Asset Management       

Technology trends are quickly evolving how asset managers and their advisors communicate and service their client relationships. While the industry as a whole continues to transform from a very print-centric communications approach, new technology offerings are moving at a breakneck pace.
I wanted to highlight what I see as two top …

 Asset Management       

For organizations which place an operating and cultural emphasis on managing the business through metrics, whether looking at what projects to sponsor to how the sales force is performing, getting both the business and marketing departments to become believers in website analytics is probably taken for granted. If you are …

 Asset Management       

The defined benefit / pension plan segment is under constant pressures. Whether due to underfunded status, poor manager performance, lack of new new plan participants or a stronger government and corporate focus on defined contrition plans, asset managers have to pay close attention to the existing in-house pension plan assets. …

 Asset Management       

As Blackrock announces that ETF assets have officially topped $1 Trillion dollars, traditional mutual fund only asset managers are going to faced with a challenge to their core retail product model.
Marketed Advantages of ETFs
ETFs are marketed with some obvious advantages over mutual funds, such as:

Ease of intraday trading
Portfolio transparency
Exposure to …

 Asset Management       

With the possibility that the Obama Bank proposal gets adopted and passed into law, “pure-play” asset managers could capitalize in a number of ways.
Until the 2008/2009 meltdown, banks were increasing becoming a one stop shop, playing very strongly in the asset management space. The value proposition of asset management, a …

 Asset Management       

Building a strong, retirement income planning offering and service can be key for independent advisors, distribution platforms and pure-play asset managers. Marketing of such services is a great way to connect with clients and prospects alike.
I think this is an area that is ripe for marketing what your clients and …

 Asset Management       

Social media is like the shiny object in the room when it comes to the buzz inside the sales and marketing departments of most Investment and Asset Management companies.  However, what might be the best use for social media to help investment managers reach their clients and prospects?

 Asset Management       

Encountering preconceived notions is one of the first challenges likely faced by all marketing professionals trying to get an SEO / SEM effort started. While some industries such as retail and travel are heavily into SEO / SEM marketing, the  asset or investment management industry is mostly antiquated and SEO …

 Asset Management       

We’ll be launching this website soon in order to address and overcome the challenges of marketing in the asset management industry. Naturally, we’ll do it with tenacity along the way.