in 2023: Report

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A new Morningstar report says asset managers are laying off portfolio managers amid industry challenges. Dan Sondhelm shares insights on the reasons behind the layoffs and their impact on the industry.

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Beyond the Bonus: How Firms Reward Employee Performance

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Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.

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As ETF Flows Climb, DFA Revamps Investor Website

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As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.

 

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WisdomTree Teases Prime Ad Ahead of National Launch

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WisdomTree is ramping up marketing efforts for its WisdomTree Prime digital wallet ahead of a national rollout. The blockchain-based platform presents an opportunity for WisdomTree to expand beyond investments. Dan Sondhelm opined for this article in Ignites.

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Voya’s New Ads Use Twins to Promote Investing Message

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Voya launches lighthearted twin-centric ad campaign promoting workplace benefits and retirement savings tools with upbeat, entertainment-focused messaging. Dan Sondhelm opined for this Ignites article.

 

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Sales And Marketing Need An Integrated Strategy

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Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine.

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Stand Out or Get Lost: Bold Growth Strategies

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In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.

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In The News Archives - Page 5 of 44 - Sondhelm Partners