Don’t Fear the Robo Apr19

Posted by & filed under Investing, Technology, White Papers/ Thought Pieces.

While few can argue with the positives of automated, algorithm-based portfolio management platforms, the advent of the cost-efficient, dispassionate robo-advisor has struck fear into the heart of many a financial advisor and fund manager, who see these technology options as a threat to their business practice

... Read more »

Tactically Speaking, This Can Boost Sales Mar20

Posted by & filed under Hedge Fund Marketing, White Papers/ Thought Pieces.

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 bit like a manager working to convince an investor that what they do makes sense for an investment portfolio

... Read more »

What Family Offices Want From Alternatives Managers Feb23

Posted by & filed under Hedge Fund Investing, Hedge Fund Marketing, White Papers/ Thought Pieces.

Competition within the alternatives sector for family office investments is at an all-time high, as these investors get more comfortable with the range of assets available to them and their general understanding of alternatives rises. Fund managers want to win these wealthy investors over, but often find they are unsure of how best to pursue them. The family office client is increasingly demanding a more tailored approach to wooing them over. Managers who can adapt their prospecting tactics stand a better chance of winning a partnership with these prized investors

... Read more »

Cryptocurrencies – Hot Buy or Hot Air? Jan22

Posted by & filed under Blockchain/Cryptocurrencies.

With traditional stock markets offering robust gains in 2017 and looking poised to continue their attractiveness in 2018, investors need strong persuasion to shift their equity allocations elsewhere. Enter the latest media darling: cryptocurrencies. The alternatives news feeds are awash in stories extolling the meteoric rise of cryptocurrency values and the new funds forming to attract investors to this hyper space

... Read more »