Data-driven insight, testing and organisational design for asset management marketing teams
Often marketing decisions are still made on instinct, internal opinion, or generic research. In a market where institutional investors, fund selectors, advisers and individual investors are constantly re-forming their views, that gap between decision and evidence is where campaigns, content and positioning quietly go wrong.
Aureum closes that gap. Every recommendation we make is grounded in our own primary research among institutional, intermediary and individual investor data, supplemented by verified third-party sources, and made actionable by a Consultancy team with full-spectrum strategic marketing experience.
Whether you need ongoing access to investor behaviour and preference insights, a fixed-fee deliverable against a specific brief from our specialists, or a standing programme for work that repeats rather than ends at delivery, Aureum is built to plug straight into how asset management marketing teams actually operate.
Ongoing research across Europe, North America and APAC, spanning intermediary, institutional and individual investor audiences. Our work is used by leading asset managers to plan, test and refine their marketing and brand strategy. Backed by a continuously updated panel of institutional, intermediary and individual investor sentiment, opinion and preference data and a Consultancy team bringing full-spectrum strategic marketing experience, spanning brand, content, audience and media strategy, to every engagement.
Three ways to work with Aureum. Most clients combine more than one.
Data & Insight Subscriptions: ongoing access
Annual GBS subscriptions giving your team continuous access to Aureum's proprietary research, brand tracking and Personas & Panels testing platform.
Project-Based Solutions: delivered work
Fixed-fee deliverables, including discussion decks, audience research, content strategy programmes, and message or creative testing, scoped to a specific brief and timeline.
Standing Programmes & Advisory
Organisational design (Marketing Target Operating Models) and standing content programmes for clients whose needs repeat rather than end at delivery.
Our flagship subscription, built for continuous evidence
The Global Brand Survey (GBS) gives your team ongoing access to Aureum's flagship intermediary investor research among fund selectors, financial advisers and wealth managers, with portal-hosted reports, custom survey questions and scheduled consultancy sessions built in.
Subscribers can also step into Personas & Panels, our AI powered audience persona and testing platform, to validate propositions, messaging, headlines and creative against real audience personas, faster and lower-cost than running live focus groups. GBS Global and Enterprise subscribers get this bundled in with guided access.
If you're not ready for a subscription, individual data points, chart excerpts or bespoke analyses are available for single-project use, no subscription required.
- -Three subscription tiers: Regional, Global and Enterprise
- -Guided access to Personas & Panels
- -Citation, excerpt and bespoke-cut licensing for one-off projects
Built for marketing teams whose needs don't end at delivery
These services are built for marketing teams whose needs don't end at delivery, tailored to the specific ask of an asset management leader.
Marketing Target Operating Model (TOMM)
For marketing teams operating without formal KPIs, resourcing logic, or a clear seat at the table. A structured, four-phase build, covering discovery, benchmarking against 5 to 10 peers, target-state design, and a phased roadmap, that turns an activity-based function into a resourced operating model with named roles and governance cadence.
Standing Content Transcreation Programme
For clients whose flagship research is written internally by economists and investment teams, often rigorous, but dense. Aureum's content team receives the near-final report, extracts key messages for each format, and runs a tested delivery cadence so launch dates hold even on a fixed date: landing pages, email and social, ready within days of the final report.
A 10 to 16 week Marketing TOMM engagement for a Continental European asset manager directly informed the following year's marketing planning.
A twice-yearly research transcreation programme that began as a single report has since expanded twice in scope and is now an ongoing partnership.
Evidence, expertise and coverage in one team.
Data-driven
Every recommendation is grounded in proprietary, continuously refreshed research, not assumption.
Industry expertise
Our consultants work exclusively with asset and wealth managers, bringing pattern-recognition no generalist agency can match.
Market & audience coverage
Research spanning intermediary, institutional and individual investor audiences across 12 markets in Europe, North America and APAC.
Privacy & compliance
All research is conducted and reported in line with applicable data protection standards, for your team's internal use.
What is Aureum's approach to investor research and strategy?
Aureum is the research and consultancy division of Fundamental Media. We deliver data- and insight-based solutions for asset management marketing teams, grounded in our own primary research and made actionable by a Consultancy team with full-spectrum strategic marketing experience.
- -Primary research among institutional, intermediary and individual investor audiences
- -Findings translated into messaging, content and organisational design, not just a report
- -Insight fed straight into media planning and creative through the shared data foundation
Aureum: frequently asked questions
Aureum is the research and consultancy division of Fundamental Media. We deliver data- and insight-based solutions for asset management marketing teams, grounded in our own primary research and made actionable by a Consultancy team with full-spectrum strategic marketing experience.
Ready to talk about your brief?
Tell us about your timeline, audience and what you're trying to achieve, and we'll recommend the right solution, a subscription, a project, a standing programme, or a combination, with a written quote before any work begins.
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