JPMorgan

Best Blogs of the Week

Posted by Anu Heda on Dec 10, 2012, in Best Blogs of the Week , tagged with , ,

This week includes three posts, only one on the fiscal cliff.

  • AllianceBernstein – This  is the fiscal cliff post of the week. I think the added layer of business and consumer confidence is helpful in framing the discussions happening across the US between advisor and investor.
  • JPMorgan – Remember the Greek debt crisis? Seems like many news cycles ago but the debt issue continues to loom. This  post provides an update and one important action likely to take place.
  • Oppenheimer – I love the contrarian angle here. Saying European equities look attractive is very contrarian. (There’s even a contrarian comment already.)

Best Blogs of the Week

Posted by Anu Heda on Aug 27, 2012, in Best Blogs of the Week , tagged with , ,

This week’s best blogs refresh a few topics, not covered often. The list includes a rare 529 sighting. Though an important investment vehicle, 529 plans rarely show up on industry blogs.

  1. JPMorgan – Making a first time appearance, this post shares easy-to-digest information about US returns versus non-US. The chart is a helpful reminder about how correlated global equity markets have been in 2012.
  2. Putnam – This post discussed the intersection of family trusts and 529 college savings. It’s probably an esoteric topic, but valuable to some advisors.
  3. Wells Fargo – This post challenges conventional investment wisdom succinctly.

Get Clients into Your Hedge Fund

Posted by Anu Heda on May 30, 2011, in Thoughts , tagged with , ,

Raising money is difficult.  When you’re a small, new, or niche hedge fund it can be extraordinarily difficult.

As we continue to meet with hedge fund managers looking to grow, there are four ways to better market yourself and your fund (assuming you’re seeing as many prospects as humanly possible).

  1. Buy Pedigree – Baupost.  Bridgewater.  JPMorgan.  Can you bring on a junior investment person from a top-tier firm?  If you can, many more doors will open and experienced investors will be interested to see if they can catch lightning in a bottle.
  2. Discount – Can you provide your strategy at a markedly lower cost than the competition?  With hedge funds, you don’t have to have a singular price and your clients won’t know the price other clients are paying. Instead of 2/20, can you offer 1.5/5?
  3. Unequaled Service – Most fund managers dislike the client engagement component.  Can you provide a weekly newsletter and a regular monthly conference call?  Many investors may not take advantage, but they will value those service features.
  4. Professional Presentation – Can you design the prospect experience to feel professional?  From “dot com” e-mail addresses, a functioning Web site, not-free business cards,  to pitch books and 1 pagers – invest the money and time to look credible.

On the latter topic, we’ve written extensively on how-to improve your materials: here and here.

J. P. Morgan Funds and Stealth Price Marketing

Posted by Mike McLaughlin on Oct 25, 2010, in Thoughts , tagged with , ,

We said three posts but couldn’t resist a quick fourth on price competition.  Click to read Part 1, Part 2, and Part 3.

To close off the series of posts on price competition, an interesting tidbit.  Check out the sponsored links in the Google results for “low cost mutual funds”.*

At the top you’ll see Vanguard, T. Rowe Price, and Fidelity.  No surprises there.   Now look on the right side.  The name that jumps out to me:  J.P. Morgan Funds.  The firm has many competitively-priced offerings, but never before have I seen them overtly market themselves as a low-cost provider.  The sponsored link caught me off-guard.

Looking further, the firm makes no mention of pricing or fees anywhere in the content about the firm on its Web site.  This makes me suspect that J. P. Morgan is doing some “test and learn” when it comes to sponsored links.

However, there’s the possibility that this represents a little stealth, price-centric marketing by J.P. Morgan.  If so, it’s another interesting way to inject price into marketing strategies.

* I repeated the same search 20 times on 10/25/10 and J. P. Morgan Funds appeared in the sponsored links 19 times.  The sponsored results will change over time.