# Fundamentalgroup.com [cite](https://fundamentalgroup.com) ## Fundamental Group - Home Page Summary Fundamental Group is a distinguished media buying, marketing, and technology solutions agency, recognized for its award-winning strategies. The agency specializes in assisting financial institutions and educational providers with tailored media and marketing techniques, seamlessly transitioning from conversation to conversion. This is achieved through comprehensive media buying, planning, research, and consultancy services, aimed at delivering highly valuable advertising to target audiences. Fundamental Group emphasizes innovation across its operations, with a strong focus on developing data-led tech products designed for accessing hard-to-reach professional audiences. ### Key Offerings: - **Media Services**: Comprising media buying, planning, research, and consultancy. - **Technology Integration**: Creation of tech solutions that enhance accessibility to niche markets. - **Case Studies**: Examples include interactive infographics for engagement, global brand launches, and optimized campaign performances. - **Research & Insights**: In-depth articles and white papers exploring trends in asset management and educational marketing. ### Insights and Resources: - **Latest Case Studies**: Showcasing successful client engagements. - **Articles & White Papers**: Covering media buying strategies and market insights. - **No Cookies Policy**: The website utilizes cookie-free technology for site interaction monitoring, ensuring privacy and security. ### Contact and Legal: - **Contact**: For inquiries or further information, visit the [Contact Page](https://fundamentalgroup.com/get-in-touch/contact). - **Company Info**: Fundamental Media Limited is based in London, registered in England and Wales. ### Site Hierarchy ``` fundamentalgroup.com/ ├── awards/ ├── clients-case-studies/ │ ├── brand-awareness-campaign-through-gamification-on-a-highly-relevant-topic/ │ ├── build-awareness-and-drive-engagement-through-an-interactive-infographic/ │ ├── deliver-account-based-marketing-without-cookies/ │ ├── ... other case studies ├── get-in-touch/ │ └── contact/ ├── insights/ │ ├── company-news/ │ ├── competitor-alerts/ │ ├── education--careers/ │ ├── media-buying-planning/ │ └── research-insights/ ├── modern-slavery-act/ ├── privacy-policy/ ├── recruitment-privacy-notice/ ├── supplier-code-of-conduct/ ├── terms-of-use/ ├── what-we-do/ │ ├── services/ │ └── solutions/ └── who-we-are/ ├── careers/ ├── key-contacts/ └── profile/ ``` Fundamental Group provides a wealth of resources and insights, catering to the marketing needs of finance and education sectors. Users interested in marketing strategies, case studies, or seeking engagement with the agency can efficiently navigate these offerings through the site structure. # Awards [cite](https://fundamentalgroup.com/awards) ## Awards and Recognitions Fundamental Group, operating under Fundamental Media Limited, has been acknowledged for its outstanding performance in the media, marketing, and technology sectors. Below is a summary of notable awards: - **UK Business Awards**: Recognized in 2020, 2017, 2016, and 2015 as one of the "1000 Companies to Inspire Britain." - **Sunday Times International Track**: Recipient of the award for three consecutive years, 2020, 2019, and 2018. - **Media and Marketing Awards**: Achieved the "Max Awards 2024" status, signifying its excellence in the field. - **Agency of the Year**: Acknowledged for its successful strategies and creativity in the industry. - **Investment Week Marketing and Innovation Awards**: Honored for the "Best Use of AI" with Alphix Solutions, showcasing innovation and technological advancement. ### Innovative Advertising Impact Fundamental Group prides itself on developing innovative, outcome-oriented campaigns that leverage technology to create measurable impacts for clients. # Clients Case Studies [cite](https://fundamentalgroup.com/clients-case-studies) ## **Case Studies** The page highlights various case studies, each focusing on different marketing strategies and objectives: - **Interactive Infographic**: Building awareness and driving engagement using interactive visual content. - **Global Brand Launch**: A strategy aimed at establishing a brand's presence on an international scale. - **Campaign Performance Optimization**: Enhancing the effectiveness of campaigns throughout the user journey. - **Cookie-Free Account-Based Marketing**: Executing targeted B2B marketing strategies without the use of cookies. - **Gamification for Education and Messaging**: Using game-like elements to educate audiences and refine communication strategies. - **Conversion Rate Improvement**: Increasing conversion rates effectively without additional budget allocation. - **Audience Recognition and Awareness**: Identifying new audiences and creating initial brand awareness. - **Marketing Diverse Programs**: Managing multiple distinct programs with a unified media strategy. - **ROI Maximization**: Using a proprietary campaign management platform to enhance return on investment. - **Brand Awareness via Gamification**: Leveraging gamification on pertinent topics to boost brand awareness. - **Advertising Impact**: Strategies aimed at making a notable impact through advertising. # Brand Awareness Campaign Through Gamification On A Highly Relevant Topic [cite](https://fundamentalgroup.com/clients-case-studies/brand-awareness-campaign-through-gamification-on-a-highly-relevant-topic) ## Brand Awareness Campaign The campaign aimed to enhance brand awareness among financial advisors about a benchmarking tool focusing on post-Covid-19 return activities such as travel, work, and consumer behavior. The objectives were to increase blog visits and leadership email subscriptions through engaging content. ### Strategy Fundamental Media utilized gamification to boost interaction. The in-house design team created four multiple-choice interactive units. Post interaction, users accessed further insights through the client's blog. The campaign disseminated through a curated whitelist of sites using Fundamental Media's programmatic platform, AMX, alongside LinkedIn and Twitter. Proprietary intelligence, Outcome Analytics, was employed to assess sentiment and topic comprehension, facilitating content adjustments. ### Outcome - **20%** of blog visits originated from the social media campaign. - **51%** increase in CTR on LinkedIn compared to the benchmark. - **114%** increase in CTR on Twitter compared to the benchmark. ### Content & Sentiment The sentiment analysis enabled clients to identify market trends and optimize future content, enhancing the impact of advertising efforts. ### FAQ **Q:** What was the primary goal of the campaign? **A:** To raise awareness about a benchmarking tool and drive engagement through blog visits and email subscriptions. **Q:** How was gamification used in the campaign? **A:** Interactive units with multiple-choice questions were designed to enhance user engagement and link to detailed blog content. **Q:** How effective was the campaign on LinkedIn and Twitter? **A:** The campaign saw a 51% higher CTR on LinkedIn and a 114% higher CTR on Twitter above their respective benchmarks. # Build Awareness And Drive Engagement Through An Interactive Infographic [cite](https://fundamentalgroup.com/clients-case-studies/build-awareness-and-drive-engagement-through-an-interactive-infographic) ## **Interactive Infographic Campaign Overview** **Objective:** The campaign was crafted to celebrate the 30th anniversary of a client's flagship ETF, aiming to boost awareness and engage audiences through an interactive infographic. The focus was on showcasing the ETF's legacy and its transformative impact on the investing industry since its inception in 1993. **Strategy Implemented:** Aureum, Fundamental Group’s marketing consultancy, spearheaded the initiative by conceptualizing and developing an interactive infographic. The aim was to transition from traditional written content, which only targets a segment of investor audiences, to a more universally appealing, high-level, interactive format. The infographic was designed to capture the ETF’s influence with a ‘Click to start the spark’ animated timeline, emphasizing industry advancements since 1993. **Execution:** Leveraging existing website information to streamline compliance, Aureum transformed key messages into a dynamic infographic, effectively engaging all audience types, including institutions, advisors, and retail investors. The creative development and deployment were executed collaboratively by Aureum and Sonar, the creative solutions division of Fundamental Group. ### **Campaign Outcomes** - **Impressions:** 188,858 - **Average Interaction Time:** 2.41 minutes - **Engagement Rate:** 8% - **Increased Time on Site:** 212% compared to average site duration The interactive infographic effectively enhanced user engagement and dwell time on the website, demonstrating its impact in celebrating the ETF’s innovative legacy. ### FAQ **Q:** What was the primary focus of the interactive infographic campaign? **A:** The campaign aimed to celebrate the 30th anniversary of a flagship ETF by highlighting its historical impact and driving engagement through an interactive infographic. **Q:** What tactic did Aureum employ to enhance audience engagement? **A:** Aureum transitioned from written content to a dynamic 'Click to start the spark' animated timeline infographic to engage diverse audience groups comprehensively. **Q:** Who collaborated in this campaign development? **A:** The campaign was a joint effort between Aureum and Sonar, Fundamental Group's creative solutions business. # Deliver Account Based Marketing Without Cookies [cite](https://fundamentalgroup.com/clients-case-studies/deliver-account-based-marketing-without-cookies) ## Fundamental Group's Cookie-Free Account-Based Marketing Strategy **Objectives and Strategy** - **Objectives:** - Increase awareness and education regarding the client's fund strategies among selected US Registered Investment Advisors (RIAs) and wirehouses. - Engage through informative content, videos, and resource dissemination, supported by strategic storytelling and precise audience targeting. - **Strategy:** - Utilized IP-targeting at a company level through Alphix Solutions, allowing for cookie-free marketing intelligence. - Alphix Solutions provided a robust first-party data model that supported tight targeting and attribution, reduced invalid/bot traffic, and offered firmographic-level reach and engagement data. - Enabled delivery of tailored messaging to qualified audiences already demonstrating brand awareness and receptivity. - Facilitated evaluation and engagement tracking through an integrated user interface capturing company-specific content consumption. **Outcomes Achieved** - **Conversion Rates:** - Increased conversion rate for fund page views by 52%. - Aggregate conversion rate against benchmarks of secondary navigation on client fund pages rose by 85%. - **Qualitative Insights:** - Gained detailed insights into which RIAs or wirehouses engaged with specific funds or fund strategies. - **Bot Traffic:** - Successful exclusion of invalid bot traffic resulting in cleaner, more accurate data. **Technology and Insights** - Employed Alphix Solutions' marketing intelligence suite to replace cookie-based strategies, ensuring compliance with the growing privacy-first internet environment. - Provided consistent communication scales with quality grading for targeted companies. This novel approach to account-based marketing utilized advanced IP-targeting to bypass the limitations of cookie deprecation, successfully driving client engagement and strategy adoption among selected financial advisors. # Effectively Market Multiple Unique Programs While Using The Same Media Mix [cite](https://fundamentalgroup.com/clients-case-studies/effectively-market-multiple-unique-programs-while-using-the-same-media-mix) ## Objectives The key objective was to deliver qualified candidate leads for 12 different graduate programs at Cornell University. This involved specific targeting within a strict budget framework for each campaign, while managing overlapping target audiences across the media landscape. ### Strategy Fundamental Media aimed to market multiple programs using the same media mix. This required precise targeting strategies that capitalized on subtle differences in program audiences. Key elements included: - Utilizing multiple channels: YouTube ads, out-of-home displays, Spotify/public radio ads, programmatic and negotiated displays, and targeted email campaigns. - Employing a "rising tide lifts all boats" philosophy to enhance general brand awareness, supporting cross-program promotion. - Concurrent advertising campaigns utilized demographic/geographic targeting and firmographic data to reach the right audiences. - Leveraging data from Alphix Solutions allowed specific targeting, such as targeting a university IP for an MPS campaign. ### Outcome The campaign achieved significant outcomes: - Increased RFI completions from 542 in FY22 to 830 in FY23. - A 37.2% increase in CTR (Click-Through Rate) from the previous fiscal year. - Improved cost efficiency with cost per active view dropping from $29 in FY22 to $17 in FY23. ### FAQ **Q: How did Fundamental Media manage overlapping target audiences?** **A:** By focusing on minor differences in program audiences and leveraging specific targeted channels and firmographic data, Fundamental Media effectively navigated overlapping audiences. **Q: What channels were utilized in the media mix?** **A:** The campaign utilized YouTube, Spotify, public radio, out of home displays, programmatic and directly negotiated displays, and targeted emails. **Q: What was the result of the advertising strategy?** **A:** The strategy led to higher RFI completions, increased CTR, and reduced costs per active view compared to the previous year. # Launch And Establish A New Brand Globally [cite](https://fundamentalgroup.com/clients-case-studies/launch-and-establish-a-new-brand-globally) ## Objectives The goal was to establish and dominate a new investment category termed "actual investor." The client aimed to differentiate itself in the professional investment industry by positioning as a long-term active investor. ### Strategy Fundamental Media crafted a comprehensive global media strategy segmented into three distinct phases, targeting business and finance professionals: - **Phase One:** Utilized proprietary research and data-driven solutions to reach key investor audiences. The focus was on intermediaries and institutional investors through digital tactics, supported by paid search and organic social media. Key messages were strategically sequenced. - **Phase Two:** Expanded brand presence in successful digital platforms and leveraged LinkedIn to reach discretionary portfolio managers, fund selectors, and institutional investors across markets. This phase established the client as a top UK asset management brand. - **Phase Three:** Focused on further brand building and engagement by collaborating with The Economist for content partnerships and events. Enhanced LinkedIn strategies included promoting client spokespeople to increase engagement and convey messages in innovative ways. ### Outcome - **Search Interest:** "Actual investor" searches surged from 0 to over 110,000. - **Social Engagement:** Gained more than 1,650 new LinkedIn followers. - **Website Traffic:** Achieved 757,000 website visits. - **Engagement Metrics:** CTR at 0.53%, awareness uplift of 250%, and over 14 million video completions. The campaign successfully positioned the client as a leading brand in asset management and expanded its global recognition. # Maximise Roi Through Our Proprietary Campaign Management Platform [cite](https://fundamentalgroup.com/clients-case-studies/maximise-roi-through-our-proprietary-campaign-management-platform) ## Campaign Objectives and Strategy The objective of the campaign managed by the Fundamental Group was to drive awareness and engagement with the client’s products, directing engaged users to the client’s website. The strategy was divided into two phases, each with its tailored approach: - **Phase 1:** Focused on targeted wires, using strong first-party data to reach the intended audience through a mix of display and video creatives. - **Phase 2:** Expanded to include a broader audience, specifically targeting the US financial advisor community (IBS, RIAs, and hybrids). This phase utilized both prospecting and retargeting strategies, introducing audio ads, content-based lead generation, and gamification units to highlight the client’s value proposition. The creative builds in both phases included interactive elements that provided users with immediate feedback and demonstrated the value of the client’s products. These units were distributed via programmatic placements, direct buys, and social media. ### Performance Insights The use of the proprietary Alphix Tag solution revealed a significant underreporting of visits due to high rates of cookie rejection and adblocker usage. By addressing this discrepancy, Fundamental Group provided accurate campaign metrics, emphasizing: - **Impressions:** 8.7 million - **Active Users:** Over 4,000 - **Conversions:** More than 5,100 - **Engagement Accuracy:** Only 16% of users selected the correct answer in interactive units, highlighting engagement alongside educational opportunity. ### FAQ **Q:** What was the purpose of the gamification units? **A:** The gamification units were designed to provide real-time engagement with the creative content, demonstrate product value, and evaluate user knowledge of the products. **Q:** How was user engagement recorded accurately despite adblockers? **A:** The Alphix Tag solution helped identify inconsistencies between reported visits and actual site visits, correcting metrics for accurate reporting. # Optimise Campaign Performance Along The Whole User Journey [cite](https://fundamentalgroup.com/clients-case-studies/optimise-campaign-performance-along-the-whole-user-journey) ## Campaign Strategy and Execution The campaign aimed to raise awareness of mid-cap funds, portraying the client's fund as a top choice during economic crises. The strategy was centered on generating interest by meticulously crafting detailed audience personas and mapping out a tailored user journey. This user-centric plan involved distinct stages, supported by specialized landing pages to engage various audience segments: 1. **Landing Page Ecosystem**: - **Stage One**: Visitors were guided to the main landing page, showcasing an animated infographic demonstrating mid-cap allocations' influence on portfolio performance. - **Stage Two**: Provided an interactive tool allowing users to model equity portfolio allocations to visualize the effects of altering mid-cap allocations. - **Stage Three**: Offered detailed insights into mid-cap sectors and holdings, with hover-over data points revealing the impact of three different mid-cap exposure funds. 