February 26, 2019
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.
February 26, 2019
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.
February 15, 2019
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.
February 13, 2019
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.
February 12, 2019
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.
February 10, 2019
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.
February 07, 2019
One of the most fundamental tenets of investing and business is diversification — to avoid putting all one’s eggs into one basket.
February 04, 2019
As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive. This story was picked up on 3PM.
January 31, 2019
A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support. This story was picked up on 3PM.
January 30, 2019
The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain.
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