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 [...]
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 [...]
This week the SEC announced its first charges under the new Marketing Rule that went into effect in May 2021. Tital Global Capital Management USA was fined $850,000 for “using hypothetical performance metrics in advertisements that were misleading” and for “multiple compliance failures that led to misleading disclosures about custody of clients’ crypto assets, the use of improper ‘hedge [...]
We can’t underestimate the work—and new thinking—required for the investment industry to meaningfully extend to Generation Z investors. That was my takeaway from a discussion this week with two Lowe Group college interns. Rosemary Cetera is a graduate student at Marquette University pursuing a Master of Arts in Corporate Communications, and Jamiah Boyd is a junior at the University of [...]
In the back-and-forth of working with clients to craft press releases, there are a couple of areas of … how to put this delicately … tension … that sometimes come up. Here, then, are some of the more common questions we get from clients when it comes to news releases and our responses when they ask “Why did you [...]
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. [...]
“Do I really need to wear a tie on CNBC?” Yes! Well, it depends. “Can I wear my favorite neon-colored shirt?” No! Really not a good idea. “Do I need to wear pants?” Not answering that. Over the years we’ve provided numerous tips to portfolio managers and strategists fortunate enough to be interviewed on TV. Truthfully, since the pandemic, [...]
For as long as you all keep producing high quality, insightful podcasts for the investment industry (asset managers, financial advisors and fintech), we are going to keep adding to the Insider’s List of Investment Podcasts launched in April. (See our criteria here.) Our list grows to 93 today with the addition of 10 more podcasts, and there’s something for [...]
“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 [...]
As we wrap up the second quarter and begin the third, our reporting team is putting together reports for clients. Clients need to measure return on investment. Getting the KPIs right takes some thought. The PR industry has long sought to effectively measure ROI. One widely used resource on measurement is the Barcelona Principles. Introduced in 2010 by [...]
