Ben Vivari, Author at Purcell Communications

Posted in Client Summits
on 07/22/2021

What Makes for Good Answers to DEI and ESG Questions in RFPs?

Posted in Client Summits
on 07/22/2021

In the world of RFPs and DDQs, DEI (diversity, equity, and inclusion) and ESG (environmental, social, and governance) questions are becoming commonplace. More than commonplace actually – they are becoming demanding. Institutional investors need to be ready to answer questions about your diversity and your commitment to responsible investing. And so they are asking more frequent and more detailed questions about ESG and diversity. But answering those questions…

Posted in Open House
on 06/05/2020

Versus: Responsibility during COVID-19

Posted in Open House
on 06/05/2020

Communication is trust, and communicating during a time of crisis is a great test of trust. One way to ensure you succeed is to be open about who you are as a company — to reveal your motivations and reflect your company’s persona. In this edition of Versus, we…

Posted in Sample Library
on 04/29/2020

Coronavirus Communications

Posted in Sample Library
on 04/29/2020

“Unprecedented.” It’s a word we keep hearing. But I think it’s a fitting word to describe current circumstances, don’t you? I’d bet it’s the first time any of us have had to think about how to talk with investors during a pandemic. The pandemic has certainly challenged all of us to…

Posted in White Papers
on 04/03/2020

Values-Based Investing Terminology – An Overview of Usage

Posted in White Papers
on 04/03/2020

We talked in our recent paper that there are three primary communication problems for values-basedinvesting (the generic term that we use to describe these strategies): Murky Terminology, Evolving Context, and Stubborn Perception. This is the first in a series of three reports we are creating, looking closer at each…

Posted in White Papers
on 03/05/2020

Sustainable Investing Requires Communicators to Adopt a New Approach

Posted in White Papers
on 03/05/2020

Socially responsible investments (SRIs) constituted 26% of the total U.S. assets by the end of 2017 – a 38% rise from the previous year. One report even stated that “there has been a 200% increase in SRI conversations and investors” in 2018. The conversation around socially responsible investing is an important…

Posted in Virtual Happy Hours
on 01/14/2020

Socially Responsible Investing: The Future of Active Management

Posted in Virtual Happy Hours
on 01/14/2020

We’ve been saying for years that the purpose of investment communications is building trust. Our clients believe that. But anybody still on the fence is about to get a strong push from a new wave of investors focused on SRI – sustainable, responsible and impact investing. SRI investing isn’t…

Posted in Sample Library
on 12/02/2019

The Perfect Down-Market Communications Piece

Posted in Sample Library
on 12/02/2019

Downturns are stressful for everyone: investment companies, advisors and investors. What should you say in a down market – and how should you say it? We surveyed different kinds of firms and uncovered the Do’s & Don’ts for communicating when times are tough. We’ve even put together a template…

Posted in Client Summits
on 11/19/2019

Fall 2019 Client Summit

Posted in Client Summits
on 11/19/2019

During our Fall 2019 client summit, we kicked off the conversation with a big question: Is there a good way to deliver bad news? As we expected, attendees had lots to say on the topic. From timing of delivery to deciding whether to take a reactive or proactive approach,…

Posted in Virtual Happy Hours
on 10/25/2019

Talking to Investors When Times are Tough

Posted in Virtual Happy Hours
on 10/25/2019

It’s been a wild year in the markets, hasn’t it? We’ve hit record highs and experienced 800-point drops in one day. The yield curve inverted, and we’ve heard chatter about a looming recession. Sharing good news with investors is easy – but how do you share the news when…

Posted in Sample Library
on 09/12/2019

Sample Library – Versus: Two Approaches to Investor Education

Posted in Sample Library
on 09/12/2019

There are a thousand ways to teach a topic, but when it comes to investor education, is there a right way, or a better way? We pulled two items from our Sample Library on the topic of dollar-cost averaging to see what works – and what doesn’t – in…