Investment Marketing - Articles & White Papers

Alongside continued fee pressure and unfavourable macroeconomic factors, client teams are gearing up for an eventful 2024. With Fixed Income and Alternatives leading the way in expected inflows, asset managers will be competing for assets in an industry that is consolidating at a rapid pace. The prevalent themes for 2024…

In this factsheet we describe the proportion of top news websites in ten countries that block AI (artificial intelligence) crawlers. Companies such as OpenAI (who make ChatGPT) and Google (who make Gemini, formerly called Bard) use crawlers to scrape data from websites to train large language models (LLMs). They can also be…

Explore 5 essential questions to ask yourself about your current client reporting and communications processes and technology.

Published in December 2023, Heidrick & Struggles' annual survey of investment professionals in North America explores recent compensation data and trends across private equity.

The UK pension marketing landscape has experienced a significant shift, with superannuation funds embracing advanced digital strategies to effectively engage their audience. We delve into the sophisticated tactics being employed by industry leaders to reach audiences at different stages of the marketing funnel.

While 60% of organisations reported implementing or actively exploring generative AI in marketing as of October 2023, nearly 80% allocated budget to integrate it into their marketing initiatives in 2024 or expressed plans to do so. Is your marketing organisation primed to take advantage of this technology?

Have you ever had to edit bad content? You know the kind. It doesn’t contain enough dots for you to connect. You can’t save it by asking the author a question or two. What’s an editor to do?

For enterprise content marketers, 2024 is all about efficiency and results. That’s what 333 enterprise marketers (in companies with 1,000-plus employees) told us during CMI’s latest annual content marketing survey.

BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fundraising environment, regulatory changes, and technological advancements.

You’re busy enough doing the work. You don’t have the time to search for content that can help your content and marketing. So, we asked the CMI community in our newsletter and on social media for their favorites.

How is your thought leadership program going? Is it more thought than leadership? Or are the thoughts more like what everybody else is saying?

Around half of adult TikTok users in the U.S. have never posted a video themselves. And a minority of users produce the vast majority of content.

I’m frequently asked about whether to gate content in B2B content marketing. The people focused on content marketing usually prefer ungated. The people focused on lead generation usually want to gate everything. The result? Most B2B businesses gate their content. It’s the equivalent of the text: “Can you do me a favor?” It…

Google is keen to spruik its AI-led tool as a more efficient way for users to find information. Yet, a recent poll found that 60% of SEOs are worried about the impact Google’s Search Generative Experience (SGE) will have on their jobs and performance. Learn why it’s something financial marketers need to be across, including…

In a precarious climate, the temptation for asset managers is to counter economic contraction and fee pressures by cost cutting; and marketing budgets are often first on the chopping block. But a knee-jerk reaction can result in lost ground. The better approach is to use this unpredictable period to make strategic marketing…

Today, businesses work with some of the most sophisticated digital technology and interfaces in any industry. But that doesn’t make technology easier to market. It still involves a complex and difficult journey made more challenging by how quickly things change. We looked at the answers of 272 technology marketers who…

Generative AI is finding its way into almost every corner of corporate operations – and investor relations is no exception. In this update, we share details about generative AI’s power to transform investor relations and the compliance risks for heavy reliance on AI.

Barely two months into 2024, the conversations sound eerily similar. You’re possibly working with a smaller team, given many companies are holding off on filling positions vacant from job changes and voluntary departures. Even under those circumstances, you can take action to get more from your content program without…

Marketers often struggle to understand the return on investment from digital ads run on platforms like Google and Facebook. The best way to get at the causal impact of digital ads is though randomized controlled trials (RCTs), but they are costly to run at scale. New research finds a way around this problem by combining…

What if you created content so great your audience doesn’t even realize it’s an experience? That scenario can happen when you opt for one or more of these ideas to take your content goals beyond simple consumption and clunky experiences.