Blogs

There is no denying that technology has drastically changed the financial industry. However, most of the technological advancements in the hedge fund space have been focused on the fund strategy and not the end investor.

Marketing can be expensive and sometimes it is difficult to see the direct benefits, especially if there are upfront costs involved.

The sales conversation and process has changed significantly in the past decade.

We often tell our clients mutual funds are “sold and not bought.” We see evidence of this happening every day and our firm believes activity is a key driver for sales and distribution.

Imagine yourself as a new investment manager. Being new to the investing world, you begin with limited capital and decide to start a hedge fund since they are less expensive to launch than a registered ‘40 Act mutual fund.