Insights

Market Insight

2 months ago

Part 2: Discretionary Fund Managers: 4 tips on how asset managers could improve their relationship with DFMs

In part 2 of our DFM research, we provide four recommendations as to how marketers could operate differently to improve this important relationship.

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Market Insight

2 months ago

Part 1: Discretionary Fund Managers: How well do you know this key distribution channel?

Discretionary Fund Managers (DFMs) are increasingly acting as gatekeepers to the flow of retail assets in the investment market. We recently worked with research company, DISCUS, to find out how DFMs select funds, what they think of the asset managers who provide these underlying funds and what could be done to improve this relationship.

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Market Insight

3 months ago

Revenue is a lousy measure of success for most ad campaigns

We spend a lot of time as a business trying to help clients develop marketing into a more powerful, data-driven function – ROI is a regular topic of conversation. Marketing teams across our industry are trying to find better ways of measuring their activities

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Market Insight

3 months ago

Video: Simon Hynes’ top 3 tips for someone who is new to the industry

Simon’s top tips include; having the right qualifications, looking beyond the obvious roles and work for a company you believe in..

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Video: How can Sales and Marketing work together more effectively?

We caught up with Scott Stevens, Head of Business Development at Quilter Cheviot, to discuss why there are often tensions between sales and marketing and how they can, and should, work better together.

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Video: Tom Hughes Allianz Global Investors

We caught up with Tom Hughes, Head of Northern European Marketing at Allianz Global Investors, to ask him some questions as part of our Views, Insights & Perspectives video series. Tom reflected with Georgina Field on the activity and the team b

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Market Insight

5 months ago

Investment Association to include ETFs. What does this mean for marketers?

The growth of ETFs shows no sign of abating and this latest move to include ETFs in the Investment Association (IA) sectors will undoubtedly continue to put pressure on active managers to demonstrate value for money.

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Video: Marcus Bolitho Merian Global Investors

We caught up with Marcus Bolitho, Head of Marketing at Merian Global Investors, to ask him some questions as part of our Views, Insights & Perspectives video series.

Marcus reflected with Georgina Field on the Merian r

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Market Insight

5 months ago

No Small Change – why financial services needs a new kind of marketing

Here is a short (ish) podcast by my very old friend Lucian Camp who has recently published a book about FS Marketing - No Small Change. This is an extract of some of the best bits and well worth a listen. As a vetera

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