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 […]

March 01, 2017

As MFEA Digital Council Approaches, Interactive Content Shines

As the Senior Analyst of the Asset Management team at Corporate Insight, I’m eagerly awaiting MFEA’s Digital Council conference on March 8 – 9, in Denver, Colorado. Some of this year’s topics that seem particularly interesting are: how to leverage social media marketing opportunities, best practices for workflow automation and the importance of customer centered […]

January 11, 2017

Mutual Fund Monitor Awards: American Funds, Fidelity and Vanguard Offer Top Educational Resources

In Corporate Insight’s annual Mutual Fund Monitor Awards, we recently recognized American Funds, Fidelity and Vanguard for having the top financial education resources in the industry. Leaders in the mutual fund space offer well-written investing tips, portfolio guidance, tools and calculators as well as identify best practices across a wide variety of topics from college […]

Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive Times

As changes occur in the financial advice industry, it is important for asset management firms to position themselves as valuable partners to advisors by providing content-rich, easy-to-use advisor websites. Using our new Advisor Website Audit and surveys of advisors and investors, CI’s latest white paper, Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive […]