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www.fundfactor.net | fundfactor.net Reviews
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FundFactor: Financial Planning: What's the Point of Wealthfront's Bluster?
http://fundfactor.blogspot.com/2015/07/financial-planning-whats-point-of.html
July 13, 2015. Financial Planning: What's the Point of Wealthfront's Bluster? Adam Nash’s pugilistic attitude has generated lots of industry buzz," according to a recent story in Financial Planning magazine about the fight between Wealthfront and the Robo-advisor competition. "But it remains to be seen whether his brash strategy will garner [his firm] more clients.". Thank you Financial Planning Magazine for including my thoughts in the story. Read the full story. Posted by Dan Sondhelm.
SunStar Conferences: Media briefing announced: Tell your story to numerous reporters at the same time
http://pressbriefing.blogspot.com/2013/01/media-briefing-announced-tell-your.html
Media briefing announced: Tell your story to numerous reporters at the same time. SunStar Strategic, in partnership. With LiveStudio HD, presents. 2013 Media Briefing for Undiscovered Funds. March 19, 2013 10 am to 12 pm. Hilton New York Concourse A Participation fee. 1335 Avenue of the Americas Clients $8,900. New York Non-clients $9,400. Be one of seven fund managers to tell your story, including your strategy,. Your portfolio, and your market outlook, to journalists at the most. Or contact Dan Sondhelm.
FundFactor: About FundFactor
http://fundfactor.blogspot.com/p/about-fundfactor.html
Provides timely information to help investment managers and mutual fund firms attract and retain investors, strengthen distribution and build brands. Is published by SunStar Strategic. Subscribe to: Posts (Atom). Popular posts - 7 days. Hiring a 3rd party wholesaler: worth the effort? What do financial advisors read? Q&A with Avi Nachmani - Be visible to highlight your conviction. Death of a 5 Star Fund. Dealing with anxious investors. Popular Posts - 30 days. Strategic Insight FORUM on Distribution.
FundFactor: MME: Celebrate or Sob? How to Discuss Performance
http://fundfactor.blogspot.com/2015/07/mme-celebrate-or-sob-how-to-discuss.html
July 21, 2015. MME: Celebrate or Sob? How to Discuss Performance. At the halfway mark of the year, a handful of mutual funds have managed to top Morningstar's rankings with total returns to date of over 22%, while at the other end of the spectrum, some funds slipped well past -15% in total returns," according to a recent story in Money Management Executive. How does being at the top or bottom of the performance charts for a period of time impact your story and your opportunity for marketing it? SunStar S...
FundFactor: Strategic Insight FORUM on Distribution
http://fundfactor.blogspot.com/2009/07/strategic-insight-forum-on-distribution_574.html
July 6, 2009. Strategic Insight FORUM on Distribution. Event to consider on Distribution:. 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 roundtables will be led by presenters from Strategic Insight, Coates Analytics, Sincere and Co., Sway Research and Cogent Research. These discussions will be interactive, so come prepared with questions for our thought leaders ...How c...
FundFactor: About SunStar Strategic
http://fundfactor.blogspot.com/p/about-sunstar-strategic.html
Helps institutional investment managers and mutual fund firms attract and retain investors, strengthen distribution and build brands through structured news generation programs and smart marketing. SunStar knows the industry and the reporters who cover it, helping clients get the attention and recognition they deserve. In addition, we offer a virtual distribution program to communicate with financial advisors and other investors in a timely way that supports or substitutes for wholesalers on the ...
FundFactor: Hiring a 3rd party wholesaler: worth the effort?
http://fundfactor.blogspot.com/2011/07/hiring-3rd-party-wholesaler-worth.html
July 19, 2011. Hiring a 3rd party wholesaler: worth the effort? Is third party marketing a good fit for your firm? Both Adams and Oberholtzer agree that just about any firm should consider a third party group. As long as your firm has a successful operating history and is ready to embrace the challenges associated with third party distribution, Adams feels you can surely benefit from the partnership. How important are references? What do you look for in a candidate? How do you get paid? All parties need ...
FundFactor: About Dan Sondhelm
http://fundfactor.blogspot.com/p/about-author.html
Dan Sondhelm is a partner and senior vice president of SunStar Strategic. Leading the firm's financial services industry expertise and developing client growth strategies. SunStar Strategic helps boutique and large institutional investment managers, mutual fund and ETF firms, and financial advisory firms grow by attracting and retaining investors, strengthening distribution and building brands through integrated marketing strategies. And Hedge Fund Law Report. How to enhance and deliver your message to d...
FundFactor: How to gain marketshare with Pershing
http://fundfactor.blogspot.com/2010/10/working-with-pershing-support-for.html
October 7, 2010. How to gain marketshare with Pershing. 65279;With 17,000 funds available to Pershing broker-dealers and advisors, a key question new and smaller funds have is “how can we gain market share? 65279;We spoke to Sandy Motusesky (left), Director of Product Management and Development for Pershing. Sandy spoke with us about the opportunities fund companies have with Pershing as well as trends Pershing sees within the investment community. What do the most salable funds look like? 65279;A...
FundFactor: IMPACT, INSITE: Planning for advisor conferences in 2015
http://fundfactor.blogspot.com/2014/11/impact-insite-planning-for-advisor.html
November 26, 2014. IMPACT, INSITE: Planning for advisor conferences in 2015. Conferences are a great way to meet and strengthen relationships with financial advisors. They are also a great way to promote your brand. The biggest benefit, though, is to support influential organizations such as Schwab or Morningstar. They know (and remember) who their sponsors are. So what do they cost? If you are actively seeking a speaking spot, contact the organization’s sponsor relations representative, who should...
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Bdquo;Ideen verändern die Welt – wenn sie umgesetzt werden.”. Fisch und Fischl GmbH. Seit 1999 setzen wir Ideen im IT-Bereich mit neuen und innovativen Techniken um. Die Spannweite unserer Projekte reicht von kleinen elektronischen Basteleien über pfiffige Softwaretools bis hin zur komplexen datenbankgestützen Internetanwendung. Ende 2000 ist die Idee zu diesem Webprojekt entstanden und im Laufe der Zeit zu einer komplexen Internetapplikation gewachsen. Auf Spritmonitor.de. Auszug aus unseren Projekten:.
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Investment Consulting and Investment Research: Asset Risk Consultants
Why Use A Consultant? 44 (0)207 442 5955. 1 647 289 1100. Why Use A Consultant? ARC turns investment data into investing intelligence for clients around the globe. Asset Risk Consultants ( ARC ) provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers. ARC was approached by a global, independent provider of trust, corporate and fund administration services, with more than 300 employees across...
FundFactor
A blog for mutual fund and investment management marketers who want strategies and ideas to attract and retain investors, strengthen distribution, and build brands. April 4, 2016. The 7 Best Types of Content That Deliver Leads, Ranked. Content, content, content. Are we tired of it now? Well, no. Your prospects are not tired of content. In fact, most need it to make informed investment decisions. What is content marketing? Learn more about content marketing. From my friend Frank Serebrin. March 16, 2016.
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Fund Factors Regression analysis tools. 4F), and Capital Asset Pricing Model. View the list of available funds. Directly compare up to 5 funds. Calculate factor loadings for your own portfolios. Learn more about Fund Factors. Send us your comments and suggestions. Major Index Regressions (from Inception). SPDR Dow Jones Industrial Average. Fidelity Nasdaq Composite Index Tracking Stock. SPDR S&P 500 ETF. Vanguard Regressions (from Inception). Vanguard 500 Index Admiral Shares. DFA Tax-Managed US Equity.
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