Trumping the Competition: Lessons to Learn From ‘The Donald’
Like, love or hate "The Donald," he knows how to elicit a reaction. Guest columnist Diane Harrison discusses "trumping" your competition.
View ArticleThe Ups & Downs of Alternative Investing.
It's that time of year when investment advisers are talking about asset allocation. Guest columnist Diane Harrison explains why you should never give up on your alternative investments.
View ArticleAccounting for the Unreported Dead: A Matter of Opinion
The Supreme Court announced this March that opinions that turn out to be wrong aren't enough to make out a claim for securities fraud. The twist in the Westland case was that it turned on the proper...
View ArticleManaging a Crisis Before it Manages You (video)
Cyber attack, SEC letter, hounded by the press... What is a hedge fund manager to do, or not? Read More
View ArticleNo More Double-speak, Please! 6 Questions You Need to Answer
Guest columnist Diane Harrison looks at the six questions that managers must answer.Read More
View ArticleJump Start Your Fund Marketing Tactics
By Diane Harrison 2016 will not offer an easy path to follow on the way to asset gathering. Effective marketing can lead to new prospects, which in turn can lead to new assets, so it is vital to focus...
View Article10 Phrases To Jettison From Every Marketing Pitch
By Diane Harrison Spring is typically filled with tailored events for investors and managers to engage, learn about industry happenings and market views, and find investment opportunities with each...
View ArticleForesight is Better than Hindsight
By Diane Harrison The Lake Wobegon Effect—where, according to its creator, Garrison Keillor, ‘all the women are strong, all the men are good looking, and all the children are above average’—relates to...
View ArticleNew AIMA Guide: 7 Themes for Investor Relations Professionals
In October 2015, a scholar at the University of Toronto wrote a paper on what he called the “paranoid style of investment lawyers and arbitrators,” bemoaning an increasingly shrill and belligerent tone...
View ArticleATTACK MARKETING USING THE RULE OF 150
By Diane Harrison The Rule of 150, first posited in the 1990s by British anthropologist Robin Dunbar, refers to the maximum number of people with whom any person can build meaningful relationships....
View ArticleResearch, Unbundling and MiFID II
The “soft dollars” question, that is, the issue of the arrangements by which the managers of other peoples’ and other institutions’ money might most appropriately pay for investment-related research,...
View ArticleBLEAK HOUSE–OR THE OUTLOOK ON HEDGE FUNDS NOW
By Diane Harrison Charles Dickens’ Bleak House spins a tale of mystery, intrigue, family dynamics, and irony in the Victorian age that had readers gripped by its indictment of the English court system....
View ArticleIndustry Headwinds: And How to Move Forward Regardless
In a new white paper, CaseyQuirk has identified four catalysts said to be driving secular change in the active asset management world: New buyer demands emphasizing different value propositions for...
View ArticleCHANGE MANAGEMENT FOR FUND MANAGERS
By Diane Harrison Looking to the past as a way to gauge the likely direction of the future is a popular exercise in the first quarter of every year. It’s a natural desire for people to want to improve...
View ArticleCommit to Quit: Habits for Successful Fund Managers
By Diane Harrison What habit is as old as time itself? It has to be making all kinds of ‘do-better’ resolutions at the beginning of the year, only to see them falter before the birds start building...
View ArticleTHE Q&A THAT’S DOA (A.K.A. DEAD ON ARRIVAL)
By Diane Harrison Few offenses are more aggravating to investors In the investor/manager communication process than being misled. Who hasn’t been subject to the frustration of trying to ascertain a...
View ArticleA PRACTICUM FOR AUM
By Diane Harrison There’s no denying that one of the biggest challenges small managers face is raising capital. To become large enough to turn a profit and expand is a common migraine that keeps...
View ArticleTALK FOR SHOW, BLOG FOR DOUGH
By Diane Harrison Despite being overused in finance, the golfing analogy ‘Drive for show, putt for dough’ bears relevance in alternative investments. While the bigger, flashier managers in alternatives...
View ArticleThe Tipping Point for Alternative Data
The Deloitte Center for Financial Services has put out a white paper on “Alternative data for investment decisions.” The term “alternative data” as Deloitte uses it refers to any set or sets of data...
View ArticleTHE ART OF IMPROVING INVESTOR RELATIONS
By Diane Harrison Merriam-Webster defines a debate as ‘a regulated discussion of a proposition between two matched sides.’ A good debate is not an argument. Rather, it is a thoughtful process of...
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