2. **User Engagement and Retargeting**: - Conversion tags were embedded throughout the journey to meticulously track user engagement, thus producing precise audience pools. - A sophisticated retargeting approach re-engaged users who only interacted with specific portions of the content, using Engaged Content ads to return them to the landing pages or offer product-specific messaging. ### Outcome Metrics - **CTR**: Achieved a click-through rate of 0.25%, sharply reducing cost per active visit by 170% from the previous year to $61. - **Engagement**: - 75,500 active visits were logged, indicating some form of secondary user action. - 11,600 users interacted with the portfolio weighting tool. - 6,200 users explored mid-cap sector allocations. ### FAQ **Q:** What was the primary goal of the campaign? **A:** To enhance awareness of mid-cap funds and position the client's fund as ideal during economic crises. **Q:** How many visitors used the interactive tools? **A:** 11,600 visitors used the portfolio weighting tool, and 6,200 explored mid-cap sector allocations. **Q:** How was user engagement tracked? **A:** Through conversion tags, which helped refine audience pools and improve retargeting strategies. # Recognise A New Audience And Create Strong Initial Awareness [cite](https://fundamentalgroup.com/clients-case-studies/recognise-a-new-audience-and-create-strong-initial-awareness) ## Overview The campaign's primary objective was to engage the Gen Z demographic, driving more of them to the Chicago Booth School of Business MBA program pages. The goal was to boost initial awareness and gauge engagement through floodlight conversions, with an emphasis on full Request for Information (RFI) form fill completions for lead generation. ### Strategy Fundamental Media leveraged data from Alphix Solutions, revealing significant traffic from higher education institutions linked to the University of Chicago Booth School of Business. Observing an increase in younger applicants prompted targeting Gen Z directly, requiring a novel media buying approach: - Utilized internal research and GWI Core Global Index data to outline Gen Z behavior, noting an increased reliance on mobile devices and a preference for short online videos and platforms like YouTube. - Implemented AMX programmatic advertising, YouTube campaigns, and partnered with Teads to reach Gen Z effectively. - Utilized DSP targeting based on age, keywords, and geographical areas connected to competitor universities and higher education IP addresses. - In-house agency Sonar created 15- and 30-second YouTube ads derived from Chicago Booth’s existing imagery. - Teads executed Scroller Ads and Video Ads tailored for Gen Z preferences. ### Outcomes - Achieved 4.2 million impressions via AMX programmatic advertising, with a 0.47% CTR, outperforming the 0.23% benchmark. - Recorded 2.35 million TrueViews on YouTube and 1,800 key page view conversions. - Achieved a 65% video completion rate using Teads and 3,080 floodlight conversions. ### Additional Information Fundamental Media operates without the use of cookies, employing cookie-free technology for site interaction monitoring. # Significantly Increase Conversions Without Increasing The Budget [cite](https://fundamentalgroup.com/clients-case-studies/significantly-increase-conversions-without-increasing-the-budget) ## Objectives The primary goal was to enhance the reputation of Cornell University's Ivy League business school by highlighting its diverse, prestigious programs, including MBA, Executive MBA, specialized Master’s, Executive Education, and PhD. Moreover, there was a focus on steering potential students toward the optimal program by leveraging various messaging and media channels. ### Strategy Fundamental Media developed distinct brand strategies for each educational offering: MBA, EMBA, and specialized Master’s programs. The strategy involved reallocating brand budgets evenly from each program's group budget: - **MBA**: Emphasized on MBA 1 Year, MBA 2 Year, and MBA Tech, each contributing 30% of their budgets to the MBA brand campaign. - **EMBA and Master’s**: Adopted a similar budget distribution approach. The campaigns utilized a mix of search engine marketing, podcasts, digital display, and print media to enhance brand visibility. This approach facilitated high engagement and created a funnel for remarketing and paid search efforts aimed at boosting conversions without budget increases. ### The Outcome - **MBA Program**: Saw a 133% rise in conversion rate alongside a 76% reduction in cost per conversion. - **EMBA Program**: Experienced a 145% increase in conversion rate and a remarkable 122% decrease in cost per conversion. - **Master’s Program**: Achieved a 140% rise in conversion rate with a significant 402% reduction in cost per conversion. ### FAQ **Q:** Was there an increase in the overall budget for this campaign? **A:** No, there was zero increase in budget. **Q:** Which media channels were used for brand campaigns? **A:** The campaigns were delivered through search, podcasts, digital display, and print media. This strategic approach effectively raised awareness and conversion rates significantly without additional financial expenditure. # Use Gamification To Educate The Audience And Better Understand Their Knowledge To Optimise Messaging [cite](https://fundamentalgroup.com/clients-case-studies/use-gamification-to-educate-the-audience-and-better-understand-their-knowledge-to-optimise-messaging) ## Campaign Strategy The Fundamental Group employed gamification to engage their audience and enhance understanding of liquidity-focused topics. The main goal was to reinforce their position as a trusted partner for complex investing and to provide investors with confidence in navigating market volatility. ### Interactive Polling Strategy - **Innovation**: Interactive polling units were introduced, developed by Sonar Studios, a sister company to Fundamental Media. These units provided a new way to engage users while collecting valuable data. - **Customization**: Questions were tailored to address the client’s expertise, filling the gap between advisors' consideration and subsequent investment decisions. - **Real-Time Learning**: By focusing on how audiences adapt or plan to adapt their strategies using liquidity, insights were gathered to drive users towards suitable solutions. - **Engagement**: Users were asked to share their knowledge on campaign-specific topics, allowing for targeted engagement and valuable data collection for future initiatives. ### Campaign Outcomes The campaign, although short and tactical, delivered impressive results: - **Interactions**: 3,049 user interactions were recorded. - **Click-Through Rate**: 81% of interacting users proceeded to the landing page. - **Conversions**: Achieved an additional 1,353 view-through conversions. - **Post-Click Engagement**: Performance exceeded the client's internal benchmarks, demonstrating the campaign's effectiveness in making an impact with advertising. ### Conclusion The interactive campaign leveraging polling units successfully met its objectives, driving significant user engagement and providing a data-rich framework for future marketing developments. The innovative approach highlighted the effectiveness of gamification in engaging and educating the target audience on financial topics. ### FAQ **Q: What was the primary goal of the campaign?** **A:** To reinforce the client's role as a trusted partner in complex investing and to build investor confidence in managing market volatility. **Q: How was the interactivity executed?** **A:** By using customized polling units that engaged users on liquidity topics, designed to gather insights and drive audience down the investment funnel. **Q: What were the results of the campaign?** **A:** The campaign saw 3,049 interactions, an 81% click-through rate, and exceeded post-click engagement benchmarks. # Get In Touch [cite](https://fundamentalgroup.com/get-in-touch) ## Contact Information **Media Operations:** - EMEA media operations are coordinated from offices in London and Milan. - Contact phone number: +44 (0) 20 3856 9500. **Careers:** - Job opportunities can be found on their LinkedIn jobs page. **Contact Form Requirements:** - Name - Properly formatted email address - Reason for inquiry - Message content ### Privacy and Data Handling - Personal contact details provided in queries are used solely to respond to those queries. - Further details about data processing are available in the Privacy Policy. ### Company Information - Fundamental Group operates under the trading name of Fundamental Media Limited. - Registered office: 3rd Floor, 100 Cannon St, London EC4N 6EU. - Registered in England and Wales, Company No. 5001866. ### Technology and Insights - The company employs a cookie-free technology for site interaction monitoring. # Contact [cite](https://fundamentalgroup.com/get-in-touch/contact) ## Fundamental Group Key Details - **Business Name:** Fundamental Group - **Legal Entity:** Fundamental Media Limited - **Company Location:** 3rd Floor, 100 Cannon St, London, EC4N 6EU, England and Wales - **Company Registration Number:** 5001866 ### Unique Attribute - **Privacy Approach:** Fundamental Group differentiates itself by utilizing a cookie-free technology for site interaction monitoring, marking a notable departure from prevalent industry practices. ### Areas of Focus - **Advertising Impact:** Fundamental Group emphasizes creating significant impact through their advertising strategies. - **Core Offerings:** - Services tailored around impactful advertising - Providing innovative solutions for effective media campaigns ### Legal and Intellectual Property - All content is protected under ©2025 Fundamental Media Limited. ### Notes - **Social Query:** For social engagements or inquiries, Fundamental Group encourages use of provided contact channels. This page underlines Fundamental Group's unique commitment to privacy through cookie-less site interaction monitoring and provides essential legal and operational details, without delving into broader service or product descriptions. The focus remains on privacy innovation and registration data reflective of a trusted business entity. # Insights [cite](https://fundamentalgroup.com/insights) ## Key Insights - **Advertising Impact**: Fundamental Group focuses on creating a significant impact in the advertising sector, though specific strategies and methodologies are not detailed on this page. - **Cookie-Free Technology**: The company distinguishes itself by using cookie-free technology for site interaction monitoring. This approach ensures user privacy by not relying on traditional tracking cookies. # Company News [cite](https://fundamentalgroup.com/insights/company-news) ## News Highlights from Fundamental Group - **AI Week Event**: Fundamental Group organized its inaugural AI Week, highlighting the growing focus on artificial intelligence within the company. - **Partnership for Portfolio Intelligence**: Fundamental Group partnered with a new AI platform dedicated to advanced portfolio intelligence, underlining their commitment to technological advancement. ### Achievements and Initiatives - **Alphix Solutions Awards**: Alphix Solutions, part of the Fundamental Group, secured prestigious industry accolades, marking a notable achievement in their sector. - **Cycle-athon Fundraiser**: A company-organized cycle-athon successfully raised £7,785 for Ukraine, showcasing their commitment to social causes. ### Community and Educational Involvement - **Year 10 Coaching**: Employees of Fundamental Media took an active role in coaching Year 10 students on post-16 educational options, contributing to community education. ### Research and Development - **Brand Strength Research**: Fundamental Media released unique research focusing on asset manager brand strength, illustrating their emphasis on market insights. - **Remote-Working Solutions**: The company addressed a major remote working issue, demonstrating their capability in solving modern work challenges. ### Cookie-Free Technology - **Privacy Policy**: Fundamental Group employs cookie-free technology for site interaction monitoring, emphasizing user privacy and modern analytical techniques. These highlights illustrate Fundamental Group's active involvement in innovation, community, and employee engagement, reflecting their dynamic approach to business and societal contributions. # Alphix Solutions Wins Prestigious Industry Awards [cite](https://fundamentalgroup.com/insights/company-news/alphix-solutions-wins-prestigious-industry-awards) ## Alphix Solutions Accolades Alphix Solutions, a division of Fundamental Group, has garnered significant recognition by winning the Open Innovation Award at the Investment Marketing and Innovation Awards 2023. They were also highly commended in the Best Innovation in Use of Technology category at the Financial Services Forum Awards for Innovation and Transformation. These accolades were presented on 7th and 13th July 2023, respectively, highlighting outstanding campaigns amidst a volatile market environment. ### Innovative Features of Alphix Solutions - **Alphix Tag**: This cookie-free technology enables superior last-click attribution accuracy by inserting a unique code from advertisement clicks to the landing page. It ensures client data integrity by operating unaffected by cookie consent platforms, adblockers, or bots. - **Compliance**: The solution adheres to GDPR, PECR, and CCPA standards, reinforcing privacy without capturing personally identifiable information. - **Alphix Bot**: Differentiates between human and bot traffic to provide clients with precise analytics data. - **Alphix Firmographic**: Integrates campaign performance with website engagement, matching firm data and detailed company interactions for actionable insights and lead nurturing. ### Leadership Remarks Angus Maclaine, CEO of Fundamental Group, expressed pride at the recognitions, attributing success to Alphix Solutions’ innovative technology and the dedication of their team. He emphasized forthcoming plans for further advancements. ### Technology Benefits These solutions empower clients with refined marketing intelligence, enhancing campaign effectiveness and business competitiveness without privacy trade-offs. For additional details, contact Darren Plimmer. # Fundamental Group Announces Their Intention To Enter A Formula Team For The 2024 Season [cite](https://fundamentalgroup.com/insights/company-news/fundamental-group-announces-their-intention-to-enter-a-formula-team-for-the-2024-season) ## Fundamental Group Entering Formula Racing The Fundamental Group announced plans to enter a Formula racing team for the 2024 season. This initiative, named the Fundamental Racing Team, aims to provide cost-effective sponsorship opportunities for clients and enhance brand visibility on a global stage through high-level sports sponsorship. ### Key Highlights - **Lead Sponsor**: Alphix Solutions, a subsidiary of the Fundamental Group, will be the lead sponsor. Alphix Solutions is renowned for delivering insights and intelligence via a cookie-free, on-site interaction monitoring approach. - **Marketing Strategy**: Performance is a cornerstone of Fundamental Group's marketing strategy, with even tire side-walls used for promotional messages. - **Driver Recruitment**: The team is evaluating Formula 3 and Formula 2 drivers across the 2023 season, with the selection process concluding in August 2023. If necessary, CEO Angus Maclaine, who has prior motorsport experience, will assume the driving role. - **Environmental Commitment**: To mitigate the environmental impact, the team will plant one tree for every mile raced, using CEO Angus Maclaine's garden as the planting site. ### Sponsorship Details - **Sponsorship Control**: By establishing in-house sponsorship control, the Fundamental Group ensures clients receive significant value. - **Application Deadline**: Interested clients must submit sponsorship applications by April 1, 2023, with expectations of oversubscription. ### FAQ **Q:** What is the main goal of the Fundamental Racing Team? **A:** To offer clients cost-effective sponsorship opportunities and leverage the marketing potential of Formula racing. **Q:** What if no driver is selected by August 2023? **A:** CEO Angus Maclaine may take on the driving responsibilities. **Q:** How is the environmental impact being addressed? **A:** The team will plant one tree for every mile raced to offset carbon emissions. This strategic move not only underscores the Fundamental Group's commitment to innovative marketing but also highlights their environmental consciousness and forward-thinking approaches in the competitive realm of motorsport. # Fundamental Group Organises Its First Ai Week [cite](https://fundamentalgroup.com/insights/company-news/fundamental-group-organises-its-first-ai-week) ## Fundamental Group's AI Week Overview **Event Highlights:** - **Purpose:** The inaugural AI Week organized by Fundamental Group focused on exploring the impact of Artificial Intelligence (AI) and Large Language Models (LLMs) on the business and media industry. - **Sessions:** - Jeanne Daniel, ML Engineer, and Stuart Reid, CEO of Nosible, initiated the event with a comprehensive presentation on AI's potential, limitations, and opportunities in the media and marketing sector. - Angus Maclaine, CEO of Fundamental Group, discussed the automation of media buying through AI, aiming to match products with client demand in real time. The vision includes the development of a SaaS solution to democratize data for B2B marketers using AI-powered insights and strategies. ### AI Strategy and Innovation - **AI-Powered Recommendation Engine:** One of the core strategies is the construction of a recommendation engine using LLMs, primarily focused on the investment management sector to provide customized, actionable insights. - **Panel Discussion:** Featured discussions led by company leaders, addressing the evolution of AI in future workplaces, client concerns about generative AI, and GenAI opportunities. ### New Developments - **Proprietary LLM - Allium:** The creation of Fundamental Group’s own LLM, named Allium, marks a strategic initiative to adopt generative AI for market leadership. - **Hackathon Competition:** Concluded with announcing the winners who proposed innovative GenAI applications, providing them an opportunity to develop prototypes. The AI Week fostered a collaborative environment for knowledge sharing, promoting a robust exchange of innovative ideas, with participants from diverse backgrounds within the company contributing to a successful event. # Fundamental Group Partners With New Ai Portfolio Intelligence Platform [cite](https://fundamentalgroup.com/insights/company-news/fundamental-group-partners-with-new-ai-portfolio-intelligence-platform) ## Fundamental Group's Strategic Investment in Nosible Fundamental Group has made a significant investment in Nosible, an AI platform aiding asset managers in data-driven capital allocation. This partnership underscores Fundamental Group's dedication to integrating advanced technology within asset management processes. Nosible effectively enhances asset managers' ability to understand portfolios, using a neural