LoweDown Blog
Why not promote mutual funds, ETFs on LinkedIn?
One of my favorite all-time stories has to do with a fire alarm set off at 3 a.m. at the Disneyland Hotel in Anaheim. I was in the hotel, covering a National Association of Realtors convention. At the sound of the alarm, people in various states of “awokeness” emerged from behind their doors up and down the floor, trying to assess the level of [...]
The Broadridge whitepaper that explains a lot about the change underway in the fund industry
The best thing you could do right now is bounce from this post (go on, it’s fine) and download and read the full 24 pages of Broadridge’s recent whitepaper U.S. advisor-sold asset management: This time it’s personal. It’s a rich analysis of the fund industry and you’ll get value out of every word. Still here? You’re welcome to read along with me. My notes [...]
As capital inflows slow, PE firms need to get creative & proactive
Alas, we lost two beloved Tinas in the last 12 months. The eight-time Grammy winning Queen of Rock & Roll passed away in Switzerland in late May. She was predeceased by another TINA—the market regime where There Is No Alternative to risk-assets—a year ago this month in Jackson Hole, Wyo. That’s when the world’s leading central bankers made it clear that lots more pain [...]
9 head-turning charts, animations, images from investment firm marketers
It’s been too hot to read—instead, this week let’s look at some pictures! Here’s a shout-out to some of the finest graphics we’ve seen circulating on the socials lately. The set of nine celebrated below is a mix of new and old-but-evolved charts, animations and images produced by asset management and advisory firm marketers over the last few months. Pour a glass of lemonade [...]
Ho-hum and hmm: Threads seems like a pale imitation of Twitter
“All we really need is 250 words,” Jody Lowe said when she suggested a quick, simple blog post acknowledging the launch last week of Threads. Right. Someday I will write a 250-word blog post, you have my word. But on the subject of the so-called “Twitter killer” app—whose user base rocketed from 0 on July 6 to more than 100 million in seven days, [...]