June 26, 2017

Asset Management Firms Target Audiences to Enhance the User Experience

Asset managers create content for a variety of intended target audiences. Websites often include firms’ perspectives on economic market conditions as well as practice management resources geared specifically for advisors and clients. Companies use different methods to specify the audience type. Corporate Insight’s Mutual Fund Monitor and Advisor Monitor services track how asset management firms […]

June 07, 2017

Advisor Audit Shows Fund Firms Underperform in Digital Offerings

The financial advice industry is going through unprecedented disruption. Tighter regulations, shifting client demographics, new competitors, pricing pressures and technological innovations pose many challenges. Asset management firms can be valuable partners to advisors in this uncertain environment by providing web-based resources that support FAs in their prospecting, client communication, fund research and financial plan development. […]

June 07, 2017

Ad Campaigns in Defense of Active Management

An expanding ETF market, post-2008 skittishness, an uncertain interest rate environment and lower costs are some key factors influencing the popularization of passive investing. Although passive investing is currently experiencing a wave of popularity, American Funds and OppenheimerFunds are going against the tide of opinion and championing the superiority of active strategies in their latest […]

May 25, 2017

Tailor Made: Asset Management Firms Incorporate Homepage Customization to Enhance the User Experience

Asset management firms are employing personalization and customization features on advisor-facing websites, recent trends reveal. Leading advisor firms tailor homepage content and specific characteristics of investors to enhance the user experience. Personalization allows firms to control and target content, whereas customization lets investors interact with the interface and adjust content layout to reflect their interests […]

May 04, 2017

Funds Industry Takes on Trump

Since the surprise election of Donald Trump, mutual fund firms have scrambled to reassure both advisors and investors that the outcome will not have an immediate impact on markets. Immediately following election night, firms like Franklin Templeton and PIMCO analyzed how Trump’s campaign promises could affect investor portfolios and equity markets. Firms anticipated that a […]

May 03, 2017

Industry Trend: Fund Firms Use Podcasts to Showcase Intellectual Capital

Podcasts are a popular marketing tool for many brands, and fund firms are taking note. Edison Research’s 2016 The Infinite Dial study specifies that podcast listening grew 23% between 2015 and 2016. Key contributors to this meteoric rise include the increase in smartphone ownership and the popularization of streaming services such as Pandora and Spotify. […]

April 04, 2017

How Asset Management Industry Leaders Are Marketing ETFs

Exchange traded funds (ETFs) have been gaining popularity since the 2008 financial crisis. This passive investment trend is greatly affecting our clients in the advisor and mutual fund coverage groups. Firms recognize the importance of adapting to client demand and in return have been expanding ETF products and launching new campaigns. Even an industry leader […]

March 16, 2017

MFEA Digital Council 2017: Content Engagement and Tech Relevance

We recently attended MFEA’s Digital Council conference in Denver, hosted by Janus. The event included a host of interactive presentations, expert panels and breakout meetings that provided an open forum for industry leaders to share their challenges and successes in content marketing. When it comes to content generation and marketing, many Digital Council attendees identified […]

March 09, 2017

Using Socially Responsible Investing to Appeal to Millennials

Socially Responsible Investing (SRI) is a steadily growing market, and a huge contributor to this rise stems from millennial demand. SRI is a broad term that has three main approaches: ethical investing; environmental, social and governance (ESG) investing; and impact investing. Sources indicate that millennials place a higher premium on socially conscious products than when […]