The importance of brand guidelines for fund managers

Marketing a fund is hardly nursery slope stuff. It’s a black-diamond run. As your firm grows, two things are guaranteed: The amount of content you need to produce will swell (website, pitchbooks, presentations, PPMs, email communications, drawdown notices, quarterly and annual reports…) The production of this content will become increasingly abstracted from the senior management…

The new year; (More) new guidance

New industry guidance increases pressure on managers to provide investors with more information about their funds, especially fees and expenses. But how much will really change? New Professional Standards Handbook InvestEurope, the trade association formerly known as the EVCA, late last year published the latest edition of its Professional Standards Handbook. The Handbook covers the…