At the May 2018 Ultimus Client Summit, Paul Leibowitz of Leibowitz Branding & Design presented on the topic of “Developing Your Story for PR and Marketing Momentum.” To assist asset [...]
In 2018 Ultimus published a variety of educational and insightful blog posts to help investment advisers manage various aspects of their firm. Written by subject matters experts at Ultimus, in [...]
Controlling Key Factors That Appear Insurmountable At the end of 2017, total assets under management in the US were $37.4 trillion USD, which compares to the UK/EU combined $22.2 trillion [...]
Conquering or Overcoming FOCO Let’s be honest: When someone starts talking to an investment adviser about transitioning their back-office servicing relationship from one service provider to another, the first reaction [...]
In a digitally wired world, having a website that is attractive, dynamic and compelling is essential. After all, it is the hub of a firm’s online presence where as much [...]
An Update on Product Trends in the Mutual Fund Industry Investment advisers with longstanding mutual funds, as well as advisers looking to make their first foray into the ’40 Act [...]
“The SEC staff is currently using these [big data] computing environments and is also planning to scale them up to accommodate future applications that will be on a massive scale…We [...]
Even though the terminology ‘impact investing’ is relatively new in the last 10 years, the concept is not. There are many in the investment arena who are not familiar with [...]
For investment advisers focused on managing a portfolio, the idea of developing public relations and marketing materials is not always top of mind, a high priority, or an easy undertaking. [...]
The wide acceptance of operational outsourcing among fund managers combined with the continued pressures to reduce fund expenses have led to an increasing preference for the multi-series trust (“series trust”) [...]