Engagement climbs 65% through psychographic targeting
An international asset management firm cut wasted ad spend and lifted mid-funnel engagement by matching ETF messaging to how investors were feeling in the moment.
- Client sector
- Asset management
- Solution
- Performance marketing
- Region
- United States
- Key results
- $40 cost per quality entrance39% rise in time on page
Reaching investors efficiently at scale
A global asset manager wanted to promote ETF products to a broad U.S. retail investor audience with a wide range of financial knowledge. Given that scale, the client needed to avoid wasted ad spend while improving mid-funnel engagement.
Research had already identified two investor personas suited to the products, so the challenge was reaching them in receptive environments, with messaging that resonated, at a moment that mattered. Standard demographic targeting risked treating every investor in a persona the same way, regardless of how they actually felt about the market day to day. Psychographic targeting offered a way past that gap.
Real-time psychographic targeting with Alphix Solutions
Alphix Solutions, Fundamental's marketing technology arm, built a campaign around psychographic targeting that tracks how each persona feels about the market in real time.
Stronger engagement and smarter spend
The psychographic-led approach translated directly into more efficient spend, deeper investor engagement and sharper insight into how each persona was actually responding to the market.
The campaign shows how psychographic targeting let a broad retail investor audience be reached efficiently, delivering the mid-funnel engagement gains the client needed without the wasted spend a purely demographic approach would have carried.
Want ETF messaging that matches how investors actually feel?
Find out more about Fundamental Group's psychographic targeting and programmatic media solutions, or get in touch to discuss your own campaign.