search engine that customizes style analysis based on substantial datasets encompassing 128 company metrics and 15 factors dating back 10 years. ### Nosible's Capabilities - **AI-Driven Style Analysis**: Nosible analyzes investment styles using a comprehensive dataset, delivering tailored insights across various themes, geographies, sectors, and industries. It has processed data for over 42,636 companies listed on more than 80 stock exchanges worldwide. - **Portfolio Evaluation Tools**: Users gain nuanced insights into portfolios, enabling succinct communication with allocators and identification of new investment ideas worldwide. - **Risk and Outlier Identification**: Asset allocators use Nosible to assess fund comparisons, spotlight fund outliers, and uncover potential risks. An upcoming feature will allow visualization of style consistency and tracking style drift in funds. - **Equity Analyst Assistance**: The app expedites the analytical process for equity analysts by detailing peer comparisons, thematic connections, and performance metrics. Nosible removes the necessity for dedicated quant teams, democratizing AI use in investment management. ### Leadership Views Stuart Reid, Nosible's founder, emphasizes the broad applicability of AI in daily products and its pioneering integration into investment management through Nosible. Angus Maclaine, Founder and CEO of Fundamental Group, highlights the strategic alliance with Nosible as a vital step in enhancing client operations and targeting asset management strategies globally, aligning with audience insights derived from AI. ### FAQ **Q:** What is Nosible's main function? **A:** Nosible assists asset managers in data-driven capital allocation by using AI to analyze investment styles and identify investment opportunities. **Q:** How many companies does Nosible's data cover? **A:** Nosible analyzes data from over 42,636 public companies listed on more than 80 stock exchanges globally. **Q:** What upcoming capability will Nosible introduce? **A:** Nosible will soon launch visualization tools for style consistency and monitoring style drift within funds. # Fundamental Media Announces Revolutionary And Enhanced Work From Home Policy [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-announces-revolutionary-and-enhanced-work-from-home-policy) ## Fundamental Media's New "Work from Someone Else's Home" Policy On April 1, 2024, Fundamental Media introduced a novel "Work from Someone Else’s Home" (WFSH) policy, aimed at enhancing work-life balance. This initiative merges the comfort of home work settings with the collaborative aspects of office environments, paving the way for a new work culture. ### Work-Life Balance Insights - Research indicates that 87% of employees miss office camaraderie, while 92% value home flexibility. The WFSH policy addresses both preferences. ### Policy Implementation - Employees are randomly assigned to work from a colleague's home for a week, promoting diverse environments and increased team interaction. - The policy is designed to enhance creativity and prevent monotony. ### Key Features - **Safety and Privacy:** Enhanced guidelines ensure security, with mandatory home-sharing etiquette training and mutual agreements for seamless cooperation. - **Outdoor Work Options:** Exploring "Work from Someone Else's Garden" to utilize outdoor spaces, especially in regions like Scotland, leveraging Starlink for digital security. ### Quote from the CEO Angus Maclaine, CEO of Fundamental Media, highlighted this policy as a testament to innovation and employee well-being, aiming to build an empathetic and dynamic workplace culture. ### Additional Information Interested parties can contact Fundamental Media for more insights on strategic initiatives unrelated to the new WFSH policy announced on April 1. This approach demonstrates a unique solution to modern workplace challenges by integrating flexibility with social interaction, potentially setting a new industry standard. # Fundamental Media Appoints Gordon Kerr As Managing Director United States [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-appoints-gordon-kerr-as-managing-director-united-states) ## Key Appointment Announcement Fundamental Media has appointed Gordon Kerr as Managing Director for the United States, underscoring its commitment to expanding its U.S. operations and enhancing its service offerings. Kerr is tasked with driving the company's continued growth across the North American market, leveraging his extensive experience in media, ad tech, and investment management sectors. ### Gordon Kerr's Background - **Recent Role:** Managing Director at Smartology - **Previous Experience:** Held key positions at the Financial Times, including Group Director of FT Asset Management and Money Media ### Statement from Gordon Kerr Gordon Kerr expressed enthusiasm about his new role, highlighting the evolving landscape of consumer privacy and media consumption. He emphasized the need for innovative solutions to create impactful user experiences, praising Fundamental Media's investments in research, technology, and talent. He is committed to maintaining a high standard of service for the company's prestigious clientele. ### Commentary from Andrew Chesney Andrew Chesney, President of North America at Fundamental Media, is pleased with Kerr’s appointment, pointing out his substantial expertise and insight. Chesney believes Kerr’s focus on data, transparency, and impactful delivery aligns with the company’s values and will be instrumental as the firm transitions into a tech and information-oriented consultancy. ### Related Articles - Benefits of working at Fundamental Group - Latest unique asset manager brand strength research by Fundamental Media - Fundamental Group's inaugural AI Week ### FAQ **Q:** What is Gordon Kerr’s responsibility at Fundamental Media? **A:** As Managing Director, U.S., Kerr is responsible for growing the company's U.S. business and enhancing its product and service offerings. **Q:** What is Kerr's previous experience? **A:** Kerr was most recently Managing Director at Smartology and held significant positions at the Financial Times. # Fundamental Media Employees Coach Year 10s On Post 16 Options [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-employees-coach-year-10s-on-post-16-options) ## Coaching Initiative for Year 10 Students During May, Fundamental Media employees dedicated their time by mentoring Year 10 students from Oasis Hadley Academy as part of a collaborative program with Future Frontiers. Over four successive Thursdays, ten mentors from the London office participated in this coaching initiative designed to assist students in planning their post-16 educational and career pathways. The specific options explored included: - A-levels - BTECs - Apprenticeships - Traineeships ### Program Structure and Impact The program's sessions facilitated introspection among students regarding their aspirations, strengths, and motivations. Mentors enriched these interactions by sharing personal experiences, which helped pupils form a clear vision for their future educational paths and career aspirations. The completion of this program was marked by a graduation ceremony that deeply moved participants. ### Mentor Reflections Ilonka, a Content Marketing Manager, and Amy, an HR Advisor, shared their insights on the program's effectiveness. They highlighted the rewarding nature of mentoring and noted the students' heightened clarity and motivation regarding their future choices. - **Ilonka:** Commended the engagement level of students and the clarity they gained through the program. - **Amy:** Emphasized the personal growth mentors experienced and expressed gratitude towards Future Frontiers for facilitating this impactful experience. This program exemplifies Fundamental Media’s commitment to fostering youth development and supporting educational advancements through company initiatives. By partnering with Future Frontiers, the company plays an active role in shaping the futures of young individuals in their community. # Fundamental Media Is Shortlisted At The Drum B2b Awards [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-is-shortlisted-at-the-drum-b2b-awards-) ## Fundamental Media Achievements On December 1, 2021, Fundamental Media proudly announced winning the 'Best B2B Solution' at The Drum B2B Awards, competing against major players like Cisco and Adobe. This recognition underscores their commitment to innovation in business technology. ### Award-Winning Solutions Fundamental Media's winning solutions, Outcome Analytics, and The Delta Tag, were key contributors to their success at the awards: - **Outcome Analytics**: - A sophisticated campaign analytics platform. - Integrates over 12 unique data sets including ad booking, serving, campaign analytics, and more. - Enables comprehensive campaign performance and insights by merging all datasets. - **The Delta Tag**: - A diagnostic solution for the post-cookie digital environment. - Non-cookie-based technology ensuring no personal data is recorded, complying with GDPR, CCPA, and PECR. - Capable of bypassing obstacles like cookie consent and ad blockers. - Accurately tracks user journeys and enhances campaign measurement. ### Innovation Focus The recognition from The Drum B2B Awards validates Fundamental Media's strategic shift towards technological innovation. Their proprietary solutions have been crafted to address future media and marketing challenges, particularly benefiting clients in asset management and business education sectors. ###FAQ **Q:** What award did Fundamental Media win at The Drum B2B Awards? **A:** They won the 'Best B2B Solution' award. **Q:** What are Outcome Analytics and The Delta Tag? **A:** Outcome Analytics is a next-generation campaign analytics platform, while The Delta Tag is a diagnostic solution for accurate campaign data measurement in the post-cookie era. **Q:** How does The Delta Tag ensure compliance with privacy regulations? **A:** It operates without recording personally identifiable information, adhering to GDPR, CCPA, and PECR. # Fundamental Media Launches Major Advertisement Campaign [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-launches-major-advertisement-campaign) ## Major Advertisement Campaign Launch On April 1, 2021, Fundamental Media initiated its largest advertising campaign to date. This campaign strategically places advertisements in key global cities such as London, New York, Boston, Hong Kong, Sydney, and Paris. The initiative aims to broaden the brand's audience reach, particularly targeting marketing professionals in fund management and business education. ### Campaign Strategy The advertising approach involves prominent locations, leveraging high-visibility areas like Times Square in New York City and Leicester Square in London. Billboards erected in cities like Paris, Amsterdam, Rotterdam, Tokyo, Sydney, and Hong Kong aim to capture the attention of professionals during their commutes or daily outdoor activities. ### Innovation and Technology Fundamental Media utilizes its proprietary technology and research insights to craft impactful advertising strategies. The campaign is designed to be innovative and is tailored based on research from the Fundamental Monitor, which highlights the opportune moments of the year, like early Spring, when target audiences are most receptive to advertisements. The campaign further integrates third-party research, emphasizing creativity, innovation, and reliability as key considerations in media agency selection. ### Unique Advertising Feature: Zeppelins Capitalizing on nostalgic and adventurous connotations associated with zeppelins, Fundamental Media commissioned the creation of four zeppelins. These are strategically deployed, with three flying over London, Boston, and Berlin, and one tethered to the Empire State Building. This extraordinary feature aims to harness positive emotional reactions and enhance brand visibility among the target audiences. By leveraging both traditional advertising mediums and unique vehicles like zeppelins, Fundamental Media endeavors to amplify its brand message effectively across diverse global platforms. # Fundamental Media Releases Latest Unique Asset Manager Brand Strength Research [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-releases-latest-unique-asset-manager-brand-strength-research) ## Fundamental Media's Global Brand Survey 2024 On May 31, 2024, Fundamental Media released its latest Global Brand Survey, offering unique insights into the brand perceptions of asset managers across Europe. This comprehensive research gathered views from 902 financial intermediaries in the UK, Germany, Italy, France, Spain, Switzerland, and the Netherlands. ### Key Findings: - **Research Scope:** Evaluates asset managers' strengths and market standing across seven European countries. - **Intermediary Preferences:** - **Italy & Spain:** Favor global asset managers, with Spain also recognizing local expertise in specific areas. - **Netherlands, UK & France:** Show a preference for local managers. - **Switzerland & Germany:** Display mixed preferences between global and local managers. - **Country-Specific Preferences:** - **Germany:** Values qualitative, analytical managers with broad offerings. - **UK:** Prefers established and partner-oriented managers. - **Spain:** Leans towards personable managers. - **France & Italy:** Favor managers who act as partners and offer wide product ranges, with a qualitative approach being important for French intermediaries. ### Implications: These insights are critical for asset management marketers aiming to strengthen their brands in European markets. Understanding ongoing intermediary sentiment and competitor strengths can significantly influence future marketing strategies. ### Additional Information: - Fundamental Media is part of the Fundamental Group, known globally for its media, marketing, and tech solutions in the asset management sector. - The Global Brand Survey, conducted since 2016, spans key financial markets including the UK, US, and several European and Asia-Pacific countries. - Fundamental Media offers free data presentations to journalists interested in exploring these findings further. # Fundamental Media Solves Major Remote Working Issue App [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-solves-major-remote-working-issue-app) ## Fundamental Media's Facial Recognition App Launch On April 1, 2022, Fundamental Media launched a new facial recognition app to address a common issue encountered by employees returning to office settings post-pandemic. Many employees struggle to recognize colleagues in person after extended periods of remote work, a challenge compounded by changes in appearance like the growth of “lockdown beards.” **Key Features of the App:** - **Identification Assistance:** The app helps users match faces to names and job roles by scanning a colleague’s face. - **Personal Insights:** Provides information on coworkers' hobbies and interests to facilitate smoother social interactions. - **Conversation Tips:** An ‘avoid’ section highlights topics that could lead to lengthy discussions, helping users navigate office conversations tactfully. The app is particularly relevant due to findings indicating a decline in social skills and facial recognition abilities during the pandemic. As employees return to office environments, the app seeks to ease transitions by reducing social awkwardness and enhancing interpersonal communication. **Availability:** - **For Employees:** Provided for free to Fundamental Media’s global workforce. - **For External Parties:** Available at a small premium. The release aligns with the gradual easing of Covid restrictions and the normalization of flexible work arrangements. As businesses resume in-office operations, Fundamental Media’s app offers a practical solution for improving workplace dynamics amidst evolving work habits. ### FAQ **Q:** What problem does the app solve? **A:** It assists in recognizing colleagues' faces when transitioning from virtual to in-person interactions post-pandemic. **Q:** How does the app improve social interactions? **A:** By providing name, job role, hobbies, interests, and conversation tips to foster engaging and mindful conversations. # Fundamental Media Wins At The Investment Marketing And Innovation Awards 2021 [cite](https://fundamentalgroup.com/insights/company-news/fundamental-media-wins-at-the-investment-marketing-and-innovation-awards-2021-) ## Fundamental Media Wins at Investment Marketing and Innovation Awards 2021 On 28 September 2021, Fundamental Media received the award for 'Best use of Marketing Technology and Data' at the Investment Marketing and Innovation Awards 2021. This recognition was for their innovative solution, The Delta Tag, which first launched in December 2020. ### The Delta Tag Overview - **Purpose:** Designed to enhance advertising campaign attribution amidst challenges posed by privacy regulations, ad blockers, cookie consent, and bots. - **Functionality:** The Delta Tag uses a distinct code transferred during ad clicks to a landing page, transforming basic analytics into verified client entry attribution. - **Advantages:** - Delivers higher accuracy in last-click attribution. - Remains unaffected by cookie consent platforms and ad blockers. - Operates without using cookies or collecting personally identifiable information, adhering to GDPR, CCPA, and PECR standards. ### Judge's Remark The Delta Tag was highlighted by judges for solving a prevalent attribution issue, offering marketers enhanced insights into campaign success metrics. For further details about The Delta Tag and other winners, visit the investment marketing awards site. ### FAQ **Q:** What is The Delta Tag? **A:** The Delta Tag is a proprietary solution by Fundamental Media designed to provide accurate, transparent, and compliant campaign attribution without relying on cookies. **Q:** Why does The Delta Tag not use cookies? **A:** To comply with privacy regulations such as GDPR, CCPA, and PECR and to ensure it operates seamlessly alongside cookie consent platforms and ad blockers. # Fundamental Medias Cycle Athon Raises 7785 For Ukraine [cite](https://fundamentalgroup.com/insights/company-news/fundamental-medias-cycle-athon-raises-7785-for-ukraine) ## Fundraising Effort for Ukraine Fundamental Media organized a 24-hour cycle-athon to raise funds for British-Ukrainian Aid amidst the ongoing conflict in Ukraine. Inspired by the situation and colleagues directly affected, the team sought ways to provide meaningful support. ### Event Details - **Concept Originator:** Harry Kempe, Account Director - **Event Date and Duration:** Commenced on 6th April at 11 am; concluded 11 am the next day - **Objective:** Cycle the distance equivalent to Kyiv and back - **Participants:** Over 30 volunteers participated in shifts - **Total Distance Covered:** 2600 km ### Support and Participation The event notably involved both international colleagues and partners, who contributed through cycling and donations. Entertainment during the event included music from Taylor Swift and episodes of "Friends" on