The Future of AI in Fund Marketing
Artificial intelligence is reshaping the way asset managers communicate with investors. From personalised email campaigns to predictive analytics and content […]
The FCA Is Reassured By AI Usage So Long As Funds Remain Accountable
There’s no getting around the fact that the investment sector is being rocked by AI, with the FCA’s year-long review […]
A Third Of IRs Do Not Measure Against Set KPIs. Why So?
Proving fund marketing impact to the C-suite is difficult. Even more so without using measurable KPIs as a foundation, strongly […]
Allocators Are Backing Smaller Hedge Funds, If They Are ‘Institutional Enough’
Allocators are not so concerned with AuM size as they once were, and more willing to support younger, hungry hedge […]
LPs Are Using Scoring Engines for Five Day Due Diligence Turnarounds
The time that LPs grant general partners to respond to due diligence questionnaires is getting vastly shorter, down from 14 […]
What Does the SEC’s Digital Default for Disclosures Mean for IR Teams?
A Regulation E-Delivery rule text recently hit the Federal Register, potentially changing investor’s opt-in options and a fund’s digital obligations. […]
If FINRA Scraps Principal Pre-Approval for AI Marketing, Distributors Need to Become “Risk-Based”
Generative AI has massively increased the speed of crafting retail communications. Duly, it has triggered FINRA to address firms’ pre-approval […]
Referral Programs Can Raise Assets, But Most RIAs Are Without One
It has been steadily assumed that RIAs with referral programs can bring in more client assets than those lacking them. […]
Where Do 80% of LPs Find Managers? As It Turns Out, Not Through Your Database Or Outbound Marketing
There’s a pattern building in the way that institutional allocators make decisions. It is not what many fund managers will […]
Referral Programs Deliver 1.6x More New Assets, But Most RIAs Still Don’t Have One
Charles Schwab’s newly released 2026 RIA Benchmarking Study puts a hard number on something the industry has long assumed but […]
BCG: Retail Investors Now Discover Funds on YouTube and Comparison Sites But Asset Managers Are Barely There
BCG’s newly published Global Asset Management Report 2026 delivers an uncomfortable data point for the industry’s marketers: the channels increasingly […]
Brunswick Survey: 93% of Institutional Investors Say They Won’t Invest Without Trusting Management – Even With Strong Numbers
Brunswick Group’s 2026 US Investor Survey, published in February and based on responses from 100 US institutional active-equity investors split […]
SEC’s Third Marketing Rule Risk Alert Puts Testimonials, Influencers, and Ratings Squarely in Exam Scope
On December 16, 2025, the SEC’s Division of Examinations published its third risk alert in under three years on the […]
IR Teams’ AI Use Jumps From 6% to 42% in a Year – But a Measurement Gap Is Widening, Irwin Survey Finds
Investor relations software provider Irwin (a FactSet company) has published its State of Investor Relations 2026 report, based on responses […]
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