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.

Archives

| Monday, Jan 14 2019

Diversity in Asset Management

For many years, the UK asset management industry has suffered an image problem that contravenes its declaration to be more ‘diverse’. Some would go a step further and define financial markets as an industry where an investment portfolio is, at times, more diversified than the team or firm managing it. This research aims to provide […]

| Monday, Jul 09 2018

Incisive Media acquires Open Door Media

Incisive Media has today announced the acquisition of Open Door Media Publishing Limited (ODMP), publisher of Investment Europe and producer of market-leading conferences for fund selectors across Europe. This highly complementary acquisition will benefit asset management businesses looking for distribution both in the UK and across the Continent. ODMP is an award-winning financial services media […]

| Monday, Jun 25 2018

Is bitesize the right size? Long vs short form content in the age of on-demand viewing

I was thinking recently about the accepted wisdom that modern readers have a limited attention span. Readers, we are told, like ‘bite-size’ content, and furthermore, web content consumption analytics prove this as fact. The narrative is that we’re all so constantly busy, so hooked on social media, and so addicted to our smartphones and immediate […]

| Thursday, Mar 08 2018

What gender inequality? Women make far better investors than men

Women are good at most things, but when it comes to investing, we assume that men must be better at investing than women (due to prolonged gender stereotypes). Right? No. Wrong. Research from FTSE-100 listed stockbroker Hargreaves Lansdown, has shown when it comes to investing their female clients seem to do better than men over […]

| 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 […]

| Monday, Feb 05 2018

Incisive Media continues to invest in digital services for the benefit of audiences and advertisers.

Incisive Media is continually improving its digital advertising strategy to make sure it stays at the forefront of tech developments and delivers an effective commercial solution for clients. The following are just some of the latest initiatives we’ve put in place to re-enforce our commitment to advertisers and their agencies as well as provide a […]

| Tuesday, Jan 23 2018

The new rules of fund marketing in 2018

The challenge and opportunity of marketing funds in a post-MiFID II landscape As fund marketers’ prepare for a busy year launching and promoting funds to intermediaries and keeping pace with investor demand, this January a new factor comes into play. The MiFID II rules require that asset managers articulate their target market for a particular […]

| 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 […]