Insights

To post or not to post…and I’m not talking about letters

17 July, 2018

It’s hard not to miss the rapid rise in social media over the past few years. For most, it’s the ‘go-to’ place to keep on…

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Do you know how much your brand is worth?

16 July, 2018

At a recent panel on Branding in asset management, I was asked how you can calculate the value of your brand.  Sadly, the answer was…

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Backing a greener future: The investment companies helping to tackle environmental issues

12 July, 2018

Responsible investing – in all its different guises and incarnations – continues to feature heavily throughout trade press. Whilst there remains a significant education gap…

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Video: Views Insights & Perspectives – Dick Turpin

9 July, 2018

We caught up with Dick Turpin, Managing Director at Artemis, to ask him some questions as part of our Views, Insights & Perspectives video series.…

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Secrets of the longest-lasting mutual funds

6 July, 2018

Robust strategies, strong planning and a healthy suspicion of fashion help longevity The world’s longest surviving mutual fund is almost 100 years old (MFS Massachusetts…

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Alarm bell over ‘valley of death’ for mid-sized asset managers

4 July, 2018

Outlook for companies with no competitive edge is bleak, warns consultancy firm Bain. But is it a perfect storm or a perfect opportunity? A severe…

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What will 2019 bring?

27 June, 2018

Now, I’m not one to wish the summer away and for those who are thinking that it’s too early to begin on the ‘New Year,…

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French regulator rules out campaign to restrict UK fund managers

26 June, 2018

With nearly two in five asset managers reportedly looking at Brexit relocations, the latest from the European Banking Association (EBA) might make the remaining three…

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Leaders: are they born or made?

20 June, 2018

Ah, the good old nature v. nurture debate. Is it a cop out to say it can be a bit of both?  I firmly believe…

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I knew it wasn’t dead…

18 June, 2018

It never ceases to bewilder me when, during a campaign tactics discussion, someone immediately puts the kybosh on direct mail. “It’s too expensive”, “we live…

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Digital marketing team structures

15 June, 2018

The typical marketing team model for asset management firms involves having a digital marketing team acting as a centre of excellence, being champions for digital…

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Branding: Do all investment managers tell the same story?

5 June, 2018

How many times have you created content that talks about being ‘client focused’. Lots?  Well so has everyone else. Often thought of as a ‘safe’…

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Integrating your campaigns: you talking to me?

24 May, 2018

Back in the day, before the advent of google and the explosion of digital content, marketers had very few channels to work with.  Direct mail…

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The Marketer’s Glossary of GDPR Terminology

22 May, 2018

With only 3 days left until GDPR becomes official, it’s worth making sure you’re up to speed with knowing your personal data from your pseudonymous…

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FCA board agrees to ditch ‘value for money’ tag

14 May, 2018

Friday saw the FCA release minutes from the most recent Board meeting, showing that amongst the plans to tackle weak competition the FCA has agreed…

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Why thought leadership remains a missed opportunity

14 May, 2018

In an age of digital addiction and short attention spans, it’s tempting to assume that there’s no time for longer, skilfully written and articulated thought…

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Winner-takes-all trend gains traction in US asset management

9 May, 2018

Mutual funds with lowest fees win the most investor inflows Yet another example of the pressure on fund fees. Regulatory pressure, the drive for transparency,…

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It’s time for a revolution

30 April, 2018

In case you missed it, the latest paper in the PWC series looking at change in the asset and wealth management industry is a must…

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True or false? Five millennial myths busted

26 April, 2018

The millennial generation is one of the most scrutinised generations in history and given that they are the future consumers it’s vitally important for marketers…

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Regulatory roadmap 2018

23 April, 2018

Regulatory Horizon- Impact on Marketing  After presenting on GDPR to the network earlier this year, we welcomed back Julia Kirkland, Senior Partner at FSTP for……

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Now you see it: drawing attention to charges in the asset management industry

20 April, 2018

Earlier in the month, the FCA unveiled new rules and guidance focused on improving what information investors get from fund managers, including how they are…

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Views Insights & Perspectives – Courtney Waterman

20 April, 2018

We caught up with Courtney Waterman, Head of EMEA Marketing at Schroders, to ask her some questions as part of our Views, Insights & Perspectives video series.

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5 marketing issues that regularly rear their heads

16 April, 2018

Having worked both in and with asset managers of different shapes and sizes over many years, we have been reflecting on some common marketing issues…

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Reinventing Fund Literature – Stoneshot Blog

16 April, 2018

This post from the team at Stoneshot is timely and useful for marketers and firms considering how they both meet the increasing requirements for prescribed…

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