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.

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Archives

| 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 […]

| 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 […]

| Wednesday, Nov 15 2017

What information do intermediaries want from asset managers?

A recent survey by Cerulli, in association with Incisive Media, has looked at the interaction between financial advisers and fund management groups. As well as presenting a rounded view of advice firms from an AUM and client volume perspective, the survey offers up an interesting view on brand perception. Invesco, Prudential and M&G have the […]