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Adjusted for Risk: How Asset Managers can Increase Strategy Visibility Through StorytellingAdjusted for Risk: How Asset Managers can Increase Strategy Visibility Through Storytelling

IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.

Ryan Nauman, Market Strategist

August 19, 2024

During this insightful and engaging conversation, Investment Management Support Solutions founder and CEO Trisha O’Donnell shares some fantastic tips on how asset managers can effectively market their investment strategies to stand out from the crowd.

During this fun conversation, Trisha discusses the importance of contributing to consultant databases, tips for creating a captivating and consistent story, and some things that asset managers often overlook when contributing their strategies to third-party databases.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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