Published: 3 June, 2023

The Month in Digital Marketing for Finance – May 2023

The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month and looking forward to the month ahead. The team not only look to bring you the best articles for investment managers and hedge funds but also articles, in general, that marketers find useful.

Sentiment Tracking

Post of the Month

Peregrine – How the CEOs of the world’s largest asset managers cultivate their personal brands.

The report analyses how CEOs at the world’s 150 largest asset management firms use personal branding to communicate their firm’s purpose and vision. Assessing CEO across 5 key metrics, the report looks at personal brand awareness, share of voice, sentiment of Tier 1 media coverage and social media presence. Emphasizing that fruitful leadership requires an authentic expression of character and firm values, the report highlights the benefits and pitfalls of different leadership styles. Download Report


White Marble Consulting – The AI Experiment part 1: Can one tool create a complete social campaign?

We’ve all been hearing a lot about the wonders of artificial intelligence (AI) recently, which got the White Marble team talking about how useful AI tools could be to financial marketers. Like anyone trying to improve the efficiency of their workstream, I can’t deny that AI has now well and truly infiltrated my everyday marketing toolkit; but can one tool do it all? Read more

JPES Partners – Lining up your ducks in comms

Time and time again, we have all seen examples of companies (and, in some cases, governments) seemingly getting their wires crossed, releasing contradictory statements, and generally making a bit of a mess of their external comms. Whether you’re a consumer or a pension scheme trustee, no one likes being told one thing one day, and then another thing the next without good reason. Read more

ProFundCom Report – How To Boost AuM By Aligning Your Fund Distribution & Marketing Teams

When it comes to funds, alignment is good. Everyone who works at a fund – whether they are talking to clients, analysing data, handling payroll, or making the lunchtime sandwiches – should understand and appreciate the role of each department.Because when there is cooperation and alignment across a firm, it leads to a consequent boost in AuM. But this is easier said than done, as each department has its own responsibilities, priorities and aims, which often don’t align easily with that of other teams. And one area where this is particularly true – but where alignment is so desperately needed – is the relationship between the fund distribution and marketing teams. These two teams, both with the same ultimate aim of raising and retaining assets, often operate as separate silos. Although they are both working to achieve the same thing, they have a different stake in the process and can end up falling out and resenting the other. Download Report

Marketing Week – Better content creation and management: Three best practices to boost your team

Navigating the latest trends in digital content can feel complex and challenging, here we take a look at a snapshot of some of the latest trends and best practices to help marketers stay ahead of the curve. As marketers, we continue to navigate a rapidly evolving digital landscape. The pace is quickening, the importance of high-quality digital content has never been greater, and we all have some FOMO when it comes to emerging technologies and tools. From tactical interactive posts to strategic integrated campaigns, how we create, manage, and distribute digital content can significantly impact our success. Read more



The ProFundCom Digital Marketing Benchmark provides real-time access to all of ProFundCom’s digital marketing data from over the last 15 years, giving users the ability to compare how their marketing campaigns are performing versus sector peers. Further detail of how other organisations are carrying out similar processes and the associated results are also available. The anonymised data is over 10 terabytes in size (which interestingly is the amount of data produced by the Hubble Space Telescope per year!) and will be split into different industry sectors as well as AuM. Access ProFundCom Benchmarking here

Market Sentiment

The chart below shows the sentiment across the main financial sectors in April 2023.

Hedge Fund Marketing and Hedge Fund Markeitng Automation


For more details on this month’s market sentiment, click here

ProFundCom Whitepapers

ProFundCom Free Tools

As a fund marketer, testing your email marketing campaigns on different devices and email clients is one of the most important tasks. Couple that with compliance, avoiding the JUNK folder, and avoiding getting added to blacklists. What most fund marketers have found is that generic mailing platforms just don’t have that ability. Whilst ProFundCom has this built into our platform, we have made this available as a free service if you are a financial marketer. If you provide us with the HTML in the form below we will run the following tests on the email

Instant Previews – Instantly see how your email will appear on over 70 different email clients
Instant Blacklist Report – See whether your sending address is blacklisted on popular domain blacklists
Instant SPAM Check – Rate how likely your email will end up in Junk folders
Instant Compliance – Compare your email’s content against compliance heuristics

If you want to find out how ProFundCom can help you use digital marketing to raise assets schedule a demo here

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