Nov 18, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking, White Papers
With fundraising by private equity funds hovering near all-time highs for the past several years, many institutional investors have been asking whether there is a bubble in private equity as an asset class. University of Chicago Booth School of Business Professor...
Jul 27, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking, White Papers
Financial services professionals are used to dealing with data. Numbers and analytics are at the center of everything you do. Whether you’re a portfolio manager discussing the latest consumer confidence or housing starts numbers in a quarterly investor letter, or a...
Apr 19, 2017 | Financial Advisor Marketing, White Papers
It’s impossible to write a compelling financial white paper without data to quantify and validate your investment thesis. But unless you’re smart about how you incorporate that data, the numbers can actually detract from the overall impact of your white...
Apr 3, 2017 | Distribution, Financial Advisor Marketing, White Papers
If you watch Jimmy Kimmel Live or any other late-night talk show for a week, you are sure to see a steady stream of actors showing clips from their latest movie and bands performing songs from their album that just dropped. Clearly these actors and bands understand...
Jan 24, 2017 | Distribution, Financial Advisor Marketing, White Papers
“If a tree falls in a forest and no one is around to hear it, does it make a sound?” While we wait for philosophers to answer that question, I think it’s time to introduce a new mental conundrum: “If a white paper gets posted only to the Resources page of a company’s...
Dec 20, 2016 | Financial Advisor Marketing, White Papers
Every great white paper in the financial services industry starts with one great central idea or thesis. Unfortunately, the corollary to this also is true: if you don’t have a strong unifying thesis at the outset, your white paper is probably doomed. The purpose of a...
