Branding for Investment Companies

In This Issue: Standing for Something | Differentiate or Die | Enemies of Effective Branding Where are the Apples and Starbucks and Whole Foods of the investment world? Companies you know you can count on to deliver what you want consistently? That’s the essence...

Investment Marketing 1.0

In This Issue: Just Getting the Word Out? | The Art of the Start | 20 Ways to Win & Keep AUM Maybe it’s a sign of optimism due to current stock market strength. Or perhaps more portfolio managers want to control their own destiny in an increasingly volatile...

Conviction = Credibility

In This Issue: Conviction = Credibility | Spy The Lie | “That’s A Good Question” It’s the most important ingredient in any winning presentation. A secret sauce. Only it’s not so secret because everyone knows what it is; they just don’t always know...

Thinking Outside the Funnel

In This Issue: A Radical Idea | Thinking Outside The Funnel | Getting Safely Down It is arguably the most important part of any new business presentation and a focal point of how consultants get to know investment companies. Why then is the investment process diagram...

Retail Versus Institutional Marketing

In This Issue: Oh, That Is So … Retail! | No More Dumbing Down | A Simple Comparison Effective marketing strategies used in targeting retail investors often are dismissed by institutional marketers as being too obvious or unsophisticated. This issue of Excess Returns...

The Greater Whole

In This Issue: Watch or Watchmaker? | Lessons from TED | Communicating About Culture Many investment managers either fail even to mention the larger capabilities of their organization—or cover their organization in so much detail that they lose focus on the strategy...