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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Insanity is doing the same thing over and over and expecting different results.

Without a doubt, we’ve all fallen victim to “insanity” at different points in our lives. For example, I’m insane to think I can win a 5K race by training for distance with no regard to speed, strategy, or agility. Or, that I can overcome a weight-loss plateau by sticking to my same daily fitness routine. If I want different results, I’ll have to change my approach.

The same rules apply in the workplace. As modern marketing and business professionals, it’s illogical to think we can keep up with the pace of marketing in a world where “content is king” and data is everywhere – unless we improve our processes. Being agile is what makes or breaks a company in these new and exciting times.Read More

When developed and used properly, buyer personas can help marketers and salespeople win more business. By talking to clients, leads, and prospects, your team can implement highly effective communications that drive new and retained assets. When a company develops effective communications, it leaves buyers thinking, “This firm really gets me.” On the road to creating the most effective materials, there are many obstacles salespeople face when trying to be customer-centric.

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Factsheets are a staple of the investment marketing collateral mix.  Studies show that they are still the most widely used sales tool in the field.  Every quarter, there is a rush to get them into the hands of the sales force faster than competitors.  Many factors slow down factsheet production timelines, but the most critical factor is… data.

The efficiency, accuracy, and consistency of marketing and communication output is directly tied to a firm’s data management strategy. Firms can significantly reduce their time-to-market and risks associated with factsheet production by automating their data management process.Read More