In the News


Creating Value or ‘Pushing Stuff Out’: How a Content Strategy Can Make a Difference

August 04, 2020

With the COVID-19 crisis curtailing on-site sales meetings and networking at conferences, asset managers have been scrambling to produce more digital content for consumption at home by their clients and prospects. But is upping the frequency enough to be heard? As featured in Nasdaq.

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Nuveen CMO Marty Willis on marketing ESG through heritage

August 03, 2020

TIAA-owned company aims to spread message of “making an enduring impact on our world” through range of tools. Dan Sondhelm commented for this article in Fund Intelligence.

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Moving From Pitch to Value-Add

July 31, 2020

To remain competitive in a world where effective virtual communications will become more important than on-site meetings, sales, marketing, client service and portfolio management teams will have to collaborate more closely than ever to develop laser-focused strategies for cultivating and retaining advisor relationships. Our recent industry report was referenced.

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Janus Henderson’s ‘Frustrating’ Inst’l Flows Slow Growth

July 30, 2020

Janus Henderson has not yet reported material growth in three years since the mega merger. How can they drive modernization across products, capabilities and global client servicing going forward? Dan Sondhelm commented for this article.

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Prioritizing Your Digital Marketing Wish List

July 23, 2020

Since the COVID-19 crisis began, many boutique asset managers have scrambled to “catch up” to their tech-savvy competitors, as published in IRIS.

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COVID-19 is Accelerating the Need for a Digital Marketing Transformation

July 16, 2020

COVID-19 is Accelerating the Need for a Digital Marketing Transformation. This is Dan Sondhelm’s latest contribution for Iris.

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Enhancing Communications in a Stay-At-Home World

July 16, 2020

The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. This article by Dan Sondhelm was published in Iris.

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COVID-19 Volatility Puts Active Fixed Income to the Test

July 13, 2020

Flows into active fixed income strategies face headwinds as the COVID-19 market shock produces large performance dispersions, and long-term trends like the low-yield environment and a shift to passive continues. What should institutional asset managers do to keep their clients? Dan Sondhelm opines for FundFire.

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‘Inboxes Overfloweth’: How to Stand Out in a Stuffed Mailbox

July 13, 2020

With the coronavirus pandemic keeping fund workers at home, sales teams must work harder to make sure their e-mails stand out in advisors’ crowded inboxes.  Dan Sondhelm shares his best practices in Ignites.

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Hedge Fund Launches Plunge, Liquidations Surge amid Pandemic

July 09, 2020

It has become more difficult grow and scale a hedge fund business, with more closures than launches in recent years – and 2020 looks likely to only accelerate the trend, according to recent data. If you build it, investors won’t necessarily come, according to Dan Sondhelm who shared his Insight for this article.

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