The Month in Digital Marketing for Finance – November 2021
The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month as well as looking forwards 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
How Portfolio Managers Often Set Their Salespeople Up To Fail
Most portfolio managers do not outperform. The same holds true for money management firm salespeople in their asset raising efforts. Asset raising has been more challenging for money management firms ever since the 2008 Great Recession crash. In today’s pandemic times the challenges faced in converting prospects into investor clients have only increased. Read more
Features
Cognito – The future of communications post COP26 – three trends to watch
With less than a fortnight to go, the build-up to COP26 is in full swing. So too is the marketing and networking, as companies look to capitalise on this critical moment for sustainability globally.
I’ve seen consultants talking setting up meetings about their climate-risk expertise at COP26; aluminum producers building low-carbon aluminum pavilions for pre-show networking events; brokers offering analysis on COP26 resilient stocks; asset managers promoting views on energy transition ahead of the COP discussions; and immersive digital experiences including discussions about the relationship between the sustainable transition and motor racing. Read more
Marketing Week – Ritson’s 10 marketing hacks to help small businesses go big
There’s an assumption within business that organisation size correlates strongly with marketing competence, an unfair conclusion according to Mark Ritson. The Marketing Week columnist and Mini MBA founder believes that while blue chip corporates like Unilever, Procter & Gamble and Coca-Cola are great at marketing, the assumption that marketers in smaller business are somehow deficient is incorrect. Read more
Opalesque – Why the next 15 months will be the greatest asset raising environment in history of hedge funds
The next 15 months will be the greatest asset-raising environment in the history of the hedge fund industry, according to Donald A. Steinbrugge, founder and CEO of Agecroft Partners, a U.S.-based consulting and marketing firm. Asset flows will be driven by these three factors: the size of the hedge fund industry, manager turnover rate within investors’ portfolios, and net flow to the hedge fund industry. So now is the time to travel and meet investors. Read more
Resources
Benchmarking
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 October 2021.
For more details on this month’s market sentiment click here
RpoFundCom Whitepapers
- How Can Funds Use A CRM To Raise And Retain Assets?
- The ProFundCom Guide To Effective Thought Leadership Content
- How To Use Automation To Improve The Investor Experience
- Four Digital Marketing Trends That Will Help You To Raise Assets
- How AI Can Shape The Future Of Your Fund Marketing And Help You Boost AuM
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