Published: 27 August, 2024

9 Habits of Highly Successful Fund Marketers

Many funds will agree that the ‘old ways’ of reaching investors feel like aeons ago.

If you dug up a marketing time capsule, you’d find a range of dusty monthly periodicals, ‘80s business cards and a FundForum brochure.

Nowadays, everything has been replaced with a laptop or an iPhone, and so have the channels they showcase. Time has inexplicably changed how potential investors research and engage with a fund before deciding to part with their money.

But it’s taken fund marketers some time to catch them up, let alone stay ahead. While it’s still unknown which future digital paths investors will take, the only surety is that they are likely to muddy the waters even more. After all, the modern buyer journey comprises multiple destinations – touchpoints through social media, websites, portals and subscription forms – where each contact joins at any non-linear stage. Only the most prepared funds will capture their attention to generate and convert leads.

Luckily, putting a finger on the most successful fund marketing techniques is possible. In this guide, we’ve compiled nine fundamental habits that are tried and tested to boost engagement and raise assets, with a bonus ‘habit’ thrown in here for extra measure! We hope that these pointers will serve you well for future campaigns.

So, let’s dig in…


Download the report by filling out the form below

 

Find out how ProFundCom can help you

Sign up for a 3 month trial. We’ll help you get going and answer any questions.

Try now