Category Archives: Investment Marketing



Fund Fact Sheet Production: How Does Your Firm Compare? [Infographic]

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Mutual Fund Factsheet Infographic Synthesis Technology

Have you ever wondered how your firm stacks up in terms of fund fact sheet release dates and overall production efficiency?

We are in the business of automating fund marketing documents so, naturally, we were curious to learn how the industry performs at large. We already had a pretty good idea, based on our close relationships with fund marketers at a variety of investment management firms. However, we thought it would be interesting to gather some empirical data and publish it for our readers.

Our Product Manager, Noel Rodolfo, conducted a study based on a random sample of 35 fund companies and 175 fact sheets.

His goal was to find out:

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Pitchbook Problems? 3 Ways Technology Can Help

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Automation and technology help with pitchbook and other investment management literature problems

It’s tough out there for investment management sales teams and only getting more challenging. Today, pitchbooks must be customer-centric, created or changed on a dime, on-brand, compliant and have digital output and tracking options. That’s like trying to make a delicious, vegan, gluten-free, nut-free, and sugar-free wedding cake in 10 minutes.

If that hits home, then this article is for you.

(If you didn’t find that amusing, you’ve clearly never tried to make a cake in 10 minutes.)

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Client-Centric vs. Investment-Centric Marketing at Asset Management Firms

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Investment Marketing - Is your approach investment or client-centric?

Times are changing, and the modern consumer’s attention won’t be captured by old-school marketing tactics anymore. This is especially true for asset management firms. Good performance isn’t enough. With thousands of options, investors not only put more emphasis on what they are investing in, but they also want to feel like a priority; that their values, interests and goals are at the top-of-mind to their advisors. Firms that understand their clients do better in the marketplace. As the industry becomes more challenging, firms must move from investment-centric to client-centric messaging.Read More

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For Asset Managers, The Profit Is In The Relationship

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To profit, asset managers should invest in relationships

The economic pressure that has weighed down asset managers recently will continue to mount in 2019. We will especially see this as the tide of market-induced asset growth subsides. The established industry trends are rising passive inflows, fee compression, increased regulation, continuing platform rationalization. These are inescapable, threatening profit margins of the least prepared asset managers. In response, firms are intensifying their efforts to streamline distribution costs, improve their offerings, and invest in relationships. However, many still fall short of differentiating themselves among financial advisors. This could be the ultimate key to sustainable profits in this shifting landscape.

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