Netflix, supplemented by energy drinks, sustaining the cyclists’ spirits and energy. ### Fundraising Achievement - **Total Funds Raised:** £7,785 - **Recipient of Donations:** British-Ukrainian Aid The successful completion of the cycle-athon underscores a collective effort involving not only employees but also clients, family, and friends. Their contributions and participation highlight a strong community spirit and dedication to aiding those affected by the Ukraine conflict. ### Special Thanks Expressions of gratitude extend to all organizers, volunteer cyclists, and supporters whose combined efforts led to the event's success. Their involvement was crucial in reaching the fundraising goal and demonstrating solidarity with those impacted by the war in Ukraine. # Happy 1st Of April [cite](https://fundamentalgroup.com/insights/company-news/happy-1st-of-april) ## Fundamental Insights - April Fools' Day The page appears to acknowledge April Fools' Day humorously with its "Happy 1st of April!" mention. This suggests a light-hearted entry among the more serious topics typically covered by Fundamental Media. ### Categories and Topics - Fundamental Media Insights - Company News The referenced articles relate to various aspects of company and industry updates, such as: - **Employee Benefits**: Discussing perks and advantages for employees within the Fundamental Group. - **Brand Research**: Releasing data on asset manager brand strength. - **AI Initiatives**: Hosting an AI-focused event week. ### Key Points - **Company News and Insights**: Fundamental Group shares updates that can impact how the company is perceived, both by employees and the wider industry. - **Commitment to Innovation**: The mention of AI Week reflects the group's dedication to staying at the technological forefront. # Why We Enjoy Working At Fundamental Group [cite](https://fundamentalgroup.com/insights/company-news/why-we-enjoy-working-at-fundamental-group) ## Benefits of Working at Fundamental Group Marking its 20th anniversary, the Fundamental Group emphasizes the value it places on its employees by highlighting 20 reasons why staff enjoy working there. Within this celebratory context, the organization showcases a range of advantages and career opportunities offered to its employees. These benefits and opportunities align with the company's commitment to make employees feel integral to its mission and success. Employees at Fundamental Group benefit from: - A commitment to valuing and recognizing hard work. - A diverse range of career opportunities. - Support in personal and professional growth. The company's efforts to celebrate its workforce are a testament to its premise that employees are essential to its operations and success. ### Similar Corporate Initiatives The page also briefly mentions other initiatives by Fundamental Group which include: - Conducting unique asset manager brand strength research. - Organizing its first-ever AI Week. - Announcing revolutionary enhancements in their work-from-home policy. ### Privacy and Technology Approach Fundamental Group is noted for its distinctive approach to site interaction monitoring, implementing cookie-free technology to ensure user privacy. This positions the company as respectful and innovative in their data handling practices. ###FAQ **Q:** How does Fundamental Group celebrate employee contributions? **A:** By offering career opportunities, promoting growth, and highlighting 20 reasons for staff satisfaction as part of their 20th-anniversary celebrations. **Q:** What unique policies does Fundamental Media embrace? **A:** They utilize cookie-free technology for site interaction monitoring, respecting user privacy. # Competitor Alerts [cite](https://fundamentalgroup.com/insights/competitor-alerts) ## Advertising Trends in Different Regions - **Europe:** - Advertising for ESG (Environmental, Social, and Governance) promotion is decreasing, constituting a smaller share. - Fixed income advertising is prominent, with over one-third of European advertising focusing on this category. - There is a shift in ESG advertising towards insights promotion. - **APAC (Asia-Pacific):** - Less advertising is dedicated to ESG promotion when compared to previous periods. - An increase in advertising for fixed income and ETFs is observed. - ESG advertising saw a recovery after declining in the first quarter. - A record number of advertisers are focusing on equities, fixed income, and ETFs. - **North America:** - A record number of advertisers are focusing on fixed income and ETFs. - More than half of the advertising is concentrated on ETFs. ### Competitor Signals - There is a notable increase in the number of asset managers promoting fixed income products across Europe. - The advertising strategies indicate significant shifts towards focusing on specific asset types like fixed income and ETFs across various regions. ### Additional Notes - The Fundamental Group uses cookie-free technology for site interaction monitoring, emphasizing user privacy. - Fundamental Group is a registered entity associated with Fundamental Media Limited, located in London. # Advertisers In Apac Refocus On Fund Promotion [cite](https://fundamentalgroup.com/insights/competitor-alerts/advertisers-in-apac-refocus-on-fund-promotion) ## Key Insights on APAC Advertising Trends in Q1 2024 Asset managers in the Asia-Pacific (APAC) region shifted their advertising focus towards fund promotion in the first quarter of 2024. This period marked a return to usual advertising activities following an unusual surge in event promotions in the previous quarter. The data from Fundamental Monitor provides detailed insights into these advertising patterns. - **Fund Promotion**: Advertising dedicated to fund promotion saw a significant increase, climbing to 58% from 41% in Q4 2023. This marks the largest portion of advertising efforts. - **Brand and Insights Campaigns**: Both brand campaigns and insights promotions saw a slight decrease, constituting 34% and 9% of the total advertising, respectively. - **Equities Advertising**: There was a notable rise in equity promotions, at 35%, attributed to prominent campaigns such as those by Platinum in Australia. This increase overshadowed fixed income advertising, which dropped to only 3%, down from 10%. - **ETFs and ESG**: ETF advertising continued to decline, representing just 7% of the total advertising. ESG advertising witnessed a sharp drop to 1%, echoing trends from the previous year. - **Active Advertisers Decline**: There was a reduction in the number of active advertisers for key strategies. Fixed income had 13 active advertisers, down from 22 in Q4. This pattern was similar for ETFs and equities, which also experienced reduced numbers of active advertisers. - **Audience Engagement**: Data from Alphix Solutions indicates that audience engagement with equities content decreased by between 21% to 51%. There was also diminished consumption of fixed income, ESG, and ETF content, possibly reflecting the reduced advertising focus on these areas. The insights illustrate a strategic shift towards fund promotion and a general decline in advertiser activity for specific investment strategies in the APAC region. # Apac Advertisers Move Towards Fund Promotion [cite](https://fundamentalgroup.com/insights/competitor-alerts/apac-advertisers-move-towards-fund-promotion) ## Key Insights on APAC Advertisers Q3 2023 In Q3 2023, there was a notable shift in advertising strategies among asset managers in the APAC region, as tracked by Fundamental Monitor. - **Fund Promotion**: Fund promotion became predominant, comprising 58% of overall asset management advertising in Q3, significantly up from 33% in Q2. - **Brand and Insights Campaigns**: The share for brand campaigns declined from 42% in Q2 to 24% in Q3, while insights advertising saw a reduction from 25% to 18%. - **Equities Advertising**: This experienced a substantial drop, accounting for just 5% in Q3 compared to 21% in Q2. However, a greater number of advertisers (17 in Q3 vs 13 in Q2) continued to promote equities. - **Fixed Income, ETFs, and ESG**: There was a small increase in fixed income advertising to 11%, whereas ETF advertising held steady at 14%. The number of firms promoting these assets rose, including an uptick in ESG advertisers. Despite this, ESG and multi-asset advertisements remained lower compared to previous years, with multi-asset advertisers decreasing from 6 in Q2 to 3 in Q3. ### Campaign Examples - **Fund Promotion**: La Trobe Financial, J.P. Morgan Asset Management - **Fixed Income**: Alliance Bernstein - **ETFs**: Global X Funds These statistics highlight a strategic pivot towards fund promotion, with a reduced focus on brand, insights, and particularly equities advertising within the APAC region. The data reflect both a strategic adaptation to market conditions and a dynamic approach to asset promotion. # Apac Advertisers Revert Back To Brand Campaigns [cite](https://fundamentalgroup.com/insights/competitor-alerts/apac-advertisers-revert-back-to-brand-campaigns) ## APAC Advertisers Shift to Brand Campaigns In the Asia Pacific (APAC) region during the second quarter (Q2) of 2022, asset managers demonstrated a marked shift in advertising strategies, as revealed by data from Fundamental Monitor. The emphasis transitioned from fund promotions to brand campaigns. ### Key Trends in Q2 2022: - **Brand Campaigns:** These rose to account for 45% of all asset management advertising, a significant increase from 24% in the first quarter (Q1). - **Fund Promotion:** There was a notable decline from 58% in Q1 to 35% in Q2. - **Insights Advertising:** This remained constant at 18%. ### Advertising Focus Areas: - **Fixed Income:** Advertising focused on fixed income products increased, representing 13% of all digital advertising in the region in Q2, a rise from 7% in Q1. - **Exchange-Traded Funds (ETFs):** ETF advertising also saw a notable increase from 3% in Q1 to 11% in Q2. ### Other Observations: - **Multi-Asset Advertising:** Declined to typical levels following JP Morgan’s extensive multi-asset campaign in Q1. - **Environmental, Social, and Governance (ESG):** While ESG advertising increased since Q1, it did not reach the heights of the latter half of 2021. Nonetheless, the number of advertisers focusing on ESG reached a historic high (30). ### Examples of Prominent Q2 Campaigns: - **Blackstone:** Brand campaign. - **Nomura:** Focused on insights and equities. - **BlackRock:** Concentrated on ETFs. ### FAQ **Q:** What was the most significant trend in APAC advertising for asset managers in Q2 2022? **A:** The most significant trend was the shift back to brand campaigns, which became the dominant advertising strategy, comprising 45% of all campaigns. **Q:** Which advertising sector saw increased focus in Q2? **A:** Both fixed income and ETFs saw increased advertising, each significantly growing their share in Q2. # Apac Advertisers Shift From Etfs To Equities [cite](https://fundamentalgroup.com/insights/competitor-alerts/apac-advertisers-shift-from-etfs-to-equities) ## APAC Advertisers Shift from ETFs to Equities In the APAC region, the focus of asset management advertising shifted significantly towards equities in Q2 2023. Key insights from Fundamental Monitor indicated that 21% of advertising was dedicated to equities, marking the highest level since 2020. This shift comes after Q1 2023 recorded the highest advertising share for ETFs at 25%, which then plummeted to 14% in Q2. ### Advertising Trends - **Equities**: Increased focus with 21% of advertising dedication, despite a drop in the number of advertisers from 19 in Q1 to 13 in Q2. - **ETFs**: Decreased from 25% share in Q1 to 14% in Q2. - **Fixed Income**: Advertising grew from 4% in Q1 to 10% in Q2. - **ESG Promotion**: Slight increase from Q1 but remains below levels seen in previous years. ### Advertising Segment Changes - **Fund Promotion**: Declined significantly from 51% to 33% in Q2. - **Insights Campaigns**: Rose from 14% in Q1 to 25% in Q2. - **Brand Campaigns**: Increased from 34% to 42%. ### Notable Campaigns in Q2 2023 - **Brand**: Prudential Global Investment Management - **Fund Promotion**: Franklin Templeton - **Equities**: Federated Hermes - **Fixed Income**: PIMCO - **ETFs**: BetaShares This shift in advertising strategy highlights a strategic realignment, with equities taking precedence backed by notable campaigns. The decrease in fund promotion underscores a pivot towards more insight and brand-focused campaigns within APAC. # Apac Esg Advertisers Continue To Shift Back Towards Insights Promotion [cite](https://fundamentalgroup.com/insights/competitor-alerts/apac-esg-advertisers-continue-to-shift-back-towards-insights-promotion) ## Key Findings on APAC ESG Advertising Trends APAC ESG advertisers are increasingly focusing on promoting insight-based pieces over traditional brand campaigns, as revealed by Fundamental Monitor's data. This trend is evident through several key statistics and observations from Q4 2022: - **Insight Promotion Growth**: ESG thought leadership campaigns saw a notable increase over 2022. From a 42% share in Q1, it dipped to 25% in Q2, but recovered to 39% in Q3 and reached a peak of 45% in Q4. This indicates a growing preference for informative content over direct brand advertisements. - **Impact on Brand Campaigns**: The emphasis on insights adversely affected brand campaigns, which constituted just 18% of ESG advertising in Q4. ESG fund promotions occupied the remaining 36%. - **Overall ESG Advertising**: In Q4, ESG advertising accounted for 12% of all asset manager ad activities in APAC, a rise from 9% in Q3. For advertisers active in ESG promotion, these activities encompassed 29% of their total advertising, up from 22% in the prior quarter. - **Decline in Active Advertisers**: Despite increased advertising focus on ESG, there was a slight decrease in the number of asset managers actively promoting these themes—down to 25 from 26 in Q3. Key players concentrating exclusively on ESG included American Century Investments, Australian Ethical, Aviva Investors, AXA Investment Managers, and Newton Investment Management. - **Regional Market Activity**: Australia and Hong Kong were the busiest markets, home to 15 and 11 active ESG advertisers, respectively, followed by Singapore (8) and Japan (7). ### Observed ESG Campaigns Prominent ESG campaigns during Q4 included initiatives by Abrdn, Robeco, and Schroders. # Apac Sees A Drop In Esg Advertising Activity [cite](https://fundamentalgroup.com/insights/competitor-alerts/apac-sees-a-drop-in-esg-advertising-activity) ## APAC ESG Advertising Activity in Q3 2022 In the third quarter of 2022, APAC experienced a noticeable decline in Environmental, Social, and Governance (ESG) advertising activities among asset managers. #### Key Statistics: - **Advertising Share**: ESG campaigns constituted only 9% of the total APAC asset management advertising in Q3, a drop from 14% in Q2. - **Advertising Spend by ESG Advertisers**: The proportion dedicated to promoting responsible investing among active ESG advertisers fell from 28% in Q2 to 22% in Q3. - **Number of ESG Advertisers**: The count of ESG-focused asset managers in the market fell from 30 in Q2 to 26 in Q3. #### Focus Areas: - **Primary Advertisers**: Notable players included Aviva Investors, abrdn, UOB Asset Management, and Australian Ethical, who were solely focused on ESG promotion. - **Insight Promotion**: There was a significant increase in the promotion of ESG insights, rising to 39% of ESG advertising in Q3 compared to 25% in Q2. - **Regional Presence**: Advertising was most prevalent in Australia (17 advertisers), followed by Hong Kong (11), and Singapore (9). #### Campaign Examples: Prominent ESG campaigns in the APAC region during Q3 included those by Nomura Asset Management, Fidelity International, and abrdn. This decline in ESG advertising activity highlights a shift in focus and possibly changing priorities among asset managers in the APAC region. While the overall number of campaigns and advertisers decreased, the emphasis on ESG insights increased, indicating a strategic pivot toward providing more in-depth information in advertising content. # Apac Sees Record Number Of Esg Advertisers In Q4 [cite](https://fundamentalgroup.com/insights/competitor-alerts/apac-sees-record-number-of-esg-advertisers-in-q4) ## ESG Advertising Trends in APAC Q4 2021 In Q4 2021, the Asia Pacific region experienced a record number of asset managers promoting Environmental, Social, and Governance (ESG) initiatives in their advertising campaigns, according to data from the Fundamental Monitor. ### Key Data Points - **Increase in ESG Advertisers:** The number of asset managers advertising ESG reached 28, compared to 21 in the previous quarter (Q3 2021). - **Ad Budget Allocation:** Asset managers increased their budget allocation to ESG promotion from 19% in Q3 to 28% in Q4. However, for those actively focused on ESG, the specific allocation decreased slightly, averaging 43% in Q4 from 51% in Q3. - **Purpose of Advertising:** - Insights remained a predominant advertising purpose at 57%. - Fund promotion increased to 30% from 24% in Q3. - Brand advertising saw a decrease from 19% to 13%. ### Geographical Insights - Australia, Singapore, and Hong Kong were the top markets, with 16, 15, and 13 active ESG advertisers, respectively, during Q4. ### Top ESG Advertisers Ten companies were particularly focused on ESG promotion: - Amundi Asset Management - Robeco - Aviva Investors - Natixis Global Asset Management - UOB Asset Management - FE Investments - Ninety One - Federated Hermes - Lombard Odier Investment Managers - Gresham House These trends indicate a substantial commitment to ESG by asset managers in the APAC region, with an increased allocation of resources towards advertising these initiatives. The focus predominantly lies in insight-driven content, with targeted efforts in particular markets contributing to the growth of ESG advertising in this area. # Apac Sees Record Share Of Advertising Focused On Etfs [cite](https://fundamentalgroup.com/insights/competitor-alerts/apac-sees-record-share-of-advertising-focused-on-etfs) ## APAC Advertising Trends in Q1 2023 During Q1 2023, the Asia-Pacific (APAC) region witnessed a significant focus on advertising exchange-traded funds (ETFs). Key insights from this period indicate: - **Advertising Allocation**: - ETFs captured 25% of all asset management advertising budgets, marking the highest allocation since Q1 2020. - Promotion for ESG strategies sharply decreased to 1%, due to poor performances in 2022. - Advertising for equities and fixed income also dropped to 4% each compared to Q4 2022. - **Advertiser Participation**: - The number of advertisers promoting ETFs remained stable at 14 since Q3 2022. - ESG advertising participants halved from 25 to 12 compared to the previous quarter. - Equities advertising saw an increase with 19 advertisers, up from 11, whereas fixed income dropped from 18 advertisers to 12. ### Advertising Purpose and Campaign Examples Advertising purposes and campaigns across APAC during this period showed the following trends: - **Purpose