Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry 

Sondhelm Partners Continues Winning Streak at the 2023 Hedgeweek US Awards

2023-hedgeweek-best-third-party

Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2023, an award Sondhelm has won for the second year in a row. Sondhelm Partners also clinched third place in the Best PR & Marketing Firm Category. The firm was honored with Hedgeweek’s Emerging Manager Award in the Best Third-Party Marketing Firm category earlier this year.

brand positioning for asset managers

“Our story needs some work.”

Distribution Help For Fund Managers

“Our sales team could use some direction.”

Marketing firms for asset managers

“Our email-blasts just aren’t gaining traction.”

PR for portfolio managers

“We aren’t getting the news coverage we deserve.”

Help for asset managers with mergers and acquisitions

“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”

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Insights


Preparing for High-Quality Remote Video Interviews

March 07, 2024

Are you ready to create captivating video content that showcases your brand and connects with your investors? This guide provides tips and recommendations to ensure you're prepared for your interview and that the captured footage is optimal for video production.

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Six Media Risks Every Asset Manager Should Know—and How to Counter Them

December 14, 2023

Concerned about the risks of working with journalists? Our PR Director, Milin Iyer, reveals six risks for asset managers and effective counterstrategies in our insightful new article.

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Active Mutual Fund Managers: Your Days Could Be Numbered?

December 01, 2023

A provocative PwC report predicts by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive?

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What Boutique Asset Managers Can Learn from Big Firms’ Website Mistakes

November 17, 2023

Big firm websites are missing the mark. Learn how boutique asset managers can sidestep these pitfalls and create an advisor-friendly website that attracts and retains investors.

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In The News


Sondhelm Partners Shortlisted for Hedgeweek’s Best Third-Party Marketing Firm Category

March 27, 2024

Sondhelm Partners has been nominated for Best Third-Party Marketing Firm at the Hedgeweek US Emerging Manager Awards 2024. Show your support by voting before April 26th.

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Fake Vanguard Campaign Puts Smaller Shops at Risk for Tarnished Brands

March 15, 2024

Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.

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Active Mutual Fund Managers: Your Days Could Be Numbered?

March 13, 2024

A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm's recent contribution for NASDAQ.

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