March 17, 2022
Asset managers must continue to drive down expense ratios and keep an intense focus on growth by leveraging modern technologies and improving operational efficiencies. For asset managers to deploy that technology, they need to invest in the marketing technology stack of the future. Our latest joint-research was featured in CDP.com, a resource for data-driven marketing professionals.
March 15, 2022
Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Mutual Fund & ETF Awards 2022. Now in their 29th year, the With Intelligence Mutual Fund and ETF Awards are widely regarded as the most prestigious and respected awards in the traditional asset management space.
March 07, 2022
Within hours of the Russian invasion of Ukraine, WCK began serving hot, nourishing meals and are now set up at eight border crossings across the country. Additionally, they are supporting local restaurants preparing meals in eight Ukrainian cities including in Odessa, Lviv, and Kyiv. WCK teams are also on the ground in Romania, Moldova, Hungary, and arriving soon to supporting Slovakia.
March 04, 2022
Foreign boutique and name-brand asset managers want to offer their expertise and products to U.S. investors. The AUM potential is strong. The biggest challenge is determining the best way to establish their U.S. presence and build awareness and traction among investors and financial advisors. If your firm is thinking about setting up shop in the U.S., here are six key issues you need to consider before you make your move, as published in Advisorpedia.
March 03, 2022
Asset managers have taken a variety of approaches to addressing Russia’s escalating war on Ukraine, ranging from sending out market-focused commentary to taking an explicit stance. Dan Sondhelm opined for this FundFire article.
March 01, 2022
Some investment managers have been communicating their thoughts on the invasion, sanctions and what it means for investors. Dan Sondhelm opined for this Traditional Fund Intelligence article.
February 28, 2022
Some Western companies severed their ties with Russia, and others studied whether and how to do so, as President Vladimir Putin’s invasion of Ukraine triggered sanctions and pressure to abandon some business dealings. Dan Sondhelm opined for this Reuters article.
February 25, 2022
Russia’s Ukraine invasion sent oil prices, gas futures, and the global market swinging, causing confusion among some investors. Firms fielded calls and emails from clients, advisors, and consultants, who were wondering how their investments would fare. Many urged investors to take a long view and remain calm. Dan Sondhelm opined for this Ignites article.
February 25, 2022
Americans awoke to the news of a Russian invasion of Ukraine, and the U.S. markets fell and then recovered. In this MFWire feature, Dan Sondhelm urges investment managers to speak up on what the crisis means to markets and clients.
February 18, 2022
Asset managers are aligning their brands with iconic sports teams and players in hopes of forging closer connections to existing and potential investors. Dan Sondhelm opined as to when this strategy makes sense.
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