In the News


How to Increase Your Asset Win Percentage

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.

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Asset Manager Viability Requires Diversification

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.

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Connecting the Dots – Dan Sondhelm [Podcast]

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.

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Is Subadvising In Your Future?

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.

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Meeting The Demand For Better Client Communications

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.

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Asset Manager Viability Requires Diversification

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.

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Why Email Marketing is Dead and Marketing Automation is Thriving

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.

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Three Ways to Boost Your Salespeople’s Results

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.

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Technology is Changing the Playing Field and the Players

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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Why Knowing Who Is Visiting Your Website Is Important

January 29, 2019

Asset managers are looking for ways to maximize the ROI on their websites. Dan Sondhelm explains why approaching analytics from two perspectives works best, on the Kurtosys blog.

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