Resources

To effectively market your brand, services and products, you need to fully understand who your customers are and how they behave. Understanding their fears, behaviours, their motivations and what information they consume. A deep understanding of the wealth management market is the key to making sure your message is being delivered to the right people at the right time.

This resources section is a collection of industry research reports, blogs, articles and best-practice guides that we think will help you gain a better understanding of the challenges, opportunities and ever changing trends of the asset management and financial services markets.

Please feel free to share, tweet, or contact us about these resources.

Industry Insight

| Monday, Feb 05 2018

How will the MiFID ll roll-out impact fund marketers?

Words by Nick Laurance, Finance Content Strategist, Incisive Works MiFID II, the EU-wide set of rules introduced to strengthen the financial markets in response to the 2008 crisis, is finally here. The rules went into effect on January 3rd. As part of the directive, advisers now have to give annual updates about their fees and […]

| Wednesday, Dec 20 2017

How to make your next fund launch stand out from the competition

In 2017, fund marketing teams helped bring 161[1] new funds to market in the UK. What do senior fund selectors make of these new products? Which launches have stood out from the crowd and caught their attention? What helps get a fund on to the ‘watch list’, and then ultimately into the buy list and […]

| Wednesday, Dec 13 2017

The Fund Marketers’ Playbook – Winter 2017/2018

Introducing The Fund Marketer’s Playbook Insight, tactics & strategies to engage with fund selectors About this report Via Investment Week’s audience and the high profile delegates who attend our events, we have access to the most influential fund professionals in the business. We are launching this series of research products to share insight from this […]

| Wednesday, Nov 29 2017

“Don’t call us, we’ll call you”: The intermediaries’ attitude to asset management sales people, and how to get around it

Author: Tom Wright, Director, Content & Performance Marketing Services, Incisive Media Who make up a sales team? Most asset managers maintain a distribution field sales team with a headcount somewhere between three and six people – with smaller groups having one or two staff, and larger groups supported by a further headcount of ‘Business Development […]

| Monday, Sep 18 2017

5 Key Findings From Investment Week’s Inducement Study

Once upon a time, corporate hospitality roamed free over the UK’s financial services landscape. But over the last decade, that’s all changed, with MiFID, The UK Bribery Act and the Retail Distribution Review all placing heavier restrictions on the entertainments that adviser firms are allowed to accept. With MiFID II – the most restrictive regulation […]

| Wednesday, Aug 09 2017

Proving ROI on content marketing in asset management

WORDS BY TOM WRIGHT, DIRECTOR OF CONTENT & PERFORMANCE MARKETING SERVICES, INCISIVE MEDIA Coming as I do from the tech sector, I’ve had to get used to a new set of financial acronyms, some of them confusing: IT has changed from Information Technology to Investment Trust, CIO has ceased to mean Chief Information Officer – […]

| Monday, Jul 03 2017

‘Smarketing’: strategies for sales and marketing alignment

By Nick Laurance, Content Strategist, Incisive Media The marketing and sales misalignment debate is well trodden. It suggests that marketers fail to link advertising dollars spent to actual sales made, so Sales can’t see the value of marketing efforts. And, because the groups are poorly coordinated, Marketing’s new product announcements often came at a time […]

| Thursday, Nov 24 2016

Content Marketing in the Asset Management Industry

According to our research, 89% of asset management firms use content marketing, but less than half have a documented strategy in place for it. Just how good are asset managers at content marketing? What types of content are being produced? And how is successful content marketing measured? In this report we look at all these […]