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Sales & Marketing


Dissecting Asset Manager Social Media Trends

Most managers have not yet realized the full potential of social media, or set corporate policy, to augment their institutional sales and marketing efforts.

How to Make a Fund Relevant for Social Investing

To tap into the demand for socially responsible investing, asset managers would do well to understand the different approaches that exist even within the market niche known as environmental, social and governance.

Martha B. Willis, Top Women in Asset Management Awards Winner

Martha B. Willis and her team have introduced over 17 new products across OppenheimerFunds and integrated the offerings of SteelPath, an energy-focused investment company and recent acquisition.

Top Women In Asset Management Awards

This list identifies 15 women influencing the broader fund provider industry and making a substantial impact on their organizations. All stand out for their unique leadership positions and for their propensity to help others rise in the field.

Vanguard CEO McNabb's Plan to Drive Down Costs

There's more ways for the mutual fund industry to cut costs, says Bill McNabb, chief executive officer and chairman of Vanguard.



Educational Initiatives: Driving Engagement and Asset Growth

As the mutual fund universe becomes more crowded and the strategies offered to investors become more complex, fund managers are under pressure to further differentiate themselves and their brands from the competition. One way to stand out is to make investor and financial intermediary education a key element of any communications plan to drive brand awareness and asset growth. …

Executive Briefing

Morgan Stanley and Co. has agreed to pay $100,000 to the New Jersey Bureau of Securities. This came after Bureau investigators found the company was in violation of state securities laws and regulations in its sale of non-traditional exchange-traded funds to investors.

Funds Find New Ways to Woo Shareholders

Finding ways to reach shareholders with an appropriate message and choosing the medium to do so consumes the resources of many a fund company. Firms need to communicate bad news to shareholders in a gentle manner, trumpet the good news and economize the delivery of mandated disclosure information.

JOBS Act Decision - Transforming or Trivial?

Views are mixed on the impact of the recent Securities and Exchange Commission decision to lift the general solicitation ban on private securities offerings.

Embrace Multimedia To Attract Millennial Clients

The members of Generation Y, also known as "millennials," have vastly different backgrounds and expectations than the generations before them. Today's 20-somethings can't remember a time without smartphones or the ability to access the information most important to them whenever they need it. It would be easy for some mutual fund managers to assume that millennials lack the same mindset or appetite for risk when it comes to investing and saving than previous generations, and view attracting them to mutual funds as a Herculean task. However, both of these assumptions are false. If managers embrace the technology and engagement with companies they trust that millennials have grown up with, they can successfully grow their assets by appealing to this relatively untapped investor base.