April 08, 2020
Active management had a not-so-great year in 2019, with U.S. equity managers, in particular, failing to beat their respective benchmarks, according to new research by Wilshire. Now that volatility is back, induced by the global coronavirus pandemic, the pressure is on for active managers to prove their worth. Dan Sondhelm commented for this FundFire article.
April 06, 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. How are firms handling the pandemic and their clients? Very well, so far. This story was featured in Nasdaq.
April 01, 2020
Because market volatility may continue for some time, active managers with a proper strategy will be well-positioned to retain clients and have a better opportunity to capture more assets when the market recovers. Dan Sondhelm shared his thoughts with Synthesis’ Emilie Totten for this article in Money Management Executive.
March 31, 2020
The duration and severity of coronavirus is still up for debate as investors look to gain an understanding of its economic impact. Those differing views were on display during a webinar hosted by marketing and distribution firm Sondhelm Partners on Friday, as featured in Fin News.
March 31, 2020
Effective digital marketing can help fill your asset management firm’s pipeline and qualify potential leads so your sales team can make the most of their outbound contact efforts. So where do you begin? Read Dan Sondhelm’s latest feature in Money Management Executive.
March 25, 2020
Our own Milin Iyer shares with TheStreet how Sondhelm Partners has been using technology for stronger internal and client communications and is helping asset managers raise the bar with clients and prospects as well.
March 19, 2020
Small managers face new challenges now that the bull market has come to an end, and many will likely search for a strategic partner or close their doors as pressure builds. Dan Sondhelm shared his insight with FundFire for this article.
March 19, 2020
It’s more important than ever for firms to be communicating with their clients and prospects, but the message itself has changed.” Dan Sondhelm opined for this 401kWire feature.
March 16, 2020
With the emergence of social distancing and limitations on gatherings industry watchers say money managers must get creative with outreach, education. Dan Sondhelm shared his thoughts with Fund Intelligence.
March 13, 2020
The Kansas City Public School Retirement System questioned its relationship with its longtime asset manager, JP Morgan after a New York Times article revealed incidents of racism, but ultimately decided to take no action. The manager could have lost a large account. Dan Sondhelm commented in this FundFire article.
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