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Investment Content Quarterly (ICQ) Q3 2019

The second edition of our new “Investment Content Quarterly” (ICQ) publication has just been released.

The analysis has been developed In response to requests from Investment Marketers, who had requested a way to track global trends in the institutional consumption of investment content and thought-leadership.

This unique, 30-page document provides market intelligence to help investment marketers develop and fine-tune their content marketing strategy. It is intended primarily for partners of Savvy Investor, but is currently available as a free download by visiting investment content quarterly trends

Investment Content Quarterly 2019 Q3

Savvy Investor is uniquely positioned to commentate on content trends within the institutional investor community. The platform provides a live “survey sample” of over 40,000 highly engaged institutional members, who download around 30,000 articles and white papers every month. Last year more than 8,000 white papers, market commentaries and articles were uploaded to the Savvy Investor platform, including content from most of the leading asset management companies and investment consultants. This gives Savvy Investor an unrivalled depth of insight into the marketplace for investment content marketing.

The publication provides details of the 100 most popular papers of the last quarter and trends in topic popularity, analysed by region and by company type. It also provides insight into the factors that drive investor engagement and measures of content quality.

Last quarter we expressed surprise that there were no factor investing papers in the top 50 papers of Q1. In Q2, the status quo returned. Seven of the top 50 papers covered factor investing themes, and the most popular paper of Q2 was the paper, “What, Exactly, is a Factor?” from Axioma.

Looking more widely at the top 100 papers, we see that ten of the top 100 papers published in Q2 are on factor investing (and eight of the top 100 from Q1). Interest in factor investing remains strong!

By comparison, ESG themes account for twelve of the top 100 papers published in Q1 and eight of the top 100 papers published in Q2. ESG remains the hottest of the “hot topics” for investors. The third most popular paper of Q2 was a paper from Jacobi on, “Integrating ESG Considerations in Portfolio Design”.

Emerging Market themes featured in ten of the top 100 papers of Q2, with half of these having a China focus. A paper from UBS Asset Management entitled, “How China is driving the global economy and creating opportunities” was the sixth most popular paper of Q2.

It was also notable that, in a quarter where US treasury bonds performed strongly,there was increased interest in fixed income papers. Eight of the top 100 papers covered bond market themes, up from three in Q1.

Amongst the many questions answered in this report:

  • Which companies feature in the list of 100 most popular papers?
  • Which topics are most popular amongst asset owners and allocators?
  • In which regions are investors most engaged with ESG principles?
  • What are the drivers of engagement with investment thought-leadership?

To download the latest document in its entirety, visit the investment thought-leadership page on the Savvy Investor website.