of Advertising**: - Fund promotion increased by five percentage points, reaching 51%. - Brand campaigns saw a slight decrease to 34%. - Promotion of insights fell to 14%. - **Campaign Examples**: - **Fund Promotion**: La Trobe Financial - **Brand Campaign**: J.P. Morgan Asset Management - **Insights**: Fidelity - **ETFs**: BlackRock and J.P. Morgan Asset Management This data reflects evolving strategies and shifts in asset management advertising within the APAC region, highlighting a robust focus on ETFs amidst changing priorities for other asset classes. # Asset Managers Allocate More Than Half Of North American Advertising To Etfs During Q4 [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-allocate-more-than-half-of-north-american-advertising-to-etfs-during-q4) ## Key Insights on North American Advertising in Q4 2021 - **ETFs Dominate Advertising Spend**: In Q4 2021, asset managers in North America allocated 57% of their advertising to Exchange Traded Funds (ETFs), marking the highest percentage since the beginning of 2020. - **Shift in Advertising Purpose**: Insights have overtaken fund promotion as the leading purpose for advertising, capturing 39% of total ad volume, up from 13% in Q3 2021. Meanwhile, fund promotion reduced from 48% to 33%. - **Sector-Specific Advertising Trends**: - **Fixed Income**: Consistent at 3% of total advertising. - **Equities**: Experienced a decline, falling from 33% in Q3 to 27% in Q4. - **ESG Advertising**: Remains low in North America at 5%, albeit with an increase in ESG promoters from 14 in Q3 to 21 in Q4, indicating the highest since 2020. - **Brand Campaigns**: These accounted for 26% of advertising, slightly down from 36% the previous quarter. - **Increase in Advertisers**: - **ETFs**: Advertisers rose from 18 in Q3 to 21 in Q4. - **Equities and Fixed Income**: Advertisers increased to 15 and 18 respectively. - **Multi Asset**: One more advertiser joined the market, increasing from two to three. ### Examples of Notable Campaigns - **State Street Global Advisors**: Focused on both insights and ETFs. - **Franklin Templeton**: Concentrated on fund promotion. - **PIMCO**: Engaged in brand-focused advertising. These insights reveal a strategic pivot in advertising focuses and strategies amongst asset managers in North America, reflecting evolving market trends and preferences. # Asset Managers Continue To Favour Brand Campaigns In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-continue-to-favour-brand-campaigns-in-europe) ## Advertising Trends for Asset Managers in Europe, Q1 2023 Asset managers in Europe continue to prioritize brand campaigns in their advertising efforts, according to data from Fundamental Monitor. Here is a summary of the advertising distribution and trends observed in the first quarter of 2023: - **Brand Campaigns**: The leading advertising strategy, making up 44% of all advertising. Although this is a slight decrease compared to 46% in the previous quarter, it remains the dominant focus. - **Thought Leadership**: This saw an increase, representing 30% of advertising, up from 23% in Q4 2022. - **Fund Promotion**: Witnessed a decrease, accounting for 25% of advertising compared to 30% previously. - **ESG Promotion**: Dropped to its lowest level since Q1 2021, comprising only 11% of advertisements. The number of advertisers in this category fell from 43 in Q4 2022 to 29 in Q1 2023. - **Fixed Income and Equities**: Fixed income advertising rose slightly to 11%, while equities increased from 2% to 5%. Multi assets reached 5%, the highest since Q1 2021. - **ETFs**: Advertisement for ETFs fell significantly, with only six advertisers, marking the lowest number since early 2020. ### Notable Campaign Examples - **Brand Campaign**: Winton - **Thought Leadership**: Northern Trust - **Fund Promotion**: Capital Group - **Equities**: Federated Hermes - **Fixed Income**: Nordea Asset Management These insights indicate that despite slight fluctuations, brand campaigns remain a favored strategy in Europe, with an increased interest in thought leadership, while ESG and ETF promotions see a downturn. # Asset Managers Dedicate Less Advertising To Esg Promotion In Apac [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-dedicate-less-advertising-to-esg-promotion-in-apac) ## ESG Advertising in APAC: Key Insights In Q3 2024, ESG (Environmental, Social, and Governance) advertising represented just 5% of all asset management advertising in the APAC region, a decrease from 11% in the previous quarter, as per data from the Fundamental Monitor. Among 89 asset managers, only eight incorporated ESG themes in their marketing strategies. When considering the subset of those actively promoting ESG, the share of advertising dedicated to ESG was 18%, down from 48% in Q2. ### ESG Advertisers and Focus Areas - **Prominent Players:** Russell Investments stood out as the sole entity focusing entirely on responsible investing. Other active ESG advertisers included four in Australia, three in Singapore, and two each in Hong Kong and Taiwan. No ESG advertising was noted in India, Korea, and Japan. - **Content Type:** Thought leadership promotion dominated, accounting for 78% of ESG advertising, a slight decrease from 85% in Q2. Fund promotions rose to 16% from 3% previously, while ESG brand campaigns fell to 5% from 12%. ### Investor Content Engagement Alphix Solutions reported that ESG content consumption on asset managers' websites in the APAC region dropped by 1% to 30% compared to the 365-day rolling average. Interest varied greatly across countries: - **Taiwan:** Investor interest saw a significant decline of 32% to 83% below average. - **Singapore:** Interest dropped by 14% to 31%. - **Australia and Hong Kong:** Both regions experienced below-average consumption, though they had some weeks with positive spikes. ### Notable ESG Campaigns Examples of ESG campaigns active in Q3 2024 in the APAC market included: - **Robeco** - **AXA Investment Managers** - **Allianz Global Investors** # Asset Managers Focus More On Esg Advertising In Europe During Q4 [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-focus-more-on-esg-advertising-in-europe-during-q4) ## ESG Advertising Insights in Europe - Q4 2021 In the fourth quarter of 2021, asset managers significantly increased their focus on Environmental, Social, and Governance (ESG) advertising in Europe. According to data from Fundamental Monitor, the number of asset managers promoting ESG initiatives rose to 61 from 46 in the previous quarter. ### Advertising Expenditure - ESG advertising's share of total online advertising in asset management increased from 7% to 19% between Q3 and Q4 2021. - Vontobel's large sponsorship campaign in Germany skewed figures; excluding this, ESG advertising rose from 23% to 44%. - For asset managers specifically promoting ESG, their ESG advertising share grew from 8% to 21%, and from 38% to 54% without Vontobel. ### Changes in Advertising Focus - Q4 saw a strategic shift with 55% of ESG advertising emphasizing insights, over fund promotions and brand campaigns which dropped to 27% and 18%, respectively. ### Geographic and Industry Trends - The UK recorded the highest number of ESG advertisers (38), followed closely by Germany and Switzerland (25 each) and Spain (23). - Thirteen asset managers exclusively focused their advertising on ESG during Q4, including Nordea Investment Funds, Royal London Asset Management, NN Investment Partners, and others. ### Engagement and Social Media Despite intensified ESG advertising, these campaigns continue to drive strong engagement among both professional and end investors. ESG remains a consistently engaging topic in asset managers' social media presence, ranking within the top five topics. This increase in focus on ESG indicates the growing importance of sustainable investment practices and communication to investors across Europe. # Asset Managers Increase Esg Advertising In Apac [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-increase-esg-advertising-in-apac) ## Increase in ESG Advertising in APAC The report by Fundamental Monitor reveals significant growth in ESG (Environmental, Social, and Governance) advertising in the APAC region. In Q4 2023, ESG advertising's share of total asset management advertising rose to 13% from 4% in the previous quarter (Q3). ### Key Insights - **Engagement**: Out of 71 asset management advertisers in APAC, 12 engaged in ESG promotion during Q4. These 12 firms allocated 75% of their total advertising resources to responsible investing, up from just 23% in Q3. - **Market Activity**: ESG advertising was active in all monitored APAC markets, with the most significant activity in: - Australia (7 advertisers) - Taiwan (6 advertisers) - Hong Kong and Singapore (5 advertisers each) - **Focused Advertisers**: BNP Paribas Asset Management and Australian Ethical exclusively focused on ESG advertising during Q4. ### Advertising Trends - **Fund Promotion Dominance**: ESG advertising primarily targeted fund promotion, which accounted for 73% of all ESG advertising in Q4, a notable increase from 54% in Q3. - **Decrease in Other Campaign Types**: ESG brand campaigns and thought leadership saw declines, with brand campaigns falling from 36% to 22% and insights promotions dropping from 10% to 6% of total ESG advertising. ### Examples of ESG Campaigns - **Notable Companies Involved**: - Franklin Templeton - Fidelity International - Natixis Global Asset Management The shift indicates a growing emphasis on promoting responsible investment funds in the APAC region, with a particular focus on expanding ESG profile and reach among key asset managers. # Asset Managers Increase Fixed Income And Etf Advertising In Apac [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-increase-fixed-income-and-etf-advertising-in-apac) ## Overview of Advertising Trends in APAC During Q3 2024, asset managers in the APAC region significantly increased their advertising focus on fixed income and Exchange-Traded Funds (ETFs). This shift marks a substantial change from the previous quarter, as detailed by data from Fundamental Monitor. ### Key Advertising Developments: - **Fixed Income Advertising**: Increased from 6% in Q2 to 30% in Q3. - **ETFs Promotion**: Jumped from 5% to 26% over the same period. - **Equities Advertising**: Doubled from 6% in Q2 to 13% in Q3. - **Multi-Asset Advertising**: Grew from 1% to 2%. Conversely, Environmental, Social, and Governance (ESG) advertising decreased from 11% to 5% during the quarter. ### Advertising Objectives: - **Fund Promotion**: Dominated at 61%, up from 30% in the previous quarter. - **Brand Campaigns**: Decreased from 42% to 17%. - **Thought Leadership Promotion**: Fell from 28% to 21%. ### Discrepancies in Investor Interest Despite the strategic push in advertising, Alphix Solutions data highlighted a disconnection between advertising efforts and investor content consumption on asset managers' websites. - **ETF Content**: Consumption was notably lower, decreasing by 6% to 47% compared to a 365-day rolling average. - **Fixed Income Content**: Displayed varied performance, ranging from 26% higher to 25% lower. - **Equities and Multi-Asset Content**: Varied performance with sporadic increases. - **ESG Content**: Consistently down, ranging between -2% and -34%. ### Campaign Examples: - **Fixed Income**: Featured Franklin Templeton. - **ETFs**: Led by BlackRock. - **Fund Promotion**: Involved Metrics Capital Partners. - **Brand Campaigns**: Prominent with Fidelity International. - **Insights Promotion**: Highlighted by PIMCO. Despite increased advertising efforts, fewer asset managers actively promoted fixed income and ETFs in Q3, indicating a complex interaction between advertising strategy and market interest. # Asset Managers Less Focused On Promoting Esg In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-less-focused-on-promoting-esg-in-europe) ## Asset Managers' ESG Promotion in Europe - Q1 2023 During the first quarter of 2023, there has been a notable decline in the promotion of Environmental, Social, and Governance (ESG) practices by asset managers in Europe. According to Fundamental Monitor, only 27 of the 91 actively advertising asset managers focused on responsible investing, a significant decrease from 43 in the previous quarter. ### Key Findings - **Advertising Focus**: In Q1 2023, only 11% of total advertising was dedicated to ESG, marking the lowest point since Q2 2021. This is a considerable drop from 18% in Q4 2022. - **Leading ESG Advertisers**: Five asset managers—Eurizon Capital, Robeco, Royal London Asset Management, Eden Tree Investment Management, and Alliance Bernstein—were solely concentrating on ESG advertising. - **Market Insights**: Despite the dip in overall numbers, asset managers that were actively promoting ESG in Q4 allocated 45% of their advertising to ESG, an increase from 24% the previous quarter. - **Regional Activity**: The UK, Italy, Benelux, and Switzerland had the highest number of ESG advertisers, with 13, 11, 10, and 10, respectively. - **Ad Purpose Trends**: ESG brand campaigns comprised 34% of all ESG campaigns, slightly down from 36% in Q4. ESG thought leadership experienced a marginal decline from 44% to 41%, while fund promotion saw an increase from 20% to 23%. ### Context and Future Outlook The data reflects asset managers' strategic responses to challenges faced by ESG strategies, notably the underperformance in 2022, where 78% of global ESG equity strategies lagged behind their benchmarks. Fundamental Monitor will continuously track these advertising behaviors to determine the longevity of this trend. ### Noteworthy ESG Campaigns in Europe - Allianz Global Investors - Eurizon Capital - J.P. Morgan Asset Management # Asset Managers Mainly Promoting Insights In Europe During Q4 [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-mainly-promoting-insights-in-europe-during-q4) ## Key Advertising Trends for Asset Managers in Q4 2021 During the fourth quarter of 2021, asset managers in Europe heavily focused on advertising insights, continuing the region's leadership in environmental, social, and governance (ESG) promotion. According to data from Fundamental Monitor, advertising insights emerged as the most popular segment, despite fund promotion appearing larger due to the significant Vontobel bonus certificates campaign carried over from Q3. ### Advertising Breakdown - **Insights**: Commanded 41% of total advertising volume, marking the highest engagement since the pandemic began. - **Brand Campaigns**: Dropped to 32% from 45% in Q3. - **Fund Promotion**: Declined from 36% to 27%. - **ESG Focus**: With the exclusion of the Vontobel campaign, ESG advertising soared to 44%, up significantly from 23% in Q3. The number of ESG-focused advertisers reached a record high of 61. - **ETF Advertising**: Doubled to 17% compared to Q3. - **Equities and Fixed Income**: - Equities advertising increased from 10% to 12%. - Fixed income advertising fell sharply from 13% to 7%. ### Campaign Contributors Various campaigns were notable in Q4 2021: - **LBBW Asset Management**: Focused on fund promotion. - **Invesco**: Concentrated on brand advertising. - **Lombard Odier**: Offered insights. - **Lyxor Asset Management**: Specialized in ESG advertising. - **Amundi**: Emphasized on ETF offerings. ### Advertiser Activity - The number of firms promoting equities increased from 19 in Q3 to 28 in Q4. - Managers advertising fixed income dropped slightly, from 19 to 17. - Those promoting ETFs rose to 15 from 12, and multi-asset advertisers increased from 7 to 11. Overall, Q4 demonstrated a robust interest in ESG criteria within the advertising strategies of asset managers, signifying no decline in investor engagement levels with these themes. # Asset Managers Move Back Towards Fund Promotion In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-move-back-towards-fund-promotion-in-north-america) ## Asset Managers' Advertising Trends in North America (Q1 2023) In the first quarter of 2023, North American asset managers shifted their advertising focus largely back to fund promotion. This was highlighted as the leading purpose of advertising among these managers, aligning with data from Fundamental Monitor. #### Key Advertising Shifts: - **Fund Promotion:** Rose to 45% of advertising, up from 30% in Q4 2022. - **Brand Campaigns:** Decreased significantly from 53% to 38%. - **Insights:** Reduced slightly by five percentage points to 11%. - **ETFs Promotion:** Witnessed a small recovery, increasing to 16% of total advertising from 10% in the previous quarter. #### Strategy-Specific Trends: - **ESG Strategy Advertising:** Nearly ceased due to previous poor performance, with advertisers dropping from 18 to 4. - **Equities:** Advertising declined marginally from 5% to 3%. - **Fixed Income:** Increased slightly from 3% to 4%. #### Advertiser Activity: - **Multi-Asset:** Notable emergence with one active advertiser in Q1, previously inactive. - **ETFs:** Number of advertisers fell from 25 to 18. #### Campaign Examples in Q1 2023: - **Brand Campaign:** Northern Trust - **Insights:** Adams Street Partners - **Fund Promotion:** T. Rowe Price - **Investment Tools:** Franklin Templeton - **ETFs:** RBC Global Asset Management This insight highlights a notable pivot towards fund promotion by asset managers in response to market conditions and past advertising strategies' performances in North America. The subtle recovery in ETF advertising also indicates a potentially renewed interest in this category despite previous declines. ### FAQ **Q:** What led to the shift back to fund promotion advertising? **A:** Asset managers aimed to emphasize product-specific promotions following a previous focus on brand campaigns. **Q:** Why has ESG advertising declined? **A:** Due to poor performance of ESG strategies in the past year, asset managers are reducing advertising spend in this area. # Asset Managers Promoting More Insights In Apac During Q4 [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-promoting-more-insights-in-apac-during-q4) ## Fundamental Insights - Asset Manager Advertising Trends in APAC Q4 During the fourth quarter of 2021, asset managers in the Asia-Pacific (APAC) region made significant shifts in their advertising strategies, according to data from Fundamental Media. This period saw a move away from traditional brand campaigns and fund promotions toward promoting financial insights. ### Key Advertising Shifts: - **Insight-Based Advertising**: - Accounted for 36% of advertising in Q4, a significant increase from 15% in Q3. - Focus areas included the economic recovery post-pandemic and future market prospects. - **Brand Campaigns**: - Dropped to 27% of total advertising from 44% in the previous quarter. - **Fund Promotion**: - Slightly decreased from 40% to 35% of advertising share. - **Growth in ESG Advertising**: - Environmental, Social, and Governance (ESG) advertising rose to 28% in Q4, the highest ever recorded from 19% in Q3. - A record number of 28 advertisers promoted ESG, doubling since Q2. ### Focus Areas: - **Exchange-Traded Funds (ETFs)**: - Increased promotion from 9% to 11%. - **Traditional