Browsing: Investor Relations

Investor Relations

Rhetoric Done Right

Oct 30th, 2018 | Filed under: Newly Added, Investor Relations, The A.I. Industry, Sales & Marketing in the AI Industry

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 business, no matter how talented a financial player one may be. To gain the support and gather assets ofRead More


Substance Over Form

Oct 1st, 2018 | Filed under: Newly Added, Investor Relations, Alternative Investments in Context, Sales & Marketing in the AI Industry

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 objectives. It calls to mind the phrase “form over substance,” where what is said often bearsRead More


The Pitch Book: Dead Or Alive?

Aug 27th, 2018 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 current era of tweets, email blasts, podcasts, and other media deliverables, has the old-fashioned deckRead More


Believe Your Eyes!

Jul 18th, 2018 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry, Other Topics in A.I.

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 June 15 Washington Post article, “Charts Change Hearts And Minds Better Than Words Do,” chartsRead More


Hedge Fund Hegemony And How To Handle It

Jun 18th, 2018 | Filed under: Newly Added, Investor Relations, Hedge Funds, Sales & Marketing in the AI Industry

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 exerted by one group over others. Where better to see hegemony in practice than in the world of hedge funds, when the behemothRead More


Manager Selection Through A ‘Welkian’ Lens

Jun 6th, 2018 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 continues running today on PBS. Combining musical skits and featured guest performers, the show established itselfRead More


THE ART OF IMPROVING INVESTOR RELATIONS

Mar 28th, 2018 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 insightful positioning that allows two sides of a concept to be explored on their merits. Sound a bitRead More


The Tipping Point for Alternative Data

Mar 11th, 2018 | Filed under: Newly Added, Investor Relations, The A.I. Industry, Industry Size & Managers, Sales & Marketing in the AI Industry, Other Topics in A.I.

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 that may be useful for investors but that is outside their traditional/conventional frame of reference.  InRead More


TALK FOR SHOW, BLOG FOR DOUGH

Oct 16th, 2017 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 often garner the most media and investor attention, smaller managers have a real chance to exhibit their investment acumen through theRead More


A PRACTICUM FOR AUM

Sep 18th, 2017 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry, Other Topics in A.I.

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 emerging managers up at night. Forget fretting over last quarter’s performance: most of these managers obsessRead More


THE Q&A THAT’S DOA (A.K.A. DEAD ON ARRIVAL)

Apr 10th, 2017 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 clear answer from an alternatives manager about an issue germane to the investor’s ultimate decision to invest or not toRead More


Commit to Quit: Habits for Successful Fund Managers

Mar 20th, 2017 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 their nests each spring. NBC News ran an article online in January discussingRead More


CHANGE MANAGEMENT FOR FUND MANAGERS

Feb 8th, 2017 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 on their personal and professional lives; taking stock of where theyRead More


Industry Headwinds: And How to Move Forward Regardless

Dec 29th, 2016 | Filed under: Newly Added, Investor Relations, The A.I. Industry, Industry Size & Managers, Asset Managers, Sales & Marketing in the AI Industry, Other Topics in A.I.

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 asset managers. Related to this – institutions are losing relative importance to high-net-worth individuals, and these individuals “value different attributesRead More


BLEAK HOUSE–OR THE OUTLOOK ON HEDGE FUNDS NOW

Oct 19th, 2016 | Filed under: Newly Added, Hedge Fund Industry Trends, Investor Relations, Institutional Investing, Hedge Funds, High-net-worth investors, Endowments & Foundations, Institutional Asset Management, Sales & Marketing in the AI Industry, Family Offices, Allocating to A.I.

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. While the novel is packed with intricate plot twists and turns, the main story line centers onRead More


Research, Unbundling and MiFID II

Sep 20th, 2016 | Filed under: Newly Added, Investor Relations, The A.I. Industry, Regulatory Environment, Sales & Marketing in the AI Industry, Other Topics in A.I.

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, remains unresolved. Traditionally, the managers of investment funds, alternatives among them, could collect rebates from the trading fees charged them byRead More


ATTACK MARKETING USING THE RULE OF 150

Sep 19th, 2016 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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.  While there appears to be a spirited debate over the actual figure (100? 150? 250?), the general assumptionRead More


New AIMA Guide: 7 Themes for Investor Relations Professionals

Jun 23rd, 2016 | Filed under: Newly Added, Investor Relations, The A.I. Industry, Industry Size & Managers, Alternative Investments in Context, Sales & Marketing in the AI Industry

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 in the investment world of late. If there is such paranoia, one probable contributor, and one possible consequenceRead More


Foresight is Better than Hindsight

Jun 15th, 2016 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 the tendency to overestimate one’s achievements and capabilities in relation to others. Lake Wobegon seems to be aliveRead More


10 Phrases To Jettison From Every Marketing Pitch

May 17th, 2016 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 other. One of the newer trends at such events includes the speed-date, in which pre-arranged, one-on-one sit down meetings allow investorsRead More


Jump Start Your Fund Marketing Tactics

Jan 12th, 2016 | Filed under: Newly Added, Investor Relations, Sales & Marketing in the AI Industry

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 on the impact marketing can make. If you rely solely onRead More


No More Double-speak, Please! 6 Questions You Need to Answer

Nov 9th, 2015 | Filed under: Investor Relations

Guest columnist Diane Harrison looks at the six questions that managers must answer.Read More


Managing a Crisis Before it Manages You (video)

Nov 4th, 2015 | Filed under: Investor Relations, Sales & Marketing in the AI Industry

Cyber attack, SEC letter, hounded by the press... What is a hedge fund manager to do, or not? Read More