The trap of being conservative

Our industry has a habit of instinctively being conservative. This is understandable. If one is flippant or impulsive with a $50m dollar commitment, bad things happen. Because of this, those looking to solicit allocations from institutions naturally want to come across as serious, conservative, and refined. This can be a trap. Yes, institutions want to…

The unmeasurable benefit of good marketing

A lot of asset managers are trapped in between ok and good enough. Because of this, their pitch lacks conviction and energy. Room after room, zoom after zoom, they say the same thing and hear the same thing – thanks, but we will watch for a bit. The surest way to change the trajectory of…

Fund manager websites: six top tips

In the age of the internet, no investment management firm can expect to get very far without its own website. The website is a virtual storefront: a place to build brand identity, communicate with clients and market to them, all rolled into one. But it also exposes the fund manager to significant legal risks. Here…