Dear C-Suite: How to do digital

Managing Director Andrew Scott knows the answer and provides his recommendations for how asset management firms can conquer digital

26 March 2 mins

A new generation of investors: StockTok

I am sure that by the title of this article you are either a) interested in the definition…

12 March 2 mins

TRENDS IN TECH: Tech-driven marketing innovations.

We have seen how technology has revolutionised work and school life in ways we couldn’t imagine during this…

27 November 3 mins

Struggling to engage clients without face to face interaction? Embrace digital content

If we’ve all learnt one thing this year, it’s that there’s no substitute for talking to people. Not…

30 October 4 mins

5 questions you’ve always had about market segmentation

Investment managers are struggling to differentiate themselves in the eyes of investors. This is a challenge I come…

18 September 4 mins

Driving marketing performance with search

In today's digital era,  a Google search is the first touchpoint of any consumers digital buying journey, so…

17 September 3 mins

Marketing automation: worth the effort?

At a recent workshop in our Academy programme, we asked the marketers 'who is currently using marketing automation…

14 August 4 mins

2020: so far, so digital

We recently held the user group meeting for our benchmarking service (Beacon). In addition to our usual review…

10 July 4 mins

Social media issues in the investment management industry

Written by Sorcha Lorimer, Founder & CIPM CEO and Founder of Trace Investment managers are becoming increasingly aware…

01 July 3 mins

The rise of digital marketing in a COVID-19 World

We saw a short-term pause in marketing campaigns as firms came to grips with the operational impact of…

06 May 3 mins