Insight Articles

Over the past two years, the pandemic environment propelled a very dramatic shift towards an advanced deployment of data, digital, and FinTech technology. The table stakes for asset managers to compete and work with investors/shareholders in financial services have been raised substantially. Client perception has shifted to really looking at the technology that firms are able to provide and evaluate them by the ease of use, enhanced engagement, and quality of access and information their tech is designed to provide.

As we have returned to a period of ultra-low interest rates, investors have a genuine need for products that may offer reasonable yields. That need is across the board, regardless of the wealth and education level of the investor.

In case you haven’t heard, the retail alternatives space is growing – faster than the hedge fund market, faster than the mutual fund market, faster than just about any other asset class.

In the results-driven investment world, it’s common for startup mutual fund managers – or those converting their private funds – to be centrally focused on breaking even.

Ultimus recently celebrated its 18th anniversary and I recently celebrated my 33rd anniversary in the mutual fund industry. Those milestones gave me an opportunity to reflect on how much the fund industry has changed in the new millennium, while also highlighting the trends for success.

In the last 15 years, understanding the nuances of fund distribution has become a keystone issue for investment managers launching new mutual funds.After all, without assets, a solid investment strategy isn’t much more than that