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Monday morning briefing – September 16, 2019

Monday morning briefing – September 16, 2019

Is there a major flaw with internal rate of return? The increasing use of alternative data. The top traits exhibited by leading advisors. And much more in this week’s briefing. Economic/industry news The U.S. inflation rate fell to 1.7% in August: Cheaper gas puts a cap on consumer prices in August, but inflation appears to be […]

September 16, 2019

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What Grissom and Caine can teach us about investment writing

What Grissom and Caine can teach us about investment writing

Constant innovation has enabled the investment management industry to offer new and novel solutions designed to better serve the investing public. As more sophisticated solutions are introduced in the alternatives space, as well as in other product categories, the challenge of writing to these increasingly complex investment products becomes more pronounced. While we should always […]

September 12, 2019

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Monday morning briefing – September 9, 2019

Monday morning briefing – September 9, 2019

Helping smaller clients with their financial planning needs. Private equity firms are taking an interest in physician practices. Four phases of a successful digital transformation. It’s time to listen to the lesser known managers. And much more in this week’s briefing. Economic/industry news The BoC held its central interest rate steady at 1.75%: Bank of Canada […]

September 9, 2019

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Tuesday afternoon briefing – September 3, 2019

Tuesday afternoon briefing – September 3, 2019

A look at where fintech is headed. Volatility boosting the performance of macro funds. How AI can help fight against money laundering. The high-net-worth have curbed spending. And much more in this week’s briefing. Economic/industry news Strong growth for the Canadian economy in the second quarter: Canadian economy expands 3.7% even as domestic demand shrinks U.S. economic growth […]

September 3, 2019

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Monday morning briefing – August 26, 2019

Monday morning briefing – August 26, 2019

What’s impacting value investing? Why is 5G important to businesses? Why are CRM2 disclosures still confusing investors? Which cities have the most ultra-high-net-worth individuals? These and many more questions are answered in this week’s briefing. Economic/industry news Canadian inflation rate at 2.0% in July: Inflation holds steady at 2%, tempering case for rate cut U.S. manufacturing […]

August 26, 2019

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Monday morning briefing – August 19, 2019

Monday morning briefing – August 19, 2019

First vegan ETF set for launch. U.S. household debt hits its highest level ever. Teens prefer fintech to manage their money. Plus much more news in this week’s briefing. Economic/industry news  The U.S. inflation rate rose to 1.8% in July: Higher gasoline prices, rent boost cost of living in July, CPI shows, but inflation still mild […]

August 19, 2019

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Upcoming macroeconomic events – August/September

Upcoming macroeconomic events – August/September

Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. Canada will announce its inflation […]

August 18, 2019

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Going deeper with your content

Going deeper with your content

Out of content ideas? Find your top posts and go deeper. Here’s how and why.

August 14, 2019

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Monday morning briefing – August 12, 2019

Monday morning briefing – August 12, 2019

The top fintech trends for 2020 that you need to know. Taking a long-term view of the hedge fund industry. Geopolitics will hurt some emerging markets countries. And much more in this week’s briefing. Economic/industry news Canada’s unemployment rate rose to 5.7% in July: Canada loses over 24,000 jobs in July, but wage growth reaches highest […]

August 12, 2019

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Top ESG trends in 2019, and beyond

Top ESG trends in 2019, and beyond

The popularity of investment products managed through an environmental, social and governance (ESG) lens continues to grow. And the ESG space is evolving to fit the needs of increasingly diverse investors – both retail and institutional. The biggest change we’ve seen in the past few years is the growing recognition that the ESG investment approach […]

August 7, 2019

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Tuesday morning briefing – August 6, 2019

Tuesday morning briefing – August 6, 2019

Activist investors from the U.S. having an impact in Europe. IT attracting one-fifth of all U.S. private equity investment. Some thoughts on keeping data clean. And much more in this week’s briefing. Economic/industry news The Fed reduced its central interest rate: Fed cuts key rate, pledges to sustain expansion Economic growth in Europe slowed in the […]

August 6, 2019

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Top 10 marketing musts for hedge funds

Top 10 marketing musts for hedge funds

You’re busy. But that doesn’t mean you can skip marketing – it’s just too important if you’re serious about raising assets. Emerging and established managers tend to ask us the same questions. What are the right marketing steps I have to take? How can my brand truly represent who I am and what I do? […]

August 1, 2019

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Monday morning briefing – July 29, 2019

Monday morning briefing – July 29, 2019

Why financial institutions should focus on educating clients about digital banking. Preparing institutional portfolios for a market downturn. How mutual fund companies can adapt to the challenges they face. And much more in this week’s briefing. Economic/industry news U.S. GDP growth was 2.1% in the second quarter: GDP slows to 2.1% in second-quarter but beats […]

July 29, 2019

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Upcoming macroeconomic events – July/August 2019

Upcoming macroeconomic events – July/August 2019

Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. The European Central Bank (“ECB”) […]

July 25, 2019

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Monday morning briefing – July 22, 2019

Monday morning briefing – July 22, 2019

Agri-food VC fund gets big investment. Rethinking PE multiples. Hedge fund assets reach their highest level ever. Baby boomers falling short of their retirement savings goals. The high-net-worth are more concerned about education and health than fancy things. And much more in this week’s briefing. Economic/industry news Canada’s inflation rate fell to 2.0% in June: […]

July 22, 2019

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Monday morning briefing – July 15, 2019

Monday morning briefing – July 15, 2019

Hedge funds are changing their fee structures. A new climate change index from FTSE Russell. Turning the branch into an advice center. And much more in this week’s briefing. Economic/industry news The BoC held its rate steady at 1.75%: Poloz flags growing trade risks but keeps rates firmly on hold The U.S. inflation rate fell […]

July 15, 2019

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Monday morning briefing – July 8, 2019

Monday morning briefing – July 8, 2019

Bitcoin’s volatile June may impede the possibility of an ETF. Funds-of-hedge funds are making a comeback. Ontario to get 50 more cannabis retail stores. 5G technology will enhance digital banking capabilities. And much more in this week’s briefing. Economic/industry news  The Canadian unemployment rate rose to 5.5% in June: Canada’s jobs market pauses in June […]

July 8, 2019

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Tuesday morning briefing – July 2, 2019

Tuesday morning briefing – July 2, 2019

Spotting a financial bubble. The rising stars of the hedge fund industry. The benefits of advisors adopting technology. The affluent market is expected to grow. And much more in this week’s post. Economic/industry news U.S. GDP growth confirmed at 3.1% in the first quarter: US economy grew at a solid 3.1% rate in the first […]

July 2, 2019

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Monday morning briefing – June 24, 2019

Monday morning briefing – June 24, 2019

Can the Fed Chairman be replaced? How geopolitical risks impact emerging markets. Facebook is planning a new cryptocurrency. Advisors are preparing for a possible recession. Plus much more news in this week’s briefing. Economic/industry news The Fed holds steady, raises expectations of rate cut: Fed holds rates steady, but opens the door for a rate cut […]

June 24, 2019

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Wednesday morning briefing – June 19, 2019

Wednesday morning briefing – June 19, 2019

A look at the hedge fund industry in May. How investors can survive the trade wars. Use of fintech services on the rise. High-net-worth investors are looking to forests. And much more in this week’s briefing. Economic/industry news The U.S. inflation rate fell to 1.8% in May: US consumer prices barely rise; underlying inflation muted […]

June 19, 2019

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