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Investment Firm's Content Series Aims For Closer Client Engagement

Tom Burroughes

28 July 2022

When a wealth management firm, hedge fund or investment bank holds a morning briefing for senior staff to prepare for the day ahead, that sort of detail usually stays in the room. 

But some of the morning briefing material is exactly the kind of information that clients would be interested in, above and beyond the kind of after-the-fact commentaries and briefing notes many businesses put out.

US-based and where we are now,” Visser said, adding that financial advisors, wealth managers and other advisors are interested in this sort of information. 

The firm has launched an education-oriented podcast, In Search of Green Marbles. The podcasts were produced in “Beta test” form for about two months before going prime time, he said.

Weiss hopes that investors can use Morning Seeds as a daily touchpoint and launching pad for discussions with clients.

Outlook
What does the firm think of the economic outlook, including the inflation picture? Visser responded by arguing that leading indicators of economic behavior point to a fall in inflation from its existing high levels.

Weiss Multi-Strategy Advisers, which was launched in 1978, pioneered one of the first market neutral strategies.

“We employ a market-neutral approach. We cover all sectors of the market,” Weiss said.

FWR asked what other podcasts and sources Weiss liked.

“My favorite financial podcast is Capital Allocators. Podcasts like Capital Allocators' are not only helping with information on the markets but also the process and approach on how to use the information. That is what we try to do with In Search of Green Marbles. On balance it is an efficient way to get information and hear a variety of views on various topics,” he said.