LoweDown Blog.
Insights on issues impacting the investment industry.
The Latest
Prepping your asset management website for a whole different kind of user
It’s time to consider a future when our clients and prospects will send their AI agents to get what they need from our sites.
Making a statement at a time of global conflict: Many asset managers say ‘No, thanks’
Firms balance the instinct to weigh in on the market impact against the many complex issues surrounding the tragedy in the Middle East.
The easy day was yesterday—Schwab Impact 2023
Jody Lowe’s take on one of the biggest events of the year for RIAs, held this week in Philadelphia.
Why not promote mutual funds, ETFs on LinkedIn?
“Advertise where the people are”—advice that’s leading many investment firms to the industry’s favorite social platform.
The Broadridge whitepaper that explains a lot about the change underway in the fund industry
Shifting product preferences, heightened differentiation, personalization all have implications for mutual fund, ETF marketers.
Investment podcast directory update [October 2023]
Ten shows added and six dropped in the latest update to the Insider’s List of Investment Podcasts.
The 9 words we’re seeing a lot of, with mixed emotions
Where did de-dollarize, double-click, feedforward, greenhushing, mixternal, phubbing, pitch-slap, rage click and TL;DR come from anyway?
Three ways not to sound salesy in educational content
Content can build trust with clients and prospects if it delivers value without sounding like an overt sales pitch.
Why choose one when you can have both? Our take on WFH
A business that trusts that its employees is more likely to be successful.
On compliance and media interviews: How a well written media policy helps investment firms avoid pitfalls
Mutual fund, ETF managers benefit from guardrails on citing holdings, quoting performance, and repurposing media mentions.
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