Your monthly mix for meaningful fund marketing from ProFundCom

September 2024

Hello there!

Each of us face at least one daily roadblock. That may be a traffic jam, or a fight with a faulty toaster. What each of these examples show is that while some things cannot be fixed, others absolutely can! For funds, there’s the ever-perilous task of reaching invisible investors with the latest tools and more niche expertise.

At the moment, marketing choices can get a little astronomical, but digital platforms and even AI developments exist to make lives easier and up AuM, if you can believe it. Making them work to your advantage can be simpler than first thought, with a little push in the right direction.

In this month’s AuM Catalyst, we’re all about growth: shifting habits to spearhead tomorrow’s solutions, scaling operations, and upping investor experiences.

I hope you find these latest resources useful, as I try to secure a near-impossible invention: a failsafe toaster. All the best, Pd

9 Habits of Highly Successful Fund Marketers

A Go To Market plan usually comprises five cornerstone steps, from establishing a narrative to analysing engagement data. But when investors can hop on any non-linear stage of this journey, how can fund marketers best react? We regularly see success stories borne out of nine tried-and-tested habits that can keep pace with this new-look investor buyer journey, streamline sales efforts, stay compliant, and channel the powers gifted by modern digital marketing platforms. To discover them (and one bonus ‘habit’) download the guide today!

Grab your copy

ProFundCom 2025 Fund Marketing Outlook Report

Are you getting to grips with AI? Is lead conversion your biggest bug bear? How can platform integration work better for your marketing needs? Whether you’re asking these questions, or anything else fund-related, ProFundCom would love to hear from you! We’re compiling our annual Fund Marketing Outlook for 2025, where the future of fund marketing channels, strategies and tools are guided by the current trends and challenges experienced by those in the industry. If you could spare a few minutes of your time to fill in this short form, we’d be very grateful. Keep your eyes peeled for the final report to come in Q4.

Take the survey

The Month in Fund Marketing – August 2024

 Another month, another roundup of the top fund marketing opinions, trends, and reports. In this edition: 

 Marketing Week on developing consumer research based on neuroscience

 White Marble on targeting costs and efforts on ideal personas

Bruce Frumerman on the importance of content marketing beyond performance

 View all articles here

Product updates

Making sure our platform’s user experience is top-notch is our priority. Keep up with our regular improvements via this page, including the following:

• [Templates] Select four new options to auto-create tracked links
• [Reporting] See the most pertinent user journeys with the Audience Connect deck
• [Reporting] Reformatted, no-scroll LeadDeck displays
• [Templates] Preview templates’ look on mobile, tablet and desktop
• [Templates] Space images and paragraph better in the Drag & Drop editor

Blog digest

• How Digital Marketing Channels Can Establish Your Brand With Global Investors A brand is more than a logo. Socials, sites, and emails all help to boost reach. Read more.
• 9 Habits of Successful Fund Marketers – Part One In the first of a 3-part series, get to grips with GTM plans and content creation. Read more.
• Google Backtracks on Cookie Phase-Out Given the to-and-fro of the giant’s data privacy plans, here’s what we know. Read more.

Free email marketing tools

Design - Delivery - Compliance - Blacklists

More emailable devices, more problems. However, with our free email testing service, you can remain more compliant than your average mailing platform! Get testing today.

 Instant Previews into how an email will look to over 70 different email clients  Instant Blacklist Report to see if/where your sending address is blocked  Instant SPAM Check to rate the likelihood of an email ending up in Junk  Instant Compliance for comparing email content against timely regulations