LoweDown Blog
Our 2024 predictions for PR Pros
We’re kicking off the year with two back-to-back posts on our predictions for investment industry communications trends in 2024. Below Jody Lowe comments on what she sees ahead for public relations professionals. The New Year is a great time to build outreach plans for the coming year. This year, there are plenty of predictable stories we’re tracking, hoping to connect our smart client sources [...]
Making a statement at a time of global conflict: Many asset managers say ‘No, thanks’
To date, few asset managers have commented on the war in Gaza. Russell Investments was the rare firm that jumped out with a rapid response blog post on October 9. They made a supportive statement about the tragedy in the Middle East, not discussing the conflict in detail but focusing solely on potential market risks. As shown in the screenshot below, it was shared [...]
The easy day was yesterday—Schwab Impact 2023
Schwab Impact correspondent Jody Lowe Schwab Impact, the annual conference for registered investment advisors, just completed its 3-day run in Philadelphia. Schwab estimated more than 5,000 attended, including 2,500 advisors. I’ve attended Schwab Impact on and off for many years. The event seemed bigger than I’ve ever seen it. The necessary walk through the massive exhibit hall to get to the keynote sessions [...]
On compliance and media interviews: How a well written media policy helps investment firms avoid pitfalls
If you’ve read beyond the headline of this post, thanks for sticking with it. We’ll try not to cause undue stress with a compliance topic. But it’s an essential topic: Having a solid compliance-approved media policy is critical to any investment-related public relations program. For some firms the policy may be as simple as “no one talks to the media.” As a 35-plus year [...]
How to include a Q&A within your news release
Sometimes, you have news to share that’s only mildly newsworthy, but your subject-matter experts have something interesting to say. Within the formal structure of a news release, you can make the news more engaging by including a Q&A. A good example in the asset management world is the occasion of a fund reaching an anniversary milestone, such as the three-year mark, having achieved good [...]