by Liz Hecht | May 2012 | Communicating with Clients
In This Issue: Too Little Too Late | It Matters | A Field Guide Inspired client service can delay terminations due to poor investment performance—possibly long enough for performance to turn around. Yet in their client presentations investment firms make the same... by Liz Hecht | April 2012 | Practical Considerations
In This Issue: Tillie | Special-Ops Editing | The Power of Habit Virtually all investment companies define “discipline” as a strength or even a competitive advantage. This issue of Excess Returns considers an important manifestation of discipline—being... by Liz Hecht | March 2012 | Presenting Performance and the Portfolio
In This Issue: What’s in the Portfolio? | Other? | Steve Jobs, CMO An organic food company recently helped me better understand certain important, commonsense truths about investment marketing. This month’s issue of Excess Returns shows how education—and... by Liz Hecht | February 2012 | Communicating with Distinction
In This Issue: Questions to Ask | Halt! Who Goes There? | A Lamentable Trend Thought leadership has become a virtual requirement in the world of investment marketing. Those who don’t have thought leadership want some. And those who already have some want more.... by Liz Hecht | January 2012 | Selling the Organization
In This Issue: A Different Kind of Due Diligence | Red Flags | A Hundred Little Things According to the dictates of their nature—not to mention commonly accepted best practices and, in some cases, the law—investment companies are compelled to audit everything. There...
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