mutual funds

From Administration to Strategic Technology Partner

[Over the past two years, the pandemic environment propelled a very dramatic shift towards an advanced deployment of data, digital, and FinTech technology.

Socially Responsive Investing – New Innovative Resources & Ongoing Needs

[Innovative technologies and a new variety of resources are empowering ESG goals by enhancing ESG data, processes, frameworks, and governance.

A 2021 International Investing Review from a Business Mindset

[Investors interact daily with ideas, services, products, and companies, yet often fail to effectively link their success to investment opportunities.

A 2022 Outlook on Next-Generation Asset Management Distribution

[For years asset managers have discussed the need to transition to a “next-generation” distribution model to offset industry-wide margin declines.

New Business Opportunities for Boutique Asset Managers

"There are clear trends that asset managers need to embrace if they want to grow." - Dan Sondhelm

Pioneering a New Fund Option for Venture Capital Investing

[Startup companies are an essential part of the US economy stimulating economic development by providing job creation, business innovation, and wealth creation potential through appreciation of equity value and operating profits.

A Fixed Income Boutique Designed for a Different Perspective

[Offering a different and competitive fixed income option in the asset management industry is the result of many calculated and purposeful decisions.

Boutique Asset Managers Weathering the Storm

"Most boutique asset managers have weathered the COVID-19 storm with flying colors." - Dan Sondhelm, Sondhelm Partners

Redefining Prudent Investing

"Question we feel advisors must ask themselves is whether or not it is prudent to continue doing what they are doing or make deliberate, yet methodical, changes to their asset management infrastructure." - Jon Robinson,

Topics Framing the Asset Management Industry in 2019 and beyond

[In a year of much change, competitive threats and uncertainty in the asset management industry, I found these notes from a wide range of industry discussions and perspectives to be a sobering and informative overview on imp