In the News


3 Ways Active Managers Can Survive the Rest of 2020

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.

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Asset Managers Have Clashing Views On Coronavirus Severity: Webinar

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.

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Smart ways asset managers can boost their digital marketing ROI

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.

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10 Ways to Work from Home

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.

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Expect More Small Managers to Shutter over the Coming Months

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.

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Forced to do business online, fund groups adapt digital marketing strategies during pandemic

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.

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JP Morgan Scrutinized by Pension Client after Reports of Race Discrimination

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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Managers Crowd into Private Credit to Capture Slice of Growing Market

March 12, 2020

Asset management firms are bolstering their private credit capabilities as they seek to capture institutional investors moving money to the asset class. What are the top considerations for marketers? Dan Sondhelm commented for this story in Fund Fire.

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Stanford CIO Has Cut Ties with Close to 90% of Third-Party Managers

March 06, 2020

University endowments have been making wholesale changes to the managers to their investments lately. Why now? And how do you protect yourself from a sudden loss? Dan Sondhelm was part of this Fund Fire article.

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Plain-Speaking the Financial Language of Retail Investors

March 04, 2020

Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. As published on Nasdaq.

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