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.
In the News
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.
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.
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.
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
John Hancock Shuffles Sales Team Leadership
January 22, 2021
John Hancock Investment Management has reorganized its sales team leadership, adding two new distribution roles. Dan Sondhelm opined for Ignites as to the timing of the change and why digital and value-added services will be part of the mix.
The Sub-$100bn Firms That Had Big 2020 Flows
December 24, 2020
2020 was a challenging year for all, but many boutique asset managers not only survived but thrived. Dan Sondhelm commented on some recent trends including subadvisory for this Fund Intelligence article.
Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth
December 21, 2020
Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay.
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