Seven Strategies for Building Better Web Sites

When it comes to websites, boutique asset managers are often at a competitive disadvantage compared to bigger firms with deep pockets and large digital marketing teams. The good news, however, is that it doesn’t take a huge investment of capital or time to create a robust website that enables advisors and institutional investors to research… Read more »

Why Institutional Asset Managers Must Become Social Media Savvy

If your firm isn’t using social media in its marketing mix, you’re missing out on a valuable, cost-effective resource institutional investors are increasingly relying on to aid in their investment education and due diligence processes. Four Out of Five Institutions are “Social Media Savvy” According to a Greenwich Associates study, 79% of institutional investors use… Read more »

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.” Growing mutual funds that haven’t reached profitability can be difficult, especially if the… Read more »

Nine Tips for Presenting and Promoting Winning Webinars

Webinars are one of the best ways for asset managers, custodians and other firms to build awareness of their brand and capabilities and generate qualified leads among financial advisors,” when presented and promoted effectively, according to a recent white paper by Advisor Perspectives. When presented and promoted effectively, webinars are one of the best ways… Read more »

Why Asset Managers Need to “Know the Flows”

Are you considering a commitment of resources to growing one of your mutual funds? Are you thinking about adding a fund to your lineup? One question you might not have considered: Is your timing right? The decision to commit to launching or growing a fund isn’t just about getting it into the market or trying… Read more »

Clean Shares: A Fiduciary-Friendly Solution for Asset Managers

Do asset managers—big, boutique and growing—need yet another new share class? The answer is yes if you want to be fiduciary-friendly. The long-delayed implementation of some of the DOL’s new fiduciary rules finally went into effect on June 9. While there is a possibility that some of the provisions will be modified in the coming… Read more »

Wooing RIA Gatekeepers: The “VIP Approach”

A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather… Read more »

Top Low-Cost Educational Resources for Fund Marketers

When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather manage portfolios than manage the product line of mutual funds. “We pay for investment research over mutual fund industry research,” said one CEO and portfolio manager of a boutique asset manager with just a handful of funds who… Read more »

A Baker’s Dozen Reasons Why Asset Managers and Advisors Should Do Inbound Marketing

Inbound marketing seeks to help investors find you through informative blogs, eBooks, email marketing, infographics, and other content. Here are 13 inbound marketing stats that show why inbound marketing is an effective low-cost marketing tool for generating leads - and raising capital: 1. Most business buyers (93%) used Google search (or Bing or Crosby or... Read more »