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Marketing agility pro tips for asset managers

Earlier this year, we held a client roundtable of 28 asset managers who shared insights into how they have adapted over the last year. An underlying theme that surfaced from that discussion was agility. Being able to quickly pivot to adjust and apply resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, were essential to reach their audiences. Marketing professionals are constantly striving to get the most impact with the resources they have available. We went to trusted asset manager marketing partners: Leibowitz Branding & Design, Sondhelm Partners, SunStar Strategic, and Synthesis to understand how they’ve been helping asset managers successfully adapt. This interview-style blog post shares fundamental questions and the marketing partner’s answers. Read on to learn how you can be more agile in your marketing efforts while focusing on and sharing your expertise.
#givingback: SalesPagers #STEPOUT for Housing Resources

#givingback: SalesPagers #STEPOUT for Housing Resources

03/26/2021 by
In our #givingback series, SalesPage sponsored a fundraising event with Housing Resources, Inc. (HRI) and our team called the "SalesPage Steppers" set a company fundraising goal of $1000. We asked local and remote staff to #STEPOUT this week in one of two ways - on their own walk/jog/biking trip, or by joining a socially-distanced team walk. The rainy spring weather ended just in time to enjoy a walk around the river in downtown Kalamazoo!
Data considerations ensure a smoother transition with your next merger & acquisition

Data considerations ensure a smoother transition with your next merger & acquisition

You wake up in the morning, scroll through the list of emails that filled your inbox, and scan the headlines. Another announcement of a merger & acquisition that’s being explored or executed. This doesn’t come as a surprise. PwC’s Mutual Fund Outlook notes an expectation that up to 20% of today’s mutual fund firms will be bought or eliminated by 2025. Financial Times article, M&A in 2021: asset management primed for consolidation, explains how we’ll see more of these in 2021 alone. As fewer players get bigger, so does their data and the colossal task of bringing it together to activate it for distribution. In this article, we share data considerations that will help you (as the acquirer) have a smoother transition with your next merger & acquisition.

#givingback with Ryan and the Academy of Art & Design

02/25/2021 by
ETF data – Right-sizing a strategy for gaining intelligence

ETF data – Right-sizing a strategy for gaining intelligence

Exchange Traded Funds (ETFs) are gaining popularity as passive, low-cost, high-performance investment vehicles. While being traded on the secondary market delivers accessibility to investors, you lose transparency on who owns your products. Data providers supply some clues, but challenges arise when you combine multiple sources to gain visibility. In this article, we unpack ETF data—highlighting the benefits and complexities of each source—and recommend three strategies based on where you are in the ETF market. The most effective strategy will right-size the number of sources balanced against the cost of combining them.

Asset Manager Marketing: Pandemic lessons inform future strategies

Think about where we were in March of 2020. At that time, there was a lot of uncertainty about what the next nine months would look like. Many questions and many changes were to come. Based on a recent survey of and Roundtable with our asset manager clients, we may be looking at another 9-12 months where we face similar marketing conditions. What learned lessons can we apply to make the next twelve months more valuable than the last?

#givingback with Beth, Karie, and the Girl Scouts

01/28/2021 by
Quality, quantity, and utility—Advisor Atlas teams data positions asset managers to grow in 2021

Quality, quantity, and utility—Advisor Atlas teams data positions asset managers to grow in 2021

2020 was a year unlike any other and while obstacles sprung up across the world around every corner, Advisor Atlas aimed to continue to improve the quality, quantity, and utility of our teams data.
Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem

Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem

Depending on your business you may have multiple products that you are selling directly and through different channels and platforms. Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCIT, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs (Separately Managed Accounts) as an example, illustrate where the problems arise, and share an approach for how to solve them.
SalesPage Enterprise Winter 2020: Your data, better

SalesPage Enterprise Winter 2020: Your data, better

You rely on external, third-party client and sales data to build and supplement your in-house data. Our just-out SalesPage Enterprise Winter 2020 release includes several enhancements to help you import, connect, transform, review, and share that data.