Touchstone’s Plans to Tweak AIG’s Funds
April 20, 2021
Touchstone plans to reorganize the AIG mutual funds it will acquire into existing or new funds that will have lower fees. Dan Sondhelm opined for this Ignites article.
In the News
Zoom Mistakes that are Still Holding Asset Managers Back
April 20, 2021
The most successful asset managers have embraced Zoom for video conferencing. We’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them.
Blackrock Tops $9 Trillion on Record Inflows
April 20, 2021
Blackrock’s assets under management hit $9 trillion in the quarter, another milestone in the long growth trajectory of the world’s largest money manager. Dan Sondhelm commented for this article in Pension’s and Investments.
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.
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.
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.
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.
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.
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.
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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