Correction I was the CEO for the hedge fund, responsible for marketing the fund and growing the business.
FORBES: The Biggest Lesson I Learned from Running a Hedge Fund
The firm plans to begin marketing the fund to overseas investors in June.
FORBES: Ex-Goldman Banker Launches First Hedge Fund Tracking Blog Content
Finally, on the brokerage front, it appears that investigations into mutual fund marketing practices, such as directing commissions to brokers that sell fund shares, may have an impact upon institutional commission rates.
Hedge fund marketing has migrated far from its high net worth origins.
For those who might spoil the party at the country club- the hedge fund marketing feeding frenzy- it may get harder than ever to be invited.
FORBES: Hedge Funds Migrate, Dominate South Florida Country Clubs
As I discussed in Hedge Fund Marketers Flout Country Club Rules, it is well-established that a favorite venue for hedge fund marketing is private clubs.
FORBES: Hedge Funds Migrate, Dominate South Florida Country Clubs
The decision to scale back on partners was a conscious one, says distributor Sony Pictures Entertainment: Rather than jam the film with product placements, the company looked for fewer brands that would make a larger commitment to the movie: Rather than just paying for screen time, brands like Sony, Omega watches, Heineken and Ford Motor have agreed to help fund the marketing blizzard for the new movie.
The technical difference is that, where cause marketing aligns with a specific cause or charity to do fund-raising, civic marketing is about service, and the variety of social needs that are served actually helps to broaden the appeal.
Whereas Europe has its UCITS funds, accepted in all EU countries, there is no pan-Asian marketing vehicle for hedge-fund managers.
What is included: portfolio management fees plus outlays for things like recordkeeping and running the phone lines, plus, to the extent they are billed to fund shareholders, marketing costs.
Through aggressive marketing techniques, and aggressive fund raising, the company is able to achieve amazing revenue growth (and corresponding losses), but nonetheless creates a rather sizable organization.
FORBES: The Dangerous Seduction of the Lifetime Value (LTV) Formula
Though the hustler can often do some hacking as well, the term has come to mean the person leading marketing, product management and fund-raising activities in the early stages.
She gave us each Christmas ornaments as a gift of the season, but then peppered us with questions about fund-raising, marketing and promotion.
In order to lure investors, Michael Katz and Christopher Fardella created resumes and marketing materials for their phony investment fund out of whole cloth.
FORBES: Seven Years Of Smoke And Mirrors In $1 Million Hedge Fund Scam
This is hardly the investment outcome the mutual fund companies projected in their marketing materials over the past 30 years.
FORBES: Retirement Dreams for Smaller 401ks -- $15,000 Condos
Investors elsewhere may know even less, because most funds based in Europe and Asia disclose only management fees, not other expenses, such as marketing costs, that are charged to fund shareholders.
To give you an example, here is a snippet from an email exchange that I recently had with an ETF provider concerning the high expense ratio of a new fund and how they were marketing the product.
It is no secret that college football has become a major driver of alumni support, major fund-raising, university marketing and revenue generation at almost all of the major schools and at many of the mid-level and smaller colleges.
FORBES: NCAA Investigation Of UNC Reveals Much About Business Of College Football
The handful of fund houses with well-developed marketing skills Jardine Fleming, Schroders, Fidelity, Templeton are able to do a modest business selling funds direct to retail customers.
Amid all the marketing hype, the precise definition of "mutual fund supermarket" has fuzzed.
Brownfield's goal is to find a philanthropic foundation run by Iraqi expats to fund and eventually take over the online marketing of the art.
The point of this one, narrowly scripted example is not to analyze the liability exposure of the registration statement of the now defunct Dow Jones Islamic Portfolio Fund, but rather to illustrate how marketing an investment product as Shariah-compliant incorporates a whole set of factual predicates, many of which are material to the investment decision.
In the 1990s, the exchange-traded fund (ETF) industry adopted a similar marketing strategy for new funds.
The article later describes an exclusive marketing arrangement the firm recently entered into with a large fund group.
First, they unsuccessfully tried to solicit annual marketing fees and ongoing 12b-1 fees from the index fund giants.
Gil-Bazo and Ruiz-Verdu conclude that even after controlling for a host of fund characteristics, under-performing funds charge higher marketing and non-marketing fees.
Several funds told FORBES they follow a convention in which half the NTF fee (up to 0.2%) is charged to investors, just as accounting or legal fees or some marketing fees are, and the other half comes from the fund sponsor.
Each has bought foreign fund managers in recent years, acquiring investing skills and marketing expertise in the process.
Even so, fund managers such as Pioneer and Flemings are putting their marketing effort into educating these brokers to promote their funds.
The reasoning is that new assets obtained as a result of marketing would lower the overall operating expense as a percentage of a fund and that this savings would be passed on to all shareholders.
应用推荐