Asset Classes**: - Interest in equities and fixed income saw reductions with equities dropping from 13% to 5% and fixed income from 11% to 8%. ### Engagement Insights: - ESG topics demonstrated high engagement levels on social media throughout 2021, with no signs of audience fatigue. ### Campaign Examples: - **BNP Paribas**: Brand Campaign - **Allianz Global Investors**: Insight Promotion - **VanEck**: Fund Promotion - **Amundi**: ESG Advertising - **State Street Global Advisors**: ETF Advertising These trends highlight a strategic pivot by asset managers in APAC towards insight-driven content, reflecting broader market interests in ESG and emerging investment vehicles such as ETFs. # Asset Managers Shift To Brand Campaigns In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/asset-managers-shift-to-brand-campaigns-in-north-america) ## Asset Managers Shift to Brand Campaigns in North America Asset managers in North America significantly increased their focus on brand campaigns during the fourth quarter of 2022, with a marked reduction in fund promotion efforts. Data from Fundamental Monitor illustrates this shift: - **Brand Campaigns**: Made up 53% of all advertising, a substantial increase from 28% in Q3 and the highest since early 2020. - **Fund Promotion**: Dropped to 30% in Q4, its lowest level since the beginning of 2020. - **Insights Advertising**: Represented 16% in Q4, down from 22% in Q3. ### Key Advertising Strategy Shifts Overall advertising dedicated to core strategies like equities and ETFs saw a marked decline in 2022. Key changes include: - **Equities**: Dropped from 23% in Q3 to 5% in Q4. - **ETFs**: Decreased from a record 57% in Q4 2021 to 10% in Q4 2022. - **Fixed Income**: Slightly decreased from 4% in Q3 to 3% in Q4. ### ESG Advertising Trends ESG (Environmental, Social, and Governance) advertising bucked the downward trend, reflecting greater engagement: - Traditionally lower in North America compared to Europe and Asia Pacific. - Rose significantly to 9% in Q4, the highest to date. ### Advertiser Dynamics While there was a notable reduction in advertising shares across strategies, the number of asset management firms involved remained relatively stable: - **Equities**: Advertisers increased from 9 in Q3 to 12 in Q4. - **Fixed Income**: Grew from 18 to 20 advertisers. - **ETFs and ESG**: Saw a decline; ETF advertisers dropped from 28 to 25, and ESG from 22 to 18. ### Examples of Campaigns in Q4 2022 - **Brand Campaign**: Merrill Lynch - **Fund Promotion**: T. Rowe Price - **Equities**: abrdn - **ETFs**: Invesco - **ESG**: Newton Investment Management This shift underscores a strategic pivot among asset managers towards brand-focused advertising at the expense of fund-specific promotions, with particular growth in ESG advertising. # Australian Asset Manager Advertising Barely Affected By Covid 19 [cite](https://fundamentalgroup.com/insights/competitor-alerts/australian-asset-manager-advertising-barely-affected-by-covid-19) ## Australian Asset Manager Advertising During Covid-19 ### Key Insights - **Stability in Strategies:** Despite the Covid-19 pandemic, Australian asset managers have largely maintained their established advertising strategies, with minimal shifts attributable to the crisis. - **Dominant Advertising Forms:** Fund promotion has remained the primary advertising method, closely followed by insight-driven campaigns. Brand advertising peaked in October 2019 and March 2020. - **Steady Industry Performance:** The financial and insurance services sectors in Australia have continued operating at 96% of pre-crisis levels, indicating resilience and confidence spurred by governmental responses. - **Ad Volume Trends:** There was a minor dip in advertising volumes in Q1 2020 compared to Q4 2019, likely due to seasonal changes rather than the pandemic. By Q2 2020, ad volumes were on track to surpass those of Q4 2019. - **Market Dynamics:** More than 90% of ad volumes were attributed to the top 15 advertisers in each of the last three quarters. This suggests strong individual strategies rather than a herd approach. - **Focus on Funds:** In April, a significant focus was placed on fund and investment solution promotions, making up nearly 90% of ad volumes. - **Insight Campaigns:** Campaigns offering thought leadership on investment strategies have consistently contributed a substantial portion to overall ad volumes. ### FAQ **Q:** What was the response of Australian asset managers to the Covid-19 crisis in terms of advertising? **A:** Asset managers in Australia did not significantly alter their advertising strategies in response to Covid-19, maintaining a 'business as usual' approach with consistent advertising activities. **Q:** How did the advertising volumes change in Q1 2020? **A:** Advertising volumes in Q1 2020 were slightly lower than in Q4 2019, likely due to seasonal effects rather than the pandemic. **Q:** Which advertising strategy was most favored during the Covid-19 period? **A:** Fund promotions were the most favored advertising strategy throughout the pandemic period, with significant ad volume dedicated to these campaigns. # Autumn Most Popular Time For Asset Managers To Launch New Campaigns [cite](https://fundamentalgroup.com/insights/competitor-alerts/autumn-most-popular-time-for-asset-managers-to-launch-new-campaigns) ## Key Insights on Asset Managers' Campaigns Research from Fundamental Monitor highlights that autumn, specifically September and October, is the peak period for launching new campaigns by asset managers. Historically, this time frame sees a significant increase in new landing page initiatives compared to other seasons. The introduction of new landing pages offers insight into current themes, topics, and products being promoted in the market. ### Trends from 2019 to 2022 1. **Autumn Peaks:** - October 2019: 274 new landing pages - October 2020: 257 new landing pages - October 2021: 200 new landing pages These figures illustrate a decreasing trend in autumn spikes over the three years examined. 2. **First Quarter Insights:** - Q1 2019: 532 new landing pages - Q1 2020: 450 new landing pages - Q1 2021: 394 new landing pages - Q1 2022: 485 new landing pages The beginning of 2022 shows a noticeable increase in new campaigns, exceeding figures seen since January 2018, suggesting a potential reversal of the downward trend observed in previous years. ### Regional and Market Analysis - The trends are consistent across regions and individual markets, indicating a universal pattern in campaign launches. - There was a major spike in new campaigns noted in October 2019, significantly higher compared to subsequent years but similar in pattern across diverse regions. While a positive increase is visible in Q1 2022, the sustainability of this trend remains uncertain until Q2 data becomes available. If Q2 figures match or fall below those of 2021, it might suggest that this uptick is temporary rather than a long-term trend. # Brand Campaigns Account For More Than Half Of Asset Management Advertising In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/brand-campaigns-account-for-more-than-half-of-asset-management-advertising-in-europe) ## Fundamental Insights on Asset Management Advertising in Europe Q2 2023 In Q2 2023, brand campaigns emerged as the leading segment in asset management advertising in Europe, as reported by Fundamental Monitor. The distribution of advertising among different asset management strategies observed significant shifts during this period. ### Key Findings - **Brand Campaigns:** These accounted for 52% of asset management advertising, an increase from 44% in Q1. - **Insights Promotion:** Declined slightly from 30% to 24%. - **Fund Promotion:** Saw a minor reduction from 25% to 23%. - **Equities Promotion:** Witnessed growth from 5% to 10%, while the number of advertisers fell from 14 to 10. - **Fixed Income Advertising:** Decreased from 11% to 8%, despite the rise in advertisers from 16 to 23. - **Other Segments:** - **Multi-Asset Advertising:** Remained stable at 5%. - **ETF Advertising:** Dropped from 3% to 1%. - **ESG Advertising:** Slight decrease from 11% to 10%. ### Campaign Examples - **Brand Campaign:** Patrizia - **Insights Promotion:** Lombard Odier Investment Management - **Fund Promotion:** Federated Hermes - **Equities Promotion:** Candriam Investors Group - **Fixed Income Promotion:** Capital Group ### FAQs **Q:** What segment accounted for most of the advertising in Q2 2023? **A:** Brand campaigns, comprising 52% of the advertising. **Q:** How did equities and fixed income promotions perform? **A:** Equities promotion increased to 10%, while fixed income dropped to 8%. However, advertiser trends were opposite, with equities advertisers declining and fixed income advertisers increasing. **Q:** Were there any stable strategies in Q2? **A:** Yes, multi-asset advertising remained stable at 5%. This data highlights a strengthened focus on brand campaigns, shifting promotional focus among asset management strategies in Europe. # Brand Campaigns Firmly Back As The Most Popular Advertising Purpose In Apac [cite](https://fundamentalgroup.com/insights/competitor-alerts/brand-campaigns-firmly-back-as-the-most-popular-advertising-purpose-in-apac) ## Advertising Trends in APAC In the Asia Pacific (APAC) region, brand campaigns have re-emerged as the dominant advertising purpose, consistently representing over 40% of all advertising for two consecutive quarters, as reported by Fundamental Monitor. This follows a decline in the latter part of 2021 and early 2022. ### Key Advertising Insights - **Brand Campaigns:** In Q3 2022, brand campaigns accounted for 44% of advertising, maintaining the largest share since Q2. - **Fund Promotion:** There has been a shift towards fund promotion, increasing from 35% in Q2 to 41% in Q3. - **Fixed Income and Equities:** Fixed income advertising decreased from 13% in Q2 to 8% in Q3. In contrast, equities rose from 6% to 10%. - **Multi-Asset and ESG Advertising:** Multi-asset advertising saw an increase from 2% to 5%, while ESG advertising fell significantly from 14% to 9%. ### Advertisers' Dynamics - The number of equities advertisers increased from 15 in Q2 to 17 in Q3. - Fixed income was promoted by 13 advertisers in Q3, a slight decrease from Q2. - ESG advertisers dropped from 30 in Q2 to 26 in Q3. ### Notable Campaigns in Q3 2022 - **Platinum Asset Management:** Brand campaign - **Alliance Bernstein:** Fund promotion - **BNP Paribas and Nomura:** Equities advertising These trends indicate a robust return of brand campaigns and notable shifts in fund promotion priorities in the APAC advertising landscape. # Brand Campaigns In Europe Back To Q1 Levels [cite](https://fundamentalgroup.com/insights/competitor-alerts/brand-campaigns-in-europe-back-to-q1-levels) ## Brand Campaign Trends in Europe Q3 2022 Data from Fundamental Monitor shows that brand advertising campaigns in Europe during Q3 2022 returned to levels similar to Q1 after a surge in Q2. - **Brand Campaigns**: Represented 47% of all advertising in Q3, a significant drop from 69% in Q2. - **Insights and Fund Promotion**: Increased, with insight content promotion rising from 16% to 32% and fund promotion from 13% to 21%. ### Specific Asset Class Advertising - **Fixed Income**: Experienced a notable decline, diminishing from 42% in Q2 to just 8% in Q3. - **Equities and Multi-Asset**: Equities advertising rose slightly from 7% to 9%, while multi-asset grew from 1% to 3%. - **Environmental, Social, and Governance (ESG)**: Remained constant at 17% despite a decrease in the number of advertisers. ### Advertiser Activity Changes - The number of **active advertisers** decreased across most strategies except for multi-asset, which grew from 6 to 8 advertisers. - **Fixed Income Advertisers**: Dropped from 27 in Q2 to 15 in Q3. - **Equities Advertisers**: Decreased from 24 to 16. - **ESG Advertisers**: Fell from 50 to 38. ### Examples of Q3 Marketing Campaigns - **PIMCO**: Brand campaign - **Vontobel**: Insights - **BlueBay Asset Management**: Fixed income - **Gresham House**: Equities The analyses underscore a shift in advertising strategies, focusing less on fixed income and more on diversified approaches like insights and equities. As the advertising space continues to evolve, asset managers might adjust their strategies to align with market demands and opportunities. # Brand Campaigns Make Up Two Thirds Of Advertising In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/brand-campaigns-make-up-two-thirds-of-advertising-in-europe) ## European Advertising Trends in Q2 2022 In the second quarter of 2022, brand campaigns constituted a significant portion of advertising among asset managers in Europe. According to data from the Fundamental Monitor, brand campaigns accounted for slightly more than two-thirds (69%) of all advertising activities, marking a resurgence after a decline in the latter half of 2021. ### Key Advertising Metrics - **Brand Campaigns**: Made up 69% of the total advertising compared to previous fluctuations. - **Insight Advertising**: Rose to 16% from 13% in Q1. - **Fund Promotion**: Reduced from 36% in Q1 to 13% in Q2. - **Fixed Income**: Highly emphasized with 42% advertising, marking the highest since early 2021. - **Equities and ESG**: Equities promotion stood at 7%, with ESG advertising at a low of 17%—despite 50 advertisers focusing on responsible investing. ### Noteworthy Campaigns There was a noticeable focus on fixed income, prominently led by a large campaign from PIMCO. Surprisingly, even with primary focus and only 24 advertisers, this category outperformed equities which had 27 advertisers. Some key campaigns included: - **Liontrust**: Focused on brand campaign - **WisdomTree**: Emphasized insights - **PIMCO**: Concentrated on fixed income - **Janus Henderson**: Focused on equities ### Market Dynamics The data also highlighted a shift in advertising resources with diminishing attention towards ESG-involved promotions. Despite fewer advertisers focusing on ESG, the market comprised 50 advertisers showing a commitment to responsible investing initiatives. Overall, the report suggests a marked shift back towards brand-centric strategies and a notable interest in fixed income investment within European markets during the specified period. These changes reflect evolving market trends and strategic focuses among asset managers. # Brand Campaigns Slightly Up In North America In Q3 [cite](https://fundamentalgroup.com/insights/competitor-alerts/brand-campaigns-slightly-up-in-north-america-in-q3) ## Q3 Advertising Insights in North America In Q3, brand campaigns in North America observed a modest increase, rising from 33% to 36% according to Fundamental Monitor's data. Fund promotions maintained stability at 48%, while campaigns focused on insights slightly declined from 17% to 13%. ### Investment Strategies Advertised - **ETFs**: These remain the dominant investment strategy, consistently comprising close to 50% of advertising volume for the fifth consecutive quarter. - **Equities**: Advertising showed a slight increase to 33%. - **Fixed Income**: Experienced a further decrease, dropping to 3%. - **ESG**: Advertising, though still low compared to Europe and APAC, rose slightly to 3%. ### Advertiser Activity - **ETFs**: 18 asset managers were actively promoting ETFs. - **Equities & Fixed Income**: The number of advertisers remained equal for both at 12 each. - **ESG**: 14 asset managers focused on ESG offerings. ### Notable Campaigns Several asset managers ran campaigns in Q3: - **T. Rowe Price**: Executed both brand and equities campaigns. - **State Street Global Advisors**: Conducted an insights campaign. - **Invesco**: Focused on fund promotion. - **Global X Funds**: Emphasized ETFs. ### Overview Advertising strategies showcased a solid preference for ETFs, while interest in fixed income saw a notable reduction. The number of active advertisers indicates a balanced interest in equities and fixed income, with a growing awareness of ESG in the advertising mix. The data reflects emerging trends and shifts in advertising priorities among asset managers in North America during Q3. # Equities Advertising At Record Low Levels In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/equities-advertising-at-record-low-levels-in-europe) ## Equities Advertising Trends in Europe ### Summary - **Equities Advertising Decline**: In Q4 2022, equities advertising in Europe fell to a record low, comprising only 2% of the total asset management advertising. This marked a significant drop since such data started being recorded in 2020. - **Increase in Other Asset Classes**: Despite the equities slump, advertising for other asset classes increased. Fixed income advertising grew to 10% from 8% in Q3. ETF promotion rose by two percentage points to 5%, while multi-asset advertising increased from 3% in Q3 to 4% in Q4. - **ESG Promotion**: Despite a decrease from a high of 44% in Q4 2021, ESG advertising stabilized at 18% throughout 2022. - **Advertising Type Popularity**: Brand campaigns dominated, making up 46% of all advertising in Q4, slightly down from 47% in Q3. Fund promotion advertising increased significantly to 30% from 21% in the prior quarter. Insights-type campaigns saw a reduction, ending at 23% from 32% in Q3. - **Active Asset Managers**: Despite the downturn in equities advertising, 18 asset managers still promoted equities, surpassing the 16 managers for fixed income and the 12 for ETFs. ### Campaign Examples in Q4 2022 - **Brand Campaigns**: Blackstone - **Fund Promotion**: Allianz Global Investors - **Insights**: American Century Investments - **Fixed Income**: Nordea Asset Management - **ETFs**: WisdomTree This data provides essential insights into the shifting focus of asset management advertising in Europe, with a notable decline in equities promotion and subtle shifts towards other asset classes. # Equities And Fixed Income Advertising Drops In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/equities-and-fixed-income-advertising-drops-in-europe) ## Key Insights on Advertising Trends in Europe Q1 2024 - **Equities and Fixed Income Advertising**: Both categories saw reduced focus from asset managers, each holding a 7% share in advertising. Fixed income advertising notably decreased from 19% in Q4 2023, while equities showed a smaller decline from 10%. - **Multi Asset and ESG Promotion**: Europe distinguished itself from other regions by maintaining interest in multi asset (5% of advertising share) and increased emphasis on ESG, with ad share growing from 14% to 16%. However, the number of active ESG advertisers dropped from 31 to 24. - **ETFs and Fund Promotion**: ETF advertising decreased to 6%. Conversely, fund promotion rose significantly to 33%, up from 18% in Q4 2023, causing a slight dip in both brand campaigns (42%) and insights promotion (24%). ### Audience Consumption Insights - **Fixed Income and ESG**: Fixed income content saw reduced audience interest, aligning with decreased advertising. ESG content consumption also declined despite increased advertising efforts. - **Equities and ETFs**: Interest in equities peaked in early January