LoweDown Blog
SMAs and model portfolios stake their claim on asset manager websites
A recent sweep of asset manager websites confirms the trend: Mutual funds and ETFs increasingly are sharing website real estate with separately managed accounts (SMAs) and model portfolios. As market preferences shift, it makes sense that asset managers are becoming more public and explicit about what they do. Both SMAs and model portfolios are proving to be an effective means of building business [...]
The news embargo: a real-time case study
On Tuesday Barron’s broke the story about Ron Carson, the founder of the Omaha-based RIA Carson Group, stepping down from his CEO role. Carson posted a video to LinkedIn that he had recorded a week earlier, announcing he had shared his story with Barron’s on embargo. While he went on to discuss his plans to focus on conscious capitalism and perfect the ultimate [...]
The updated PESO model and the PR/marketing conversations it can help drive
For today’s post, both Lowe Group President & Founder Jody Lowe and Pat Allen, head of LG Digital, weigh in on the recently updated PESO model and the relevance of the underlying thinking to investment communicators. Jody's PR perspective: Yes to PESO—just maybe not in that order Most communications pros have seen the Venn diagram with the overlapping circles showing how Paid, Earned, [...]
Finfluencers are on the rise—and industry groups and regulators are paying attention
Finfluencer: A social media influencer who provides personal finance education or advice to followers. For many years, my idea of a finfluencer was one of the many well-followed financial thought leaders who were widely quoted in the media and on social media—people such as Michael Kitces, Wade Pfau and Christine Benz who are well known by professionals at asset management and financial advisory [...]
A marketer’s heartfelt homage to mutual funds on their 100th
My family takes turns labeling one another as “sentimental Irish”—a reference to an old song performed by the Irish song and dance man Tony Kenny. I’ve kicked the lyrics to the sidebar below so I stay on task, without tearing up. I wish you could have heard Tony sing it live in a room filled with Chicago Irish Americans. It’s the 100th anniversary [...]
