Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story through verbal and written communications. Dan Sondhelm shared his latest contribution with Hedgeweek.
Only about half of sponsors had positive net sales of their active mutual funds in 2022, new data shows. Of those companies, only eight had more than $10 billion in assets. The best-selling active fund shops of 2022 were either boutique or specialized managers. Dan Sondhelm opined for this Ignites article.
The competition recognizes and rewards fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth over the past 12 months.
Sondhelm Partners today announced that it has been recognized as the best third-party marketing firm in the United States for 2022 by Hedgeweek. The annual Hedgeweek US Awards recognize excellence among service providers and fund managers in the United States. The...
Third-party marketers and placement agents can play a critical role in helping asset managers raise capital. This article details what these firms do.
Marketers say too many managers of alternatives still aren’t succinctly telling their story to prospective investors and employees. Dan Sondhelm opined for this article in FundFire.
Smaller hedge funds often are run by money managers, not marketers. They want to grow but struggle for investor dollars. Consider using these marketing strategies to get noticed.
The nominated service providers are based on a widespread survey of more than 500 fund managers and other key industry participants.
Most retirement plan recordkeepers are investing heavily in their digital offerings, but much of that spending may be lost on participants, a recent survey suggests. Dan Sondhelm opined for this Ignites article.
The firm builds hyper focus on thematic, disruptive mission, but needs to market these strategies to gain traction. Dan Sondhelm opined for this article in Traditional Fund Intelligence.
Shops often use ticker symbols as branding tools for their products, but not all shops realize their marketing potential. Dan Sondhelm opined for this Ignites article.
Is the U.S. headed for a recession? When one hits, some boutique investment managers will be hit hard, and others will be well positioned to thrive. Now is the time to make the essential adjustments to business practices to keep your firm in the game so it can come out strong on the other end. We assembled a team of industry gurus who have weathered past recessions to share their insights on what boutique investment managers should be thinking about and doing right now to prepare for a recession. This article was published in NASDAQ.