but dropped significantly later in the quarter, particularly in March. Interest in ETFs also waned in March after a steadier start to the year. - **Multi Asset**: Although consumption fell initially in January, it improved for six weeks before plummeting again by up to 49% later in the quarter compared to the 365-day average. ### Examples of Q1 2024 Campaigns in Europe - **Brand Campaign**: Liontrust - **Fixed Income**: Capital Group - **Equities**: PGIM These data-driven insights, provided by Fundamental Monitor and Alphix Solutions, highlight the shifting focus and consumer engagement trends across various financial advertising categories in Europe. # Equities Overtake Fixed Income In Europe And Apac Advertising Etfs Remain Dominant In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/equities-overtake-fixed-income-in-europe-and-apac-advertising-etfs-remain-dominant-in-north-america) ## Key Advertising Trends in Financial Markets (Q2 2021) In the second quarter of 2021, distinct regional trends emerged in financial advertising across Europe, Asia-Pacific (APAC), and North America, driven by data from the Fundamental Monitor. - **Europe & APAC:** - Equities overtook fixed income as the preferred focus of advertising, indicating a shift in financial strategy. - Brand campaigns maintained a significant share in both regions. In Europe, brand campaigns accounted for 46% of advertising volume, while in APAC, they represented 47%. - European advertising has seen a significant increase in ESG-focused campaigns, now comprising 31% of all asset management advertising, marking an all-time high. In APAC, ESG enthusiasm from Q1 subsided, settling at 12%. - Insights and fund promotions gained traction in Europe, increasing to 21% and 32%, respectively. In APAC, insights rose sharply to 24%, while fund promotions decreased to 27%. - **North America:** - ETFs continue to dominate, making up nearly 50% of advertising efforts. Equities are noticeably more prevalent than fixed-income products (26% vs. 6%). - Fund promotion remained the primary focus, with brand campaigns secondary and insights trailing at 17%, the lowest among the regions studied. - ESG remains marginal, with only 2% of advertising concentrated on sustainable and responsible investing. ### Notable Campaigns in Q2 2021: - **Europe:** - Carmignac Gestion: Brand campaign - Capital Group: Equities promotion - **APAC:** - Fidelity: Brand campaign - Franklin Templeton: Equities promotion - **North America:** - Invesco: Fund promotion - Global X Funds: ETFs focus This analysis underscores evolving advertising strategies and market priorities across major global regions, highlighting regional preferences for investment products and campaign types. # Esg Accounts For Slightly More Of Overall Advertising In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-accounts-for-slightly-more-of-overall-advertising-in-europe-) ## Key Insights on ESG Advertising in Europe - Q3 2023 In the third quarter of 2023, the focus of asset management advertising in Europe has increasingly shifted towards ESG (Environmental, Social, and Governance) brand campaigns, according to data from Fundamental Monitor. - **ESG Advertising Share**: - ESG advertising represented 14% of the total asset management advertising in Europe during Q3 2023, up from 10% in the previous quarter. - ESG advertisers maintained a consistent allocation of 33% of their advertising budget towards ESG promotion across both Q2 and Q3. - **Market Activity**: - All markets monitored by Fundamental Monitor participated in ESG advertising during Q3. - The UK had the highest number of active ESG advertisers (13), followed by Italy and Benelux (7 each), and Switzerland (6). - **Focus on Brand Campaigns**: - Brand campaigns saw a significant increase, comprising 44% of ESG advertising in Q3, up from 19% in Q2. - Concurrently, the proportion of ESG insight promotion declined from 51% to 31%. - Fund promotion witnessed a slight decrease, from 30% to 25%. - **Advertisers**: - Noteworthy ESG campaigns in Q3 included contributions from Allianz Global Investors, J.P. Morgan Asset Management, and Federated Hermes. ### ESG Advertising Trends - Increased emphasis on brand over content: Asset managers demonstrated a strategic pivot from promoting ESG insights to focusing more on branding efforts within the ESG spectrum. These insights portray a tangible shift towards increased brand-focused advertising efforts within the ESG framework, illustrating evolving strategies among asset managers in the European region. # Esg Advertisers In North America Shift Towards Brand Campaigns [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertisers-in-north-america-shift-towards-brand-campaigns) ## Key Insights **Shift in Campaign Strategy** - ESG advertisers in North America pivoted towards brand campaigns, which made up 56% of all ESG promotions in Q2 2023, a significant increase from 32% in Q1, as reported by Fundamental Monitor. - Insights-focused advertising decreased from 37% to 27%, and fund promotion dropped from 31% to 17% over the same period. **Advertising Volume and Sensitivity** - ESG advertising comprised 2% of the total advertising volume in North America, an increase from 0.26% in Q1, aligning with typical regional statistics where ESG advertising usually remains around the 2% threshold. - ESG has emerged as a sensitive subject in the US, fueled by negative political coverage and substantial withdrawals from ESG equity funds. This sensitivity is expected to curtail the growth in ESG advertising volumes. - Contrastingly, in Asia-Pacific, ESG advertising is gradually recovering after a significant drop in Q1, while in Europe, ESG promotion maintains a 10% share of total asset management advertising. **Campaign Examples and Market Dynamics** - During Q2 2023, five asset managers actively promoted ESG, with 32% of their advertising budgets dedicated to responsible investing, a slight increase from 31% in Q1. - The region's ESG advertisers included two in Canada and four in the USA. Notably, firms such as Schroders, Robeco, and Calvert solely focused on ESG promotion. - Specific campaigns from companies like Schroders, Calvert, and Thrivent Asset Management illustrate the nature of ESG campaigns in North America. ### FAQ **Q:** What percentage of ESG advertising was focused on brand campaigns in Q2 2023 in North America? **A:** Brand campaigns represented 56% of all ESG promotions in North America during Q2 2023. **Q:** How did ESG advertising in North America trend in terms of total advertising volume from Q1 to Q2 2023? **A:** ESG advertising volume increased from 0.26% in Q1 to 2% in Q2 2023, returning to usual volume levels in the region. **Q:** How did the sentiment in the US affect ESG advertising trends? **A:** Due to negative political coverage and significant outflows from ESG equity funds, ESG advertising is expected to remain stable without significant increases in volume. # Esg Advertisers Refocus On Brand Campaigns And Fund Promotion In Apac [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertisers-refocus-on-brand-campaigns-and-fund-promotion-in-apac) ## ESG Advertising Trends in APAC (Q3 2023) The advertising landscape for Environmental, Social, and Governance (ESG) in the Asia-Pacific (APAC) region saw a notable shift in Q3 2023, as detailed by data from Fundamental Monitor. - **Brand Campaigns**: There was a significant rise in brand campaigns focusing on ESG, constituting 36% of all ESG advertising efforts compared to a mere 4% in the previous quarter (Q2). - **Fund Promotion**: ESG fund promotion experienced growth, increasing to 54% in Q3 from 31% in Q2. - **Thought Leadership**: Conversely, the promotion of ESG thought leadership declined sharply, dropping to 10% from 65%. Overall, ESG advertising made up 4% of the total asset management advertising in Q3, a slight increase from 3% in Q2. ### Key Advertisers and Market Activity - Sixteen ESG advertisers were active in the market during Q3, with 23% of their advertising dedicated to ESG promotion. - Three major asset management firms exclusively focused on ESG advertising: - BNP Paribas Asset Management - Ninety One - Han ETF - Geographically, ESG advertisers were most active in Australia (9 advertisers), followed by Japan and Singapore (6 each), and Hong Kong and Korea (3 each). This data highlights the strategic shift and increased focus on ESG fund promotion and brand campaigns within the APAC markets, indicating a refined effort to enhance brand visibility and fund-specific promotions under the ESG banner. **Similar Observations in Other Regions** - A reduction in ESG advertising shares in Europe and APAC. - Growth trends for fixed income and ETF advertisers in North America. # Esg Advertisers Shift To Insights Promotion In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertisers-shift-to-insights-promotion-in-europe) ## ESG Advertisers Shift to Insights Promotion in Europe In Q4 2023, a notable shift occurred in ESG advertising strategies among asset managers in Europe, as indicated by data from Fundamental Monitor. Here’s a detailed overview: ### Key Advertising Trends - **Insights Promotion Rise**: The focus of ESG advertising shifted towards promoting insights, with its share rising to 46% in Q4 from 31% in Q3. - **Reduction in Brand Campaigns**: Conversely, ESG branding campaigns decreased from 44% to 30% over the same period. - **Fund Promotion Steady**: The promotion of ESG funds remained stable, constituting 25% of total ESG advertising. ### ESG Messaging and Focus - **Advertiser Participation**: Out of 86 asset management advertisers, 31 incorporated ESG messaging. These advertisers allocated 28% of their ad spend to ESG promotions, a marginal decrease from 33% in Q3. - **Total Advertising Proportion**: ESG advertising maintained a steady presence, accounting for 14% of all asset management advertising, unchanged from the previous quarter. - **Exclusive ESG Focus**: Seven asset managers centered their campaigns solely on ESG promotion, including Federated Hermes, Swisscanto Invest, Kairos, Eden Tree Investment Management, Ninety One, Manulife Investment Management, and VanEck. ### Geographic Distribution ESG advertising was prominent across several European markets with varying levels of presence: - **United Kingdom**: Leading with 16 ESG advertisers. - **Switzerland**: Featured 12 ESG advertisers. - **Benelux**: Accounted for 11 ESG advertisers. - **Italy**: Hosted 9 ESG advertising campaigns. ### Notable ESG Campaigns Some major campaigns from Q4 2023 included those by: - BNP Paribas Asset Management - Allianz Global Investors - iShares This analysis reflects the strategic movements in ESG advertising among asset managers in Europe, emphasizing a significant pivot towards promoting insights over traditional brand campaigns. # Esg Advertising Drops Significantly In Apac [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-drops-significantly-in-apac) ## ESG Advertising Trends in APAC **Significant Decline in Q1 2023:** - The APAC region witnessed a substantial drop in ESG (Environmental, Social, and Governance) advertising in the first quarter of 2023, plummeting to just 1% of total asset management advertising. - This marks the lowest level since records began in 2020, a stark contrast to 12% in Q4 2022. **Historical Context:** - During early 2020, ESG advertising percentages were in the low single digits, surpassing 5% after Q4 2020, until the recent decline. **Performance Impact:** - Subpar performance of ESG strategies in 2022 influenced this trend. Data shows that 78% of global ESG equity strategies underperformed benchmarks by a median of 2.5 percentage points. - Consequently, asset managers are reallocating advertising efforts towards other asset classes and strategies. **Current Advertising Efforts:** - Only 12 asset managers promoted ESG in Q1, dedicating 8% of their advertising to responsible investing. This is a decline from 25 advertisers and 29% dedication in Q4. - Australian Ethical and Janus Henderson were the only two firms focusing exclusively on ESG advertising. **Market Specifics:** - In APAC, Singapore hosted the highest number of ESG advertisers with six, followed by Australia (five) and Taiwan (four). **Shift in Campaign Focus:** - There has been a pivot towards thought leadership, with 67% of ESG campaigns in Q1 2023 focusing on insights, compared to 45% in Q4. - ESG fund promotion accounted for 32% of campaigns in Q1, slightly decreased from 36% in Q4. Brand campaigns plummeted to 1% from 18%. **Campaign Examples:** - Notable firms participating in ESG campaigns included Nomura Asset Management, PineBridge Investments, and China Asset Management. The page highlights a stark decline in ESG advertising in the APAC region amidst poor ESG strategy performances, influencing asset managers' advertising focus towards alternative financial strategies. # Esg Advertising Falls Further Out Of Favour In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-falls-further-out-of-favour-in-europe) ## ESG Advertising Trends in Europe The Fundamental Monitor report highlights a continued decline in ESG (Environmental, Social, and Governance) advertising in Europe, contrary to trends observed in other regions. - **Decline in Advertisers:** In Q1 2023, there were 27 ESG advertisers from a total of 91 asset management advertisers. This number fell to 24 out of 98 in Q2. - **Advertising Share:** ESG's share of total advertising decreased from 11% in Q1 to 10% in Q2. Active ESG advertisers allocated 33% of their advertising to responsible investing, a decline from 45% in Q1. - **Top Dedicated ESG Advertisers:** Three companies focused solely on ESG advertising: Eden Tree Investment Management, FlexShares, and Swisscanto Invest. - **Market Distribution:** - The UK led with 11 active ESG advertisers. - Switzerland followed with 9, Benelux with 8, and both Germany and Italy had 7 each. ### Advertising Focus and Campaign Types - **Brand and Insights Campaigns:** ESG brand campaigns fell significantly from 34% to 19% in Q2, whereas insights increased by 10% reaching 51%. - **Fund Promotion:** Increased its share from 23% in Q1 to 30% in Q2. - **Event Promotion:** Minimal focus with under 1% of advertising dedicated. ### Notable ESG Campaigns in Q2 2023 - **Allianz Global Investors** - **WisdomTree** - **Candriam Investors Group** ### Conclusion The trend indicates a continued shift away from ESG-focused advertising in Europe, with active advertisers concentrating less of their overall marketing resources on responsible investing strategies. # Esg Advertising In Apac Crawls Slowly Back From Nadir [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-in-apac-crawls-slowly-back-from-nadir) ## ESG Advertising Trends in APAC In Q2 2023, ESG (Environmental, Social, and Governance) advertising in the APAC region witnessed a modest recovery according to data from Fundamental Monitor. The report highlights that ESG advertising rose to 3% of all asset management advertising, a notable increase from 1% in the previous quarter. Q1 2023 recorded the lowest levels of ESG advertising since the initiation of data collection by Fundamental Monitor at the start of 2020. ### Key Insights - **Advertising Volume**: During Q2, 13 asset managers actively promoted ESG in the APAC region, dedicating 9% of their total advertising efforts to responsible investing. - **Focused Advertisers**: Hang Seng Investment, Han ETF, China Asset Management, and Australian Ethical concentrated solely on ESG advertising. - **Market Activity**: Advertising activity was most pronounced in Australia (10 advertisers), followed by Singapore (7) and Hong Kong (6). ### Advertising Composition - **Thought Leadership**: This segment continued to dominate ESG advertising, accounting for 65%, slightly down from 67% in Q1. - **Fund Promotion**: Remained relatively stable at 31%, a small decrease from 32% in Q1. - **Brand Campaigns**: Observed growth from 1% to 4%. ### Examples of ESG Campaigns In Q2 2022, examples of ESG advertising campaigns were led by firms including Federated Hermes, Hang Seng Investment, and J.P. Morgan Asset Management, indicating a continued focus on ESG promotion. The report offers a detailed overview of the slow but notable recovery in ESG advertising within APAC, highlighting the specific markets and asset managers that are contributing to this trend. # Esg Advertising In Apac Drops Back Down To Minimal Level [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-in-apac-drops-back-down-to-minimal-level) ## ESG Advertising Decline in APAC In Q1 2024, ESG (Environmental, Social, and Governance) advertising by asset managers in the APAC region significantly declined to 1% of overall advertising efforts, a steep drop from 13% in Q4 2023. This reduction in ESG promotion is highlighted by data from the Fundamental Monitor, emphasizing a decrease in active participation from asset management advertisers. - **Advertisers**: Only seven of the fifty-nine active asset management advertisers focused on responsible investing in Q1 2024, compared to twelve out of seventy-one in Q4 2023. - **Promotional Focus**: Almost all ESG messaging was part of fund promotion, with a minor 2% dedicated to brand campaigns and no allocation to insights promotion. This contrasts Q4 statistics where fund promotion accounted for 73%, brand at 22%, and insights at 6% of ESG advertising. ### Geographic Distribution The decline in ESG advertising was noticeable across several APAC markets: - Australia had four active ESG advertisers in Q1, down from seven. - Singapore saw participation by only three advertisers. - Hong Kong, Japan, and Korea each had two ESG advertisers. - There was no ESG promotion observed in India during Q1. ### Key Asset Managers Despite the overall decline, three asset managers solely focused on ESG promotion: - Amundi Asset Management - Federated Hermes - BNP Paribas Asset Management ### Market Trends This reduction in advertising is linked to a diminished interest in ESG topics from investors. Alphix Solutions reports a substantial drop in the consumption of ESG content on asset managers' websites in the last three weeks of March, falling to about 30% below the 365-day average. ### Featured Campaigns Some noteworthy ESG campaigns in the APAC region during Q1 2024 included efforts by: - HSBC Asset Management - Amundi Asset Management - Janus Henderson # Esg Advertising In Apac On The Rise Again After Q1 Drop [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-in-apac-on-the-rise-again-after-q1-drop) ## Key Insights on ESG Advertising in APAC As per Fundamental Monitor data, ESG advertising in the Asia Pacific (APAC) region showed significant recovery in Q2 2022 after a dip in Q1. However, the advertising levels still fell short of those recorded in the second half of 2021. #### Key Statistics: - **ESG Advertising Growth:** ESG advertising accounted for 14% of all asset management ads in Q2, up from 6% in Q1. - **Responsible Investing Focus:** Among active ESG advertisers, 28% of advertising spend was dedicated to responsible investing, a notable rise from 13% in Q1. #### Types