Research insights
Proprietary research into how investors, intermediaries and institutions engage with asset and wealth managers.
Asset managers more positive in their social media posts
The number of social media posts by the top 10 asset managers dropped in Q3, but the sentiment of their posts was more positive
Asset management marketing skill sets vs B2B technology firm
Fundamental research finds asset management marketers have divergent marketing skills compared to marketers at a B2B technology firm like Salesforce
Changes in media usage of European institutional investors
English-language publications are read less by institutional investors in continental Europe
Higher engagement for social media posts on asset allocation
Fundamental Research analysed over 5,200 organic posts to see how the discussed topics, sentiment and performance of posts have shifted between Q1 and Q2
Differences in media trends among European investors
An asset manager's reputation is a more important factor in the first stage of the manager selection process for European institutional investors
The most important brand values for Australian fund buyers
Australian financial intermediaries prefer managers who they perceive as personable with a qualitative approach
Media consumption trends among intermediaries - Singapore
Singaporean investment professionals mainly use mobile devices to access social media
The factors that make social media posts more engaging
Fundamental Research analysed over 9,000 posts by asset managers looking at topics discussed as well as the sentiment and performance of the posts
Media consumption trends among intermediaries - Taiwan
Social media and business TV channels are popular in Taiwan, but print publications have a good reach as well
Media consumption trends among intermediaries - Hong Kong
Intermediaries in Hong Kong are increasingly reading financial publications on mobile devices
How best to communicate to institutional investors - France
Asset managers are considered the most reliable source of information by French institutional investors
How best to communicate to institutional investors - US
Colleagues or peers are considered the most reliable information source by US institutional investors