Blog

Top tips for delivering your portfolio manager commentaries faster

Having worked on tens of thousands of portfolio manager commentaries over the past decade, our firm has developed a number of best practices for producing commentaries better and faster than anyone else. Here are some great tips we recommend you try before your next commentary run (and there’s always a commentary run around the corner). […]

November 28, 2018

Monday morning briefing – November 26. 2018

The names you need to know in fintech. Activist investors in Europe keying in on the U.K. industrials sector. Why states around the world should consider issuing cryptocurrencies supported by their central bank. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: […]

November 26, 2018

Liquid alternatives: regulatory primer

When an asset class such as liquid alternatives hits the market, you can be sure that it comes with plenty of regulatory scrutiny. Regulators are looking to protect investors … and bring them new investment possibilities. Liquid alternatives are an asset class that needs extra attention as the concept, players, opportunities and strategies are new […]

October 31, 2018

Liquid alternatives: challenges and opportunities for the financial services industry

Liquid alternatives – hedge fund strategies delivered to retail investors in a mutual fund or ETF – are coming to Canada. And they’re going to be disruptive. By opening up a whole new asset class to retail investors, mutual fund managers and alternative investment managers are going to face plenty of challenges and opportunities. Liquid […]

October 24, 2018

Liquid alternatives are coming. Are you ready?

The financial services industry is no stranger to disruption. Those on the outside may think the industry is slow to respond and driven by the status quo. But those on the inside know that every week brings a dramatic change, and that we’re always adapting to what’s coming next. Case in point: there are new […]

October 15, 2018

Hedge funds: remember to follow these newsletter tips

In the age of Instagram, Facebook and LinkedIn, sending an enewsletter to your investors might seem like an anachronism. However, don’t write off the enewsletter just yet. Studies show that email can be more effective than social media at reaching actual customers – nearly 40 times that of Facebook and Twitter combined.1 So why are […]

September 5, 2018

Building trust means building your brand

As a hedge fund manager, you already know how your investment process, your track record and all the other ways your approach to managing money is different from other managers. But just knowing all that isn’t enough to build trust with investors and allocators. What builds trust is your brand, especially when you’re an emerging […]

August 20, 2018

Welcome to the era of video

We’ve entered a new era in financial services marketing and communications – the era of video. Across all industries, including financial services, audiences are turning to video for education and research. In fact, the numbers are staggering and don’t show signs that they will slow any time soon. HubSpot recently revealed 72% of people would […]

July 31, 2018

Uh oh! You’ve got an idea problem.

As a marketer, there’s one thing you don’t want: an idea problem. Here’s what you can do if you’re in an idea free fall instead of free flow.

July 11, 2018

What makes a great portfolio manager commentary?

Including these important components of a well-crafted commentary will help you take it up a notch.

June 20, 2018

Hedge fund managers: you can use social media more effectively

Along with a great pitchbook, website and newsletter, financial services social media marketing is the cornerstone of a hedge fund’s digital marketing strategy. Simply put, social media is key to engaging clients and prospects. Ext. tends to focus on three social platforms – LinkedIn, Twitter and Instagram – as these sites often form the core […]

June 17, 2018

5 reasons why investment commentaries aren’t so bad

Working on investment commentaries may not be a high-profile task, but it is a great way to learn about the industry and become a better marketer.

June 13, 2018

Prepping for commentary season – get your facts in order

MRFPs can be a stressful project. To streamline the process, compile key information into one document – the Fund Info List.

June 6, 2018

5 steps for a successful marketing materials audit

An audit of your marketing materials is a challenging task. It also presents great opportunities. Help lead the way with this five-step process.

May 23, 2018

Technology spending heats up in the financials sector

Many insiders believe the long-term success of financial services firms depends on them becoming technology-driven companies. With the rise of robo-advisors, the inroads made by blockchain and the success of regtech, to name just a few developments, it’s hard to deny the rising dominance of technology in financial services. If you doubt the scale of […]

May 22, 2018

Got an execution problem? We can solve it.

When you start succeeding at content, you’ll inevitably face a challenge that every marketer faces. Here’s how you can solve it.

May 16, 2018

From FOMO to tweetstorm, how to handle newer words in your...

Should you include that new word in your content? The answer depends on what you're writing and who you’re writing for. Let's take a closer look.

May 13, 2018

Keeping track of the regulations affecting hedge fund managers and institutional...

Just in case you didn’t already know the investment industry is managing never-before-seen levels of regulations, we wanted to provide you with a list of the regulations affecting investment managers in the hedge fund, private equity and alternative management spaces. You need to be aware of these regulations, as they will directly impact your chances […]

May 9, 2018

Get mindful about your hedge fund marketing

Launching and managing a hedge fund pulls you in many different directions. You’re juggling countless priorities, such as performance goals, research and analysis, meetings and conference calls, just to name a few. It’s hard to take a step back to gain perspective while all of this is going on. Here’s the challenge: if you’re looking […]

May 3, 2018

A great pitchbook is important to every hedge fund manager’s success...

Raising capital to launch a hedge fund isn’t easy. No matter how experienced you and your team are, or how great an investment philosophy or strategy you have, there’s always plenty of competition when selling your idea. Having a great pitchbook can help. Here are four good reasons why: Helps you stand out from the […]

April 25, 2018