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Fund Marketing Intelligence

LinkedIn Follower Growth Is Stalling (But Carousels and Documents Are Quietly Outperforming)

Shifts in LinkedIn strategy are another ‘death and taxes’ certainty, where heeding engagement research can point funds toward effective changes. […]

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Fund Marketing Intelligence

FCA’s New Rulebook Will Reshape How UK Alternative Fund Managers Talk to Investors

A fragmented alternative investment fund manager regime may be coming to an end in the UK. It is a rule […]

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Fund Marketing Intelligence

SEC’s Fraud Case Against Adit Ventures Is a Warning on Pre-IPO Marketing Claims

A New York-based private advisor is facing a multiple-count fraud case, identifying the perils of disciplined pre-IPO marketing. On August […]

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Fund Marketing Intelligence

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 […]

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Fund Marketing Intelligence

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 […]

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Fund Marketing Intelligence

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 […]

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Fund Marketing Intelligence

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 […]

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Fund Marketing Intelligence

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 […]

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Fund Marketing Intelligence

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 […]

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Fund Marketing Intelligence

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 […]

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Fund Marketing Intelligence

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 […]

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Events

REPLAY::The Battle for the Inbox: Email Delivery in Fund Marketing

REPLAY::The Battle for the Inbox: Email Delivery in Fund Marketing Every IR and fund marketing team needs to worry about […]

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Fund Marketing Intelligence

Why Distrust May Inhibit Skyrocketing AI Adoption At IR Teams

AI usage among the whole IR function has jumped five-fold in three years. A radical shift, but one prone to […]

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Fund Marketing Intelligence

Move Beyond the Corporate Page! LinkedIn’s Algorithm Prefers People Over Firms

Funds’ social strategies have leaned on posting only to corporate LinkedIn pages. Recent audience engagement trends prove why that’s dating […]

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Fund Marketing Intelligence

Over Half of IRs Run Using AI, Which Could Be a Blessing And A Curse

Generative or agentic AI is not a headline for fund marketing’s proverbial tabloids anymore when it now dominates IR workflows. […]

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Fund Marketing Intelligence

Bulk-Sending Fund Emails? You May Face Gmail and Yahoo’s Compliance Crackdown

It is common practice for an investment manager to hit send once on an email to reach thousands of subscribers. […]

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