Insights

Marketing strategy

Actionable marketing strategy, media planning and brand execution for the asset management industry.

57 articles
Synthetic respondents are the problem, not synthetic research
Marketing strategy

Synthetic respondents are the problem, not synthetic research

Discover a practical guide to synthetic investor research in asset management. Learn why AI respondents fail, but AI survey design and analysis add value.

9 October 2026 · 4 min read
Active ETFs vs managed funds: the art of selling without self-sabotage
Marketing strategy

Active ETFs vs managed funds: the art of selling without self-sabotage

How do you differentiate the traditional managed fund and the newer active ETF without blurring their value or cannibalising demand?

15 December 2025 · 4 min read
Is there a right time to share your market outlook?
Marketing strategy

Is there a right time to share your market outlook?

How timing, format and channel strategy shape adviser engagement

15 December 2025 · 4 min read
From mutual funds to private markets: the next battleground for asset managers
Marketing strategy

From mutual funds to private markets: the next battleground for asset managers

Several traditional asset managers have launched alternative investment products, but how can managers best position their products to win market share?

3 October 2025 · 4 min read
VIDEO: The pace of change in marketing
Marketing strategy

VIDEO: The pace of change in marketing

In this short video, we explore whether asset management marketers are equipped to keep pace with this rapid transformation.

7 July 2025 · 1 min read
Video: how changing interfaces will affect marketing
Marketing strategy

Video: how changing interfaces will affect marketing

Innovation is already reshaping the creative side of asset management marketing, and this trend is only accelerating.

5 June 2025 · 1 min read
What brands should consider before engaging finfluencers
Marketing strategy

What brands should consider before engaging finfluencers

A detailed brief, along with a thorough and transparent contractual framework, will help ensure a successful and compliant influencer engagement.

15 May 2025 · 7 min read
Why regional nuance is crucial in intermediary marketing
Marketing strategy

Why regional nuance is crucial in intermediary marketing

Europe is not a country, and treating it like one is likely to result in wasted budget, weaker engagement and missed opportunities.

12 May 2025 · 13 min read
Why asset managers must think like media brands in 2025
Marketing strategy

Why asset managers must think like media brands in 2025

In the saturated asset management landscape, the ability to capture, sustain and grow client attention determines brand strength and future inflows.

12 May 2025 · 23 min read
'Advertising doesn’t work for my clients!'
Marketing strategy

'Advertising doesn’t work for my clients!'

The prevailing belief is that professional investors make purely rational decisions, but mounting evidence shows even the most sophisticated investors are human

9 May 2025 · 16 min read
The importance of consistent brand advertising in asset management
Marketing strategy

The importance of consistent brand advertising in asset management

Arguments and robust evidence which support the need for consistent brand advertising in the asset management industry, irrespective of the market environment.

9 May 2025 · 12 min read
How asset managers can show leadership in volatile markets
Marketing strategy

How asset managers can show leadership in volatile markets

In periods of market turbulence, brand visibility, consistent communication and investor reassurance become most valuable.

7 May 2025 · 14 min read