LoweDown Blog.
Insights on issues impacting the investment industry.
The Latest
Morningstar conference regains its mojo
Last year’s kinks worked out, MICUS 2025 delivered good energy, presenters and Exhibit hall.
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.
As capital inflows slow, PE firms need to get creative & proactive
In a fundraising environment that lifted all boats, private equity firms could afford to treat communications as an afterthought. Not anymore.
Marketing and communications professionals should know the new SEC Marketing Rule
The announcement of the first charges serve as a reminder: this rule is fundamentally different from what was expected.
Gen Z and traditional investment providers: where, how will their paths even cross?
Like most of their peers, our Gen Z interns are investing without the help of the usual suspects (asset managers and advisors). Everybody OK with that?
Why’d you do that to our news release?
Surprised about the edits PR professionals make to news announcements? Here’s why we do some of what we do.
9 head-turning charts, animations, images from investment firm marketers
These graphics make fixed income fabulous, give a 007 vibes to webcasts, and breathe new life into marcom tropes.
What to wear on TV? Make choices you won’t regret
Bright colors, patterns or noisy jewelry can detract from your message. Here are some tips for dressing for TV interviews.
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