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Asset Management Communications Blog

A Resource for Investment Management Marketing & Communications

Why Do We Focus on Data?

October 10, 2019

I wrote this piece for Jackson Analytics, and I'm reposting it here with their permission

Football coach Bill Parcells famously once said, “You are your record.”

In other words, all the spin, excuses, and rationalization in the world don’t mean much when stacked against your actual performance.

For investment management firms, your performance data is your win-loss record. That’s why we love it.

Data is clean. Data tells a story all on its own. And, importantly, data makes your firm’s broader story much more persuasive and convincing.

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Thoughts on the 50 Best Investment Management Websites

July 02, 2018

As I wrote in my last post, it’s now easier than ever to have a polished, sharp investment management website. Clearly, a strong website is important because in areas of strong competition, such as investment management, looking your best is an important marketing imperative.

But a recent post by Kurtosys, listing their top 50 asset management website designs got me thinking.

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Building a Better Investment Management Website: Messaging & Content

June 14, 2018

One of the great things about what I’ll call the “democratization” of website building technology is that it is now easier than ever to have a really polished, sharp-looking website.

Because in highly competitive areas, such as investment management, looking your best is a paramount marketing imperative.

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The Most Uncomfortable Investment Management Marketing Question

March 21, 2018

"How well do I really know my clients?”

I’ve yet to meet a portfolio manager or sales and marketing executive who says they don’t intimately “know” their clients and client types.

I’m not buying it.

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Three Times We Should Revise Investment Management Websites

October 18, 2017

In our past few posts, we’ve discussed how investment managers can use their websites as a substitute for content in their digital strategy, as well as how templates can accelerate the redesign process in a cost-effective way.

But when, exactly, is it imperative to revise investment management websites?

In our view, there are three circumstances which make a website redesign project vital.

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How Frequently Should Investment Management Websites be Redesigned?

October 10, 2017

In an earlier post, we spoke of how templates are an effective hack in the process for redesigning investmenmanagement websites.

That post touched on an important question, but left it largely unexplored: when is the appropriate time to undertake a redesign project?

The truth is that it depends on the extent to which investment management websites are integrated into a marketing strategy.

For firms with a highly-integrated digital content strategy, the necessity of redesigning the website is less when compared against those without a strong digital strategy.

So, weak digital strategy = more-frequent revisions? This may seem counterintuitive, but it’s not.

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Using Templates to Hack the Investment Management Website Design Process

October 03, 2017

Investment management websites should be revised every 18-24 months. And it’s not just because everyone loves a brand-new website – there are compelling business and competitive reasons for doing so.

The problem is that nobody really wants to invest the time and resources into rebuilding one as often as they should.

That’s why website templates make incredible business sense for most firms.

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Our New eBook is Here- Content Strategy for Investment Managers in 6 Easy Steps

July 11, 2017

Our latest publication has been a long time coming.

I am fully aware of the fact that there seems to be so much involved in developing a fully-formed digital marketing strategy.

Investment management firms, in particular, are often at a loss to know where to begin. And really, the first step is to nail down the strategy for conceiving, planning, and executing the actual content creation process, as everything else in digital Inbound Marketing flows from the quality and usefulness of the content itself.

That's why we have been slowly putting together a comprehensive, yet easy-to-follow guide for investment managers of all stripes to use to get their digital efforts off on the right foot.

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MMM-What Content Should I Be Creating: Content Strategy for Investment Managers

May 23, 2017

Today is Part 6  (and the final part) of our series, Developing a Content Strategy for Investment Managers. Earlier entries in the series include:

Today, we examine some of the types of content that makes sense for investment managers: Read More

MMM-Brainstorming Content Ideas: Content Marketing for Investment Managers

May 10, 2017

Today is Part 5  of our series, Developing a Content Marketing Strategy for Investment Managers. Earlier entries in the series include:

In Part 5 today, we explain how managers can easily brainstorm more than a year's worth of content: Read More

MMMM-Choosing Your CMS: Content Marketing for Investment Managers

May 01, 2017

Today is Part 4  of our developing a content marketing strategy for investment managers. After an  introduction to the topic, as well as a case study,

Today, we explain what a content management system (CMS) is and why choosing the right one is important. Read More

MMMM-Content Audits: Content Marketing for Investment Managers

April 24, 2017

Today is part 3  of our developing a strategy for content marketing for investment managers. After an  introduction to the topic, as well as a case study,

In today's video, we will explain what a content audit is, why it is important, and how to conduct one.  Read More

MMMM-Buyer Personas: Content Marketing for Investment Managers

April 10, 2017

In recent posts, we have provided an introduction to content marketing for investment managers by offering a case study of how it might work in the real world.

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Why Synthesis Technology Thinks Outsourcing your FactSheets to a Service Bureau is Risky

March 30, 2017

I'm away from the office this week, but I wanted to share a really thoughtful post written by Emilie Totten, the Head of Marketing at the sales, marketing, and communications automation firm, Synthesis Technology.

Emilie argues there are inherent trade offs in outsourcing any part of a firm's marketing function. So long as investment managers are aware of the risks and costs, it can be a really effective way to streamline a few specific investment management marketing tasks that can often sap the time and internal resources of investment management firms.

Click through or you can read the whole thing below:

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MMMM-Setting Goals: Content Marketing for Investment Management Firms

March 20, 2017

Last week, we provided an introduction to content marketing for investment managers by offering a case study of how it works in practice.

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MMMM - Content Marketing for Investment Management Firms: A Case Study

March 13, 2017

A question that is often asked by investment management professionals unfamiliar with the ins-and-outs of digital marketing is:

How does content marketing for investment management firms actually work?

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The Asset Management Communications Blog is a resource from Daniel Quinn Communications for investment management firms on effective marketing and communications:

   ~ Inbound Marketing / Content Marketing
   ~ Website and other online content
   ~ Content marketing for asset managers
   ~ Style guides
   ~ Presentation materials
   ~ General advice on effective writing.