In the News


A DC Fund Firm’s Websites Win

April 14, 2021

The Web Marketing Association recognizes an asset manager and Sondhelm Partners for Best Investment and Mutual Fund Websites.

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Public Relations in Today’s Digital World

April 09, 2021

Asset managers looking to elevate their firm’s brand and credibility should consider reevaluating their media relations strategy to maximize potential for visibility and AUM growth. Milin Iyer’s article was recently published in Advisorpedia.

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F/m Wins Best Investment, Mutual Fund Websites

April 08, 2021

The Web Marketing Association recently awarded two F/m Acceleration websites as “Best Investment Website” and “Best Mutual Fund Website” in the 2021 Internet Advertising Competition (IAC) Awards. Sondhelm Partners is proud to have developed the websites.

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Invesco’s March Madness Marketing Campaign Puts QQQ at Forefront

March 19, 2021

Global fund group pushes sports-related innovation during first year of NCAA partnership. Dan Sondhelm shared his insight for this Fund Intelligence article.

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Asset Managers Must Make a Commitment to Content

March 15, 2021

As an asset manager, if you aren’t committed to producing timely content, your sales team is likely working harder than they have to. I spoke with Emilie Totten at Synthesis Technology about the trends.

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Managers Elevate Next-Gen PMs to Smooth Succession Paths

March 15, 2021

Asset managers are thinking about the next generation of investment professionals to ensure a smooth transition when key portfolio managers opt to retire or leave the firm. Dan Sondhelm shared his insights for this FundFire article.

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A Manager by Any Other Name: Firms Grapple with Branding Decisions after M&A

February 04, 2021

Asset management shops joining forces through mergers and acquisitions must reckon with an identity question: whether to dump, maintain or alter the combined firms’ legacy branding. Dan Sondhelm was included in this FundFire article.

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Dan Sondhelm to lead ICI Small Funds Committee Round Table on Growth Strategies

February 04, 2021

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the ICI Small Funds Sales & Marketing Roundtable, “How boutique asset managers are adjusting to covid-19.” Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The webinar will be held February 11, 2021 at 2:00 pm ET.

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Differentiation in 2021? How Asset Managers Will Fail

February 02, 2021

With everyone “going digital” with their content and events, it’s going to be harder than ever to rise above the noise. Asset managers should avoid these three things if they want to differentiate and gain assets in the coming year. Dan Sondhelm was included in this article.

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Marketing Heads Focus on Content Personalization, Messaging Around Innovation and ESG for 2021

January 29, 2021

Top marketers share firms’ priorities. Dan Sondhelm opined for this Fund Intelligence article

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