Published: 19 March, 2024

Inbox Retargeting Methodology For Fund Managers

Inbox retargeting for fund managers is a digital marketing strategy that leverages email marketing to target potential investors who have previously interacted with the fund manager’s content or website. It’s important for fund managers because it allows them to stay top-of-mind with interested investors and convert them into leads or clients.

Here’s a breakdown of why inbox retargeting is important for fund managers:

  • Increased brand awareness: Fund managers can ensure their firm stays visible even after the initial interaction by strategically placing retargeting ads within an investor’s inbox.
  • Improved conversion rates: Retargeting campaigns can be tailored to address specific investor interests, resulting in more qualified leads and ultimately increased conversions.
  • Cost-effective marketing: Compared to traditional marketing methods, retargeting offers a more targeted and cost-effective way to reach potential investors.
  • Personalization: Retargeting emails can be personalized based on past interactions, making them more relevant and engaging for investors.

Overall, inbox retargeting provides fund managers with a valuable tool for nurturing leads, building relationships with potential investors, and ultimately growing their business.

Here’s a breakdown of a good inbox retargeting strategy for fund managers:


  • Segment your audience: Create different retargeting campaigns for distinct investor groups based on their interests, investment goals, and previous interactions. For example, target high net-worth individuals with materials on private equity funds and target retirees with content about income-oriented funds.
  • Consider website behaviour: Tailor your retargeting messages based on how investors interacted with your website. Did they visit a specific fund page? Did they download a white paper on a particular investment strategy? Use these actions to personalize your outreach.
  • Retarget abandoned carts: If investors initiated the subscription process for a research report or newsletter but didn’t complete it, retarget them with a reminder email highlighting the benefits of subscribing.


  • Offer valuable content: Don’t just promote your funds in retargeting emails. Provide investors with valuable and informative content that addresses their interests and concerns. This could include industry reports, market analysis, or educational webinars.
  • Focus on benefits: Use clear and concise language to highlight the benefits of investing with your firm. Focus on your performance history, investment philosophy, and unique selling proposition.
  • Strong calls to action: Include clear calls to action in your retargeting emails. Tell investors what you want them to do next, whether it’s scheduling a consultation, downloading a report, or subscribing to your newsletter.

Timing and Frequency:

  • Don’t overdo it: While staying top-of-mind is important, bombarding investors with emails will likely backfire. Space out your retargeting emails and avoid sending them too frequently.
  • Stage your messaging: Consider the stage of the investor journey in your retargeting strategy. For those early in the research phase, provide educational content. For those nearing a decision, target them with case studies or testimonials.

Tracking and Optimization:

  • Track your results: Continuously monitor the performance of your retargeting campaigns. See which emails resonate most with investors and adjust your strategy accordingly.
  • Optimize your campaigns: A/B test different subject lines, email content, and CTAs to see which yield the best results. Based on your findings, refine your targeting and messaging.

By implementing a well-crafted inbox retargeting strategy, fund managers can effectively nurture leads, build stronger relationships with potential investors, and ultimately convert them into investors.

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