Midyear is the perfect time to assess your strategy to see what’s working and not working giving you ample opportunity to tweak or change direction.
Ask Hard Questions at Your Midyear Review
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Launching a Mutual Fund: The Cost of Success
Typically, when an investment advisor thinks about launching a new fund, they ask, “How much does it cost?” Jace Schuppan, at Ultimus Fund Solutions, penned the answers.
Rising AUM? Declining Shares Outstanding? Time to Plug the Leak
Investment management firms celebrated record assets under management after an increase in 2017 of 16.1 percent – from $18.2 trillion to $21.1 trillion.
Considerations For Your Growth Strategy
Do you have a great story to tell but investors aren’t paying attention? Our checklist will help you think through the considerations for growth.
Cambridge: Industry consolidation to continue in 2018
“Targeted acquisitions of smart beta firms, of managers able to outperform their index, and of active managers sheltered from the shift to passive will remain of interest. Transactional activity in non‐ traditional asset classes such as infrastructure, real estate,...
Rethink Your 2018 Growth Strategy Now
Mutual fund flows are predictable. Fund flows tend to be largest at the beginning of the year when investors rebalance portfolios, invest bonuses, and contribute to IRAs after the holidays.
Why You Should Quit the “Fund Cost Center” Mentality
“We are tired of subsidizing our mutual fund family. We hate writing large checks to our distributor,” says the CEO of a highly profitable asset management firm that focuses on institutional accounts. “We want to attract assets in our undiscovered mutual funds.”...
Why Asset Managers Need to “Know the Flows”
Are you committed to growing one of your mutual funds? Or are you thinking about adding a fund to your lineup? One question you might not have considered: Is your timing right?
Top Low-Cost Educational Resources for Fund Marketers
Many boutique asset managers have asked us for a list of easy-to-use, low or no-cost educational resources for their firms and clients. Here are several great tools to use.