IR Teams Rushed Into AI in 2026. Their Tech Stacks Didn’t Keep Up
AI forays are more obvious in IR functions than any other fund team, not that it has helped all of their outreach tools to communicate with each other. TL;DR: ensure LP data is clean and shareable. IR’s hunger for AI has been duly noted: 42% of firms use it as part of their daily workflows. […]
FINRA’s Stalled Rule on Performance Projections May Be Here, Changing What Placement Agents Can Say
Broker-dealers await a decision from the SEC which could open up what they are allowed to show to investors. Some background history… In February FINRA proposed a rule change to the US regulator, attempting to overturn something that registered broker-dealers have been barred from doing since FINRA’s Rule 2210 (governing public-facing communications) was written in […]
Financial Services Email Still Outperforms, Yet Only 35% of Firms Have Locked Down DMARC
Email’s popularity with LPs is matched by its wins for fund marketers, with little competition from other channels. So, why are funds ignoring much-needed authentications? There’s still bright email-based news for fund managers: your email tools, despite heavy regulation, are critical to asset-raising marketing activities. In Validity’s look into email deliverability, financial services (along with […]
Breakeven AuM for Emerging Hedge Funds Jumps 18%, and It’s Because of IR Infrastructure
At the same time that allocators are giving greater credence to smaller fund managers with shorter track records, the price of entry for emergent hedge funds is up. The reason, too, is not from trading costs. Inside AIMA and Marex’s survey into 180 managers and 50 worldwide institutional investors, a stark finding was that IR […]
Mid-Size Financial Services Firms Are Outgrowing Every Other B2B Sector on LinkedIn
Despite LinkedIn’s algorithmic chops and changes, it is evident that mid-sized financial firms’ company pages are still the B2B world’s ‘most followed.’ This comes courtesy of Oktopost’s industry benchmarking series, at least into the company pages that the social platform manages. Recently, financial services businesses with 201-500 employees hit an 18.2% monthly follower growth rate, […]
Half of IR Teams Say ESG No Longer Matters to Investors, But Most Still Can’t Measure What Does
Sustainability has been a popular doubled-down strategy for many firm’s messaging. Research now points to a tide turning away from ESG. The reason why? Supposedly 52% of IR professionals, consultants and boardroom executives globally cite ESG as “not important” for their investor audience. This idea runs concurrently (or perhaps in the face of) the fact […]
SEC Loosens Two Marketing Rule Sticking Points, And Tightens the Screws on Fee Disclosure
Pertaining to compliance can be one battle after another, where this year’s SEC rule changes contain a welcome relief and a tightened red-tape moment. The SEC’s Marketing Rule is a bit of a beast for investment advisors as a guideline essential to maintain transparency standards that assist investors’ decision-making. It’s also not often that the […]
LinkedIn Rebuilt Its Feed Around AI Ranking. Here’s How Fund Pages Can Respond
LinkedIn has long been a great shopfront for corporate brands, however its changed algorithm may prove a stumbling block for funds that rely on it too much. Throughout 2026, LinkedIn’s ranking engine has been (silently) evolving. What was before a multi-source retrieval system has been replaced by an LLM-based “dual encoder.” What this does is […]