Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Fund Distribution Enters the Era of Linkedin Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, January 10, 2013

Fund Distribution Enters the Era of Linkedin

Reported by Tommy Fernandez

Quantitative shop Pension Partners launched its first fund, the Atac Inflation Rotation Fund in September, and is looking to generate inflows.

Now before you close your eyes and start snoring, this firm-launches-its-first-mutual-fund-and-seeks-more-money story is different from most others, partly because Pension Partners approaches the issue of distribution from a completely different angle.

They are using non-traditional social media strategies on Linkedin and Google and they are succeeding, generating over $1 million of inflows per day for the fund over the past week. The fund now has over $15 million AUM.

“LinkedIn has been a primary source of communication for us,” spokesperson Carrie Lee told MF. “We reach out to appropriate financial advisors through the site to gauge interest and build our client base. It has been working well for us.”

Ed Dempsey, co-portfolio manager and Pension Partner’s chief investment officer described the strategy in this way to MFWire.
“We are getting the word out through non-traditional means like Google and LinkedIn, and hired additional staff to spread the word to the financial advisor community. We also produce in house videos for our Pension Partners You Tube channel which explain how our strategy fits into the current market environment. Finally, Co-Portfolio manager Michael Gayed frequently appears on CNBC and Bloomberg television, in addition to writing a weekly newsletter and contributing to MarketWatch, Minyanville and Seeking Alpha.”

The fund is also available on Fidelity, Folio and Pershing, and was recently added to Schwab and Scottrade. “We continue to expand platforms,” said Lee.

The fund itself, which has the ticker of ATACX, was launched in mid-September 2012 and uses the same “inflation rotation” strategy that the firm has used to manage its separate accounts since 2002.

Dempsey described the fund in this way.
“Michael and I have been working together since 2002. The concept of “Inflation Rotation” was borne from our realization that the world had changed in 2000 and the long term is filled with too much anxiety and uncertainty. Rather than “Buy and Hold” or “Buy Hope and Pray” – ATACX looks at the world in series of shorter and surer short terms and answers the hardest questions: When is it a good time to be invested in equities? And what area should you be in?”

The fund has recently been ranked in the top 1 percent of all funds in the World Allocation category by Morningstar.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. MMI webinar - DoL Fiduciary Rule Update: What Are the Implications?, June 21
  7. WE Chicago - Pre-Morningstar Conference reception, June 25
  8. Celebrating 100 Years of the Mutual Fund, June 25
  9. New York YPEM Cornhole Classic, June 25
  10. Morningstar Investment Conference Conference 2024, Jun 26-27
  11. 2024 MMI Institutional Roundtable, June 26
  12. WE PNW Seattle - Pickleball and Networking, June 27
  13. Celebrating 100 Years of the Mutual Fund, July 11
  14. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  15. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  16. MFDF Director Discussion Series - Open Forum (New York), July 23
  17. IMEA Portfolio Construction Roundtable, September 19
  18. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  19. 2024 MMI Annual Conference, Oct 15-17
  20. IMEA Philanthropic Day, October 22
  21. IMEA Leadership Summit, October 23
  22. IMEA Star Awards Celebration, October 23
  23. IMEA Marketing Summit, October 24
  24. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  25. MFDF Director Discussion Series - Open Forum (Denver), November 6
  26. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use