AIM insights

AIM Insights is your go-to destination for keeping up to date across industry developments and marketing best practice through an investment industry lens. With first-hand experience of the unique restrictions and regulations that investment marketers have to contend with, we provide regular updates to help overcome bottlenecks and increase knowledge over a range of subjects.

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True or false? Five millennial myths busted

The millennial generation is one of the most scrutinised generations in history and given that they are the future consumers it’s vitally important for marketers to understand their behaviour, needs and wants to deliver relevant communications to them.

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Regulatory roadmap 2018

After presenting on GDPR to the network earlier this year, we welcomed back Julia Kirkland, Senior Partner at FSTP for our latest FMN expert speaker series. Julia presented an overview of upcoming regulatory changes that will have an impact on marketeers in the industry.

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Now you see it: drawing attention to charges in the asset management industry

This study looks at how charges are explained to investors and the beneficial use of graphic illustrations to show the impact of charges on investments. It shows that a number of behaviourally-informed graphic treatments can impact investors’ fund choices and, in some cases, their understanding of charges.

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Video: Courtney Waterman Schroders

We caught up with Courtney Waterman, Head of EMEA Marketing at Schroders, to ask her some questions as part of our Views, Insights & Perspectives video series.

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Reinventing Fund Literature – Stoneshot Blog

This post from the team at Stoneshot is timely and useful for marketers and firms considering how they both meet the increasing requirements for prescribed literature and building better customer experiences.

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Views Insights & Perspectives – Nataline Terry

Nataline, Head of EMEA Marketing at T.Rowe Price, joins Tara McCorquodale to walk us through her first nine months within the business.  As “one of the world’s largest asset manager which no one has ever heard of in EMEA”  Nataline and the team are taking the firm on the journey

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