Industry 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...
View ArticleManager Selection Through A ‘Welkian’ Lens
One of the most successful variety shows on television was the Lawrence Welk Show. Debuting in 1955, the show ran for 28 straight years, compiling 1065 episodes, then was picked up in syndication and...
View ArticleHedge Fund Hegemony And How To Handle It
By Diane Harrison Hegemony, holding a slightly sinister meaning in most contexts, defines an asymmetrical power relationship, in which there is social, cultural, ideological, or economic influence...
View ArticleBelieve Your Eyes!
By Diane Harrison It’s simple human nature to believe more of what you see than what you hear. The human brain is wired to process visual information more easily than contextual words. According to a...
View ArticleThe Pitch Book: Dead Or Alive?
By Diane Harrison It used to be that if you asked most financial professionals what the single most important piece of sales collateral was, the answer would be the pitch book, of course. In the...
View ArticleSubstance Over Form
By Diane Harrison In the final months of 2018, a mid-term election year here in the U.S., rhetoric is forming and tempers are soaring as candidates try to create narratives that suit their political...
View ArticleRhetoric Done Right
In the business of money management, influencing others is a skill that rivals investment expertise. If one can’t earn someone’s trust, and money, then one can’t run a true investment management...
View ArticleWhat Aren’t They Saying—Unspoken Investor Feedback
By Diane Harrison Pitching to investors can be an unnerving process even for sales professionals. No one wants to be in the position of needing someone to buy in, literally, to what they are selling in...
View Article1000 Words Can Be Worth More Than A Picture
By Diane Harrison A picture is worth more than 1000 words… this phrase has been translated in dozens of ways, but all represent the sentiment that a simple image can represent a complex message with...
View ArticleIN THE EYE OF THE BEHOLDER
By Diane Harrison Spring represents a fresh opportunity for investors and fund managers to have meaningful discussions about each other’s needs and solutions. Both parties want to arrive at congruence;...
View ArticleA POWER(FUL) POINT: LESS IS MORE
By Diane Harrison The financial world is awash in presentation decks—loaded with data, charts, tables, graphs, and an endless series of bullet points. Financial folks seem to think that lots of proof...
View ArticleThe Iceberg Impact in Brand Management
By Diane Harrison There typically are two business attitudes about branding. One, those that are hyper focused on building and keeping a high quality brand, and two, those that don’t see the point of...
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