by Liz Hecht | May 2015 | Presenting Performance and the Portfolio
In This Issue: The Right Kind of Proof | Reality Check | Investment Performance Handbook Investment management is a competitive field where small things can make a big difference. This issue of Excess Returns examines a potential competitive advantage that is...
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 | October 2011 | Presenting Performance and the Portfolio
In This Issue: Insulation Against Poor Performance | The C-Word | Being Wrong How can investment companies insulate their businesses from experiencing the same ups and downs as their portfolios? The answer to this question is particularly important now when the...
by Liz Hecht | August 2011 | Presenting Performance and the Portfolio
In This Issue: Hope for Sisyphus |A Tale of Reach and Grasp | Eyefuls of Bark During times of market turmoil, investment managers have an obligation to communicate swiftly and decisively with their clients. Yet decisive communications can be tough when the market...
by Liz Hecht | February 2011 | Presenting Performance and the Portfolio
In This Issue: When Last Should Come First | The Performance Guy | Hasta La Vista! Performance is key to understanding any investment product. So why is performance often treated as an afterthought in investment marketing materials—buried at the tail end of a pitch...
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