Insights

Is seasonal marketing relevant for the investment industry?

We’ve all been faced with the dreaded question of: ‘What is our Christmas marketing strategy?’. While consumer retail businesses use the end of the year as a prime sales opportunity, should client-facing firms such as investment managers also bring a more festive slant to their marketing?

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What goes into a successful search engine ad campaign?

Digital advertising – and particularly search engine marketing – has grown significantly over just the last 10 years. With so many investment management firms investing in this medium, it is worth looking at what goes into a successful pay-per-click (PPC) strategy.

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Strategic Planning

1 year ago

Secrets of the longest-lasting mutual funds

The world’s longest surviving mutual fund is almost 100 years old (MFS Massachusetts Investors, launched in 1924)! If it’s good performance that enables this and other similarly “antique” funds to survive and thrive, what are they doing that is delivering that performance for so long? What can we learn from them?

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Strategic Planning

1 year ago

Alarm bell over ‘valley of death’ for mid-sized asset managers

Outlook for companies with no competitive edge is bleak, warns consultancy firm Bain. But is it a perfect storm or a perfect opportunity?

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Strategic Planning

2 years ago

What will 2019 bring?

Now, I’m not one to wish the summer away and for those who are thinking that it’s too early to begin on the ‘New Year, new me’ mantra, I’m in total agreement. Being organised and staying ahead of the curve however certainly has its advantages, especially as many marketing functions feel the increasing pressure of having to justify their marketing spend.

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Strategic Planning

2 years ago

It’s time for a revolution

In case you missed it, the latest paper in the PWC series looking at change in the asset and wealth management industry is a must read for every asset management marketer.

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