The investment industry puts a high value on intellectual ability. We think everyone is rational actor making decisions based on data and clear analysis. We often forget how we present is a vital part of what makes us credible. We set the tone for an online call, an...
Advertising doesn’t work the way you think. You don’t see a glossily-produced, Nigella-worthy Lurpak advert and decide: “I will now only buy that Danish butter brand.” Traditional advertising theory says we are rational beings with near perfect memories. But the...
Everyone in the investment industry can relate. Butterflies in the stomach and palms sweating as you wait to step into the meeting room or for the video call to start. All your hard work riding on how the next half an hour pans out. As much as we would like to turn...
Last week saw a spike in the number of posts on how to use LinkedIn well. One woman was responsible for this increased social media awareness – Stacy Havener was in town! For those of you who aren’t aware of Stacy – have you been living under a rock? – she helps...
Once you have mastered the art of designing events and your clients treat you as a trusted partner, the next step is hosting a podcast to cement your organisation’s credibility. The purpose of a podcast is to demonstrate true thought leadership. Just as a good event...
Remember those crazy days during the pandemic when conventional wisdom said events were dead and everything would be online? Scroll forward five years and the pensions calendar bulges with conferences, round-tables and panel discussions. Relationships are at the heart...
According to the headlines, sustainable investing is out of favour. The SEC issued guidance on investor activism which caused BlackRock and Vanguard to pull out of company meetings. Azoria Partners expects to launch a fund threatening to punish 'woke' companies. And...
We like to think investment is about understanding data and facts. But relationships are at the heart of the industry. Yet asset managers often have contradictory attitudes to this reality. Allocating capital to create future growth is a complex business. It requires...