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.
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.
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.
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.
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.
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.
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.
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.
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.
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.