My friend Bruce Johnston from DBJ Associates interviewed me for a Q&A featured on his blog. Entitled "Distribution Tips for Small Funds," the article answers his questions about the ways smaller funds are growing through constant communications of a good story to retail and advisor audiences. Click here for the story. And, while you are there, look around on Bruce's blog for entries on how fund firms are leveraging social media. It's one of the better blogs I follow on distribution.
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Wednesday, July 15, 2009
Distribution Tips for Small Funds
My friend Bruce Johnston from DBJ Associates interviewed me for a Q&A featured on his blog. Entitled "Distribution Tips for Small Funds," the article answers his questions about the ways smaller funds are growing through constant communications of a good story to retail and advisor audiences. Click here for the story. And, while you are there, look around on Bruce's blog for entries on how fund firms are leveraging social media. It's one of the better blogs I follow on distribution.
Friday, July 10, 2009
Monday, July 06, 2009
Strategic Insight FORUM on DIstribution
Event to consider on Distribution:
This interactive Forum to be held July 15, 2009 at the Harvard Club in Boston will be an intimate gathering for industry veterans to share observations and questions, and to learn from SI’s cutting-edge new research, and thought leaders. Executives already registered to the SI Forum include, among others: heads of distribution, marketing, and research, as well as CEOs, representing both large and small firms.
Click here to view additional information.
Strategic Insight has gathered in-house and outside experts to lead an unprecedented half-day, interactive conference on mutual fund distribution.
The SI Forum will feature short formal presentations followed by lengthy roundtable discussions on the general topics of those presentations – today’s hottest topics in fund distribution, including opportunities in the DCIO marketplace and how to reach RIAs.
The roundtables will be led by presenters from Strategic Insight, Coates Analytics, Sincere & Co., Sway Research and Cogent Research. These discussions will be interactive, so come prepared with questions for our thought leaders and for your fellow mutual fund executives – we expect attendees to share their approaches, stories and challenges, and answer questions from the presenters.
SI’s Avi Nachmany will provide a lunchtime update on key industry trends.
The event lasts from 11:00 am to 4:30 pm., with a sit-down lunch and coffee breaks. Cost: $500 per person; only $400 per person if your firm sends three or more people.
Questions to be addressed in presentations/discussions include:
-How can fund firms do a better job segmenting financial advisors?
-Which investment styles have been growing the fastest at national broker dealers?
-What are the opportunities and challenges of working within the independent RIA marketplace?
-How has the crash altered the landscape of DC plan investment menus and where are new opportunities?
-Which brand elements must firms enhance in order to drive future loyalty and purchase intent?
This interactive Forum to be held July 15, 2009 at the Harvard Club in Boston will be an intimate gathering for industry veterans to share observations and questions, and to learn from SI’s cutting-edge new research, and thought leaders. Executives already registered to the SI Forum include, among others: heads of distribution, marketing, and research, as well as CEOs, representing both large and small firms.Click here to view additional information.
Strategic Insight has gathered in-house and outside experts to lead an unprecedented half-day, interactive conference on mutual fund distribution.
The SI Forum will feature short formal presentations followed by lengthy roundtable discussions on the general topics of those presentations – today’s hottest topics in fund distribution, including opportunities in the DCIO marketplace and how to reach RIAs.
The roundtables will be led by presenters from Strategic Insight, Coates Analytics, Sincere & Co., Sway Research and Cogent Research. These discussions will be interactive, so come prepared with questions for our thought leaders and for your fellow mutual fund executives – we expect attendees to share their approaches, stories and challenges, and answer questions from the presenters.
SI’s Avi Nachmany will provide a lunchtime update on key industry trends.
The event lasts from 11:00 am to 4:30 pm., with a sit-down lunch and coffee breaks. Cost: $500 per person; only $400 per person if your firm sends three or more people.
Questions to be addressed in presentations/discussions include:
-How can fund firms do a better job segmenting financial advisors?
-Which investment styles have been growing the fastest at national broker dealers?
-What are the opportunities and challenges of working within the independent RIA marketplace?
-How has the crash altered the landscape of DC plan investment menus and where are new opportunities?
-Which brand elements must firms enhance in order to drive future loyalty and purchase intent?
Monday, June 29, 2009
MME: Small Funds Use Personal Contact, PR to Boost Sales
Money Management Executive picked up our recent Fund Factor article on Best Practices. We showed you how Jensen, James Advantage, Auer and Croft Funds have beat the odds and continued to grow despite the challenging environment. Personal contact and PR can also help you. Click here to read the MME version (subscription) or click to read Part 1 and Part 2 of the original.
Friday, June 26, 2009
Webinar exceeds expectations for undiscovered funds
We had 52 journalists from top publications and many financial advisors attend this week's Webinar for Top Mutual Funds. Journalists and financial advisors heard well-known and undiscovered mutual fund managers who have excellent short and long-term performance and interesting investment strategies. Presenters discussed their investment strategy, specific sectors and stocks, and how they are handling current market volatility. Presenting firms expect to build long term relationships with the media as well as earn positive news coverage. Click here for full results.
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