Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
Kurtosys developed this handy timeline of the most significant events that have shaped the mutual fund industry, featuring some lawful reforms, important fund launches and AUM landmarks.
When was the last time you reviewed your growth strategy? How about your sales retention efforts, marketing technology, or investment story? No time like now to review and improve.
As a boutique asset manager, you can transform your sales and marketing culture from the top down. First, though, you must create a strong business case backed by research.
At some point, the bad times will return. Some asset managers will find new revenue opportunities when they arrive, while others must go into survival mode. The intelligent firms will start preparing now.