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Asset Management Communications Blog

A Resource for Investment Management Marketing & Communications

MMMM - Introduction to Content Marketing for Investment Managers

March 06, 2017

I hate jargon. 

But unfortunately, I often find myself using it when I'm writing or speaking about digital marketing for investment managers. 

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5 Ways to Integrate Investment Management Websites into your Marketing Strategy

March 02, 2017


Investment management websites are the undiscovered country of the asset management marketing world.

 The reason, it seems, is because many investment managers are still equating digital marketing in 2017 with “internet marketing,” circa 1995.

There’s nothing sketchy or unethical about it; quite the opposite, in fact.

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MMMM - Firewalling Premium Content

February 27, 2017

You spend 30 hours or $5,000 on writng a white paper, eBook, or other piece of thought leadership.

It has significant value, but you're just giving it away on your website? That makes no sense.

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MMMM - Investment Management Marketing as Crisis Management

February 20, 2017

This week's Monday Morning Marketing Minute is about how investment managers can better position themselves to hang on to their own clients, and poach those of their competitors, when the market turns sour.

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Applying Investment Analysis to Your Website’s Marketing Performance

February 16, 2017

For the amount of time, money, and attention investment managers pay to their websites, they generate very little in the way of measurable ROI.

But why?

The main reason is that the model for investment management websites is broken.  Or more accurately, it’s never really worked in any meaningful way.

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MMMM - Using Heatmaps for Investment Management Marketing

February 13, 2017

In this week's Monday Morning Marketing Minute, we preview a blog post coming later this week on using investment management research principles to measure website performance, and using that intelligence to optimize the site for marketing purposes..

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Here's the First Monday Morning Marketing Minute... on Friday!

February 10, 2017

In this video series, we will be offering bite-sized nuggets of wisdom, thought leadership, tips, and strategies for getting your digital marketing and messaging strategy pointed in the right direction.

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3 Reasons Why Your Investment Management Pitchbook Must Die

February 06, 2017

About a year and a half ago, I did a post on rethinking your pitchbook.

Ever since then, I’ve though a lot about them. Pitchbooks (or brochures for those working the retail angle) are an industry staple: everyone has one, and everyone sees it as one of the (if not THE) cornerstones of their investment management marketing and sales effort...

...And if that's what everyone thinks, then it's time for your pitchbook to die.

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2017 Content Resolution #2–Show Trust in Your Marketing team

December 14, 2016


I have undergraduate and Master's degrees in History, and there was a time when I was really into memorizing as many quotes from respected historical figures as I could.

It became a problem.

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2017 Content Resolution #1–No Investment Management Market Commentaries

December 07, 2016

I may have mentioned in an earlier post that one of the more common objections I get when broaching the subject of content marketing for investment managers is:

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Different, but the Same: The Investment Management Marketing Conundrum

November 15, 2016

As is often the case, it's what people do, rather than what they say, that's most telling. 

Let’s get this out of the way early.

 If an investment manager

  1. does good work
  2. has responsive client service, and
  3. keeps a decent track record

then there is no reason why they should struggle to grow their assets under management.

If they do, then the problem is the marketing. Full. Stop.

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Why AUM is a Terrible Investment Management Marketing Goal

September 20, 2016

For most investment management firms, the top line goal is to grow their assets under management.

Here’s the problem with using AUM growth as the primary measurement of the ROI of a marketing strategy:

It is a one-dimensional, pass/fail metric that doesn’t reflect the values most firms hold dear.

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6 Content Strategy Considerations: Investment Management Marketing

September 02, 2016

Content. It’s the lifeblood of investment management marketing - only most in the industry don’t fully appreciate it yet.

The reason why content is so important is because it is the best way for managers, particularly emerging managers who are looking to break through, to establish clear differentiation. 

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Use Storytelling to Sell Your Process: Investment Management Marketing

August 04, 2016

When investment managers go before a prospect, be it an investment committee, private client, or anything in between, the instinct is to focus primarily on their investment process.

It’s not surprising. After all, it’s the subject managers feel most comfortable discussing, and is where most believe their core differentiation lies.

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Best Practices for Marketing White Papers for Investment Managers

July 13, 2016

In the old days, marketing white papers for investment managers were a months-long process of deep research, analysis, and composition. The end result was typically a product which would appeal strongly to fellow portfolio managers, investment analysts, and finance professors.

In other words, the perceived marketing value was in demonstrating how learned and professional a particular firm was.

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Investment Management Client Reporting: Spice Up Q2 Communications

July 06, 2016

This was quite a quarter.

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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.