of Promotions: - **Brand Campaigns:** Increased to 41% of all ESG advertising, reversing the Q1 figure of 27%. - **Insights Advertising:** Reduced to 25% from 42% in Q1. - **ESG Fund Promotion:** Remained stable at 35% in Q2, showing a slight increase from 31% in the previous quarter. #### Market Activity: - **Active Asset Managers:** 30 asset managers advertised ESG in Q2, up from 27 in Q1. - **Regional Distribution:** Australia led with 19 ESG advertisers, followed by Hong Kong with 13, and Singapore with 11. - **Focused Advertisers:** Eight asset managers, including Australian Ethical and Aviva Investors, concentrated solely on ESG promotions. Examples of firms involved in these campaigns included Fidelity, Next Funds, and Nomura. Despite the gains in Q2, the promotion levels stayed below the highs of late 2021, indicating room for further growth in ESG advertising investments across the APAC region. # Esg Advertising In Apac Region Recovers Following Q1 Dip [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-in-apac-region-recovers-following-q1-dip) ## ESG Advertising Trends in APAC **Q2 Findings:** - ESG advertising accounted for 11% of the total asset management advertising in the APAC region during Q2 2024, a significant increase from 1% in Q1. - Out of 95 advertisers, 12 included ESG messaging. Allianz Global Investors, AXA Investment Managers, and Robeco contributed to over 90% of ESG ad volume. - On average, these 12 ESG advertisers allocated 48% of their advertising to ESG promotion, compared to 13% in the previous quarter. - Two firms, BNP Paribas Asset Management and Russell Investments, exclusively promoted ESG. **Geographical Distribution:** - Advertisers were active in various regions: six in Hong Kong, five in Australia, four in Singapore, two in Taiwan, and one each in India and Japan. There were no ESG ads in Korea. **Focus Shift:** - There was a notable shift towards thought leadership with 85% of Q2 ESG advertising focused on this area. Brand campaigns accounted for 12% and fund promotions only 3%, a reversal from Q1's emphasis on fund promotion. **Content Consumption:** - Despite increased advertising efforts, APAC investor engagement with ESG content on websites dropped below the 365-day rolling average by 20% to 36%. - Consumption declines varied by region, with Australia facing a comparatively smaller decrease (-5% to -35%), while Hong Kong and Korea experienced larger drops, between -50% to -68% and -49% to -79%, respectively. **Campaign Examples:** - Notable campaigns included those from Allianz Global Investors, AXA Investment Managers, and Nuveen Asset Management. This upward trend in ESG promotion reveals an industry shift towards sustainability and thought leadership, though challenges remain in engaging investor audiences effectively. # Esg Advertising In Europe Shifts Almost Completely To Insights Promotion [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-in-europe-shifts-almost-completely-to-insights-promotion) ## Key Insights on ESG Advertising Trends in Europe In Q2 2024, the European ESG advertising landscape experienced a significant shift towards insights promotion, primarily driven by a major campaign from AXA IM. This shift was highlighted through data provided by Fundamental Monitor. The campaign led to insights promotion comprising 92% of all ESG advertising, a drastic change from the previous quarter where insights constituted only 20%, with fund promotion and brand campaigns representing the majority. ### Advertising Statistics - **Active Advertisers:** There were 117 active advertisers in Q2, with 30 incorporating ESG messages compared to 24 out of 86 in Q1. - **Advertising Dedication to ESG:** - Q1 2024: 34% of overall advertising was ESG-focused. - Q2 2024: 23% of overall advertising was ESG-focused. - Total asset management ESG advertising rose slightly to 17% from 16%. - **Primary Focus:** Only three asset managers, Groupama, Eden Tree, and CCLA, focused entirely on ESG in their European advertising. ### Geographic Distribution - **Top Markets by Advertisers:** - UK: 17 advertisers - France: 9 advertisers - Switzerland & Italy: 8 advertisers each - Benelux & Germany: 7 advertisers each - Nordics & Spain: 5 advertisers each ### ESG Content Consumption Data by Alphix Solutions indicated a decline in ESG content consumption across European asset managers' websites, with notable variances: - **UK:** Decline between 14% and 39% - **Germany:** Decline between 41% and 63% - **Italy:** Decline between 71% and 85% - **France & Benelux:** Sporadic increases; notable weeks include a 4% rise in France during June's last week. ### Example ESG Campaigns Notable ESG campaigns in Q2 2024 were initiated by companies like Nordea Asset Management, Allianz Global Investors, and Legal & General Investment Management. The continued focus on insights was seen as a strategic pivot for ESG campaigners, reflecting a changing landscape in European advertising as companies optimize their messaging to cater to shifting consumer engagements. # Esg Advertising In Europe Shifts Away From Brand Campaigns [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-in-europe-shifts-away-from-brand-campaigns) ## ESG Advertising Trends in Europe Recent analysis by Fundamental Monitor highlights significant shifts in ESG (Environmental, Social, and Governance) advertising across Europe. Asset managers are increasingly moving away from traditional brand campaigns, transitioning instead to emphasize thought leadership and specific fund promotions. #### Key Findings: - **Shift in Advertising Focus**: In Q3, brand campaigns accounted for just 22% of ESG advertising, a decline from 55% in Q2. Instead, there was an increase in insights-driven campaigns (up to 45% from 27%) and fund promotions (up to 33% from 18%). - **Stable Responsible Investing Advertising**: The overall percentage of advertising dedicated to responsible investing remained steady at 17%. However, within ESG specific advertising, the focus increased from 22% in Q2 to 28% in Q3. - **Drop in ESG Advertisers**: The number of active ESG advertisers fell from 50 to 38. Only four asset managers were solely focused on ESG in Q3 compared to nine in the previous quarter. These included Newton Investment Management, Eden Tree Investment Management, Oddo Meriten Investment Management, and NN Investment Partners. - **Geographical Distribution**: ESG advertising was most prevalent in the UK (17 advertisers), followed by Switzerland (16) and Germany (13). ### FAQs **Q:** Which asset managers continued to focus solely on ESG advertising in Q3? **A:** In Q3, Newton Investment Management, Eden Tree Investment Management, Oddo Meriten Investment Management, and NN Investment Partners focused solely on ESG promotion. **Q:** What were the top trends observed in ESG advertising in Q3? **A:** The trends included a shift away from brand campaigns to insights and fund promotions, and a slight increase in the proportion of total advertising dedicated to ESG within those advertising ESG. Advertising examples included campaigns from Amundi, Liontrust, and Janus Henderson, illustrating the ongoing efforts in the ESG space despite fewer advertisers. # Esg Advertising In North America Drops Significantly [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-in-north-america-drops-significantly) ## ESG Advertising Trends in North America Key findings from Fundamental Monitor indicate a notable decline in environmental, social, and governance (ESG) advertising among asset managers in North America during Q1 2023. - **Advertising Share:** ESG advertising accounted for only 0.26% of total asset management advertising in North America during the first quarter of 2023. This represents a significant decrease from the 9% recorded in Q4 2022, marking the lowest level since recordkeeping began in 2020. - **Performance Concerns:** The reduction in ESG advertising is largely attributed to performance concerns within ESG strategies. In 2022, 78% of global ESG equity strategies underperformed their benchmarks, with a median underperformance of 2.5 percentage points. Consequently, asset managers are reallocating promotional efforts towards alternative investment strategies. - **Advertising Focus:** Only four advertisers concentrated on showcasing their ESG capabilities, dedicating 31% of their overall advertising efforts to responsible investing. In contrast, 18 asset managers allocated 34% of their advertising to ESG in the previous quarter. - **Geographical Distribution:** All ESG advertising occurred within the United States, with no efforts noted in Canada. - **Campaign Purpose:** ESG advertising in Q1 was divided among insights promotion (37%), brand campaigns (32%), and fund promotion (31%). In the preceding quarter, ESG brand campaigns dominated with 62%, followed by thought leadership (20%) and fund promotion (18%). ### Key Advertisers Three notable companies driving ESG advertising efforts in Q1 included: - Robeco - Calvert - Federated Hermes ### FAQ **Q:** What was the percentage of ESG advertising in Q1 2023? **A:** ESG advertising constituted 0.26% of total asset management advertising in North America during Q1 2023. **Q:** Which advertisers were prominent in ESG promotion during this period? **A:** Robeco, Calvert, and Federated Hermes were key advertisers focused on promoting ESG in Q1 2023. **Q:** Was there any ESG advertising in Canada during Q1 2023? **A:** No, all ESG advertising efforts were concentrated in the USA. # Esg Advertising On The Rise In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-on-the-rise-in-north-america) ## ESG Advertising Surge in North America ESG (Environmental, Social, and Governance) advertising saw a significant increase in North America during Q4 2022. Asset managers notably dedicated a higher share of their advertising budgets to ESG initiatives compared to earlier quarters. ### Key Points: - **ESG Advertising Growth**: - ESG advertising constituted only 2% of North American asset management advertising in the first three quarters of 2022, jumping to 9% in Q4. - For asset managers that promote ESG strategies alongside others, the proportion of ESG advertising surged from 6% in Q3 to 34% in Q4. - **Shift in ESG Focus**: - ESG brand campaigns dramatically increased, accounting for 62% of all ESG advertising in Q4, compared to 27% in Q3. - Conversely, ESG insights and fund promotions saw declines from 43% to 20% and from 29% to 18%, respectively. - **Market Changes**: - The number of asset managers focusing on responsible investing in North America decreased from 22 to 18 in Q4. - There were 7 ESG advertisers operating in Canada and 12 in the U.S. - Notably, Janus Henderson, Newton Investment Management, and Schroders exclusively promoted ESG during Q4, while others included ESG within broader advertising strategies. ### ESG Campaign Examples: - Northern Trust - Robeco - Invesco - Newton Investment Management These insights reflect a growing inclination towards ESG-focused campaigns within the asset management industry in North America, indicating a shift in advertising strategies towards more sustainable and responsible investment themes. # Esg Advertising Slows Down In Apac In Q1 [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-advertising-slows-down-in-apac-in-q1) ## ESG Advertising Trends in APAC Q1 2022 Recent data from the Fundamental Monitor reveals a significant decline in ESG (Environmental, Social, and Governance) advertising within the Asia Pacific (APAC) region. The analysis demonstrates a considerable decrease in the portion of ESG-focused promotions as part of the total advertising spend by asset managers. - **Advertising Volume Reduction:** - ESG advertising represented 28% of the total advertising volume in Q4 2021. This shrunk to a mere 6% in Q1 2022. - For asset managers actively promoting ESG, the advertising share dropped from 43% in Q4 to 13% in Q1. - **Advertiser Participation:** - In Q1 2022, 27 asset managers promoted their ESG capabilities, slightly down from 28 in Q4. - Among these, only five firms were exclusively focused on ESG marketing: Natixis Global Asset Management, American Century Investments, Robeco, UOB Asset Management, and Lombard Odier Investment Management. - **Campaign Focus Shift:** - Q1 2022 saw ESG promotions split as follows: brand (27%), insights (42%), and fund promotion (31%). - This marks a transition from Q4, where thought leadership predominated (57%), alongside fund promotion (30%) and brand campaigns (13%). - **Regional Activity:** - Among the APAC markets, Singapore hosted the most active ESG advertisers (14), followed by Australia (12) and Hong Kong (10). ### Examples of Active ESG Advertisers in Q1 2022 - Amundi - Pictet - Nomura These findings indicate a strategic shift and a tightening focus on ESG-related advertisements among asset managers in the APAC region, reflecting broader market trends and strategic priorities. # Esg Brand Advertising Falls In Apac In Favour Of Esg Insights Promotion [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-brand-advertising-falls-in-apac-in-favour-of-esg-insights-promotion) ## ESG Advertising Trends in APAC (Q2 2021) In the second quarter of 2021, the focus of ESG (Environmental, Social, and Governance) advertising in the Asia Pacific (APAC) region shifted significantly. The advertising strategies of asset managers showed a diverse array of tactics compared to Q1, where brand campaigns dominated. ### Key Advertising Tactics - **Fund Product Promotion:** Represented the most common advertising tactic, accounting for 40% of ESG advertising in Q2. - **Promoted Insights:** Increased notably, comprising 33% of ESG campaigns, a significant rise from just 1% in Q1. - **Brand Advertising:** Dropped from 63% in Q1 to 27% in Q2. These changes indicate a strategic pivot toward promoting actionable insights and specific products over broad brand awareness. ### ESG Advertisers in APAC - The number of asset managers engaging in ESG-themed advertising decreased from 25 in Q1 to 19 in Q2, mainly due to the large Fidelity campaign in Q1 not being repeated. - ESG content constituted 12% of the total paid online advertising activity, with about 20% of impressions featuring ESG topics. - Nine advertisers focused exclusively on ESG, including notable names such as Ninety One, Federated Hermes, and Amundi. - Australia and Singapore each had 11 ESG advertisers, the highest in the region, followed by Hong Kong with 10. ### FAQ **Q: What types of ESG advertising tactics were most popular in Q2 2021 in APAC?** **A:** In Q2 2021, fund product promotion (40%) was the most popular, followed by promoted insights (33%) and brand advertising (27%). **Q: How did the ESG advertising landscape change from Q1 to Q2 2021?** **A:** There was a shift from brand-heavy advertising to a more balanced approach involving fund promotions and insights, with a decrease in the total number of ESG advertisers. # Esg Brand Campaigns Gain In Popularity In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-brand-campaigns-gain-in-popularity-in-europe) ## ESG Brand Campaigns in Europe The shift in ESG advertising for asset management in Europe reveals a growing trend towards brand campaigns, as opposed to direct fund promotion. This transition is substantiated by data from the Fundamental Monitor, reflecting changing strategies in ESG communications: - **Brand Campaign Dominance**: For Q2, 55% of ESG advertising consisted of brand campaigns, a substantial increase from 35% in Q1. - **Increased ESG Insights Promotions**: There was a notable rise in promoting ESG insights, up from 13% in Q1 to 27% in Q2. - **Decline in Fund Promotion**: Specific product promotions saw a drastic decrease, with only 18% of ESG advertising focusing on products in Q2, down from 51% in the previous quarter. ### Advertising Proportions The share of ESG advertising among total asset management advertising in Europe held steady through Q2, with only a slight decrease from 18% in Q1 to 17% in Q2. Notably, when considering managers who actively marketed ESG, 22% of their advertising was ESG-focused, a notable decrease from 40% in Q1. ### Active Advertisers and Regional Focus - **Increase in Active ESG Advertisers**: Fifty asset managers engaged in ESG promotions in Q2, up from 43 in Q1. Nine of these focused exclusively on ESG, including well-known names like Goldman Sachs Asset Management and Impax Asset Management. - **Geographical Spread**: Thanks to campaigns such as Impax’s Europe-wide initiative, ESG advertising reached all countries monitored. The UK led with 26 advertisers, followed by Switzerland, Italy, and Germany. Examples of active campaigns in the market during Q2 included Liontrust, Amundi Asset Management, and Fidelity International. This indicates a strategic shift towards broader engagement with ESG topics across Europe’s asset management industry. # Esg Growth Unaffected By Uncertainty On Best Esg Approach [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-growth-unaffected-by-uncertainty-on-best-esg-approach) ## Key Insights on ESG Promotion by Asset Managers Asset managers in Europe are facing challenges in promoting their ESG (Environmental, Social, and Governance) offerings despite the growing importance of responsible investing. The integration of ESG criteria is on the rise, yet there is no standardized approach across markets. - **Growth in ESG Assets**: European sustainable investing assets increased from $12,040 billion in 2016 to $14,075 billion in 2018. ESG and SRI ETFs witnessed a significant rise from $4 billion in 2016 to $26 billion in 2019, with predictions to grow to $400 billion in the next decade. - **Discrepancies in ESG Adoption**: There is variability in the maturity of ESG integration across European countries. The Netherlands is leading in impact investing, while Germany is still developing. France relies heavily on regulation for ESG implementation. - **Popular ESG Strategies**: Negative screening is prevalent, while corporate engagement, best-in-class, and impact investing strategies are also being pursued. Norms-based screening is declining. ### Advertising Challenges ESG brand recognition among asset managers varies significantly across Europe. Several asset managers enjoy high recognition without actively promoting their ESG credentials: - **Brand Recognition**: In the Netherlands, Triodos IM attained a 50% recognition score, the highest among surveyed markets. Spain has a clear leader in Robeco for ESG brand recognition. - **Advertising Effort**: The Netherlands and the UK feature the most active ESG advertisers, with 15 and 11 prominent firms respectively. Germany, France, Italy, and Spain follow behind with fewer advertisers. Despite the heightened media focus on ESG, European asset managers aren't promoting ESG as vigorously as anticipated, presenting opportunities for firms with strong brand recognition to enhance their ESG messaging. # Esg Promotion Accounts For Smaller Share Of Advertising In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/esg-promotion-accounts-for-smaller-share-of-advertising-in-europe) ## ESG Advertising Trends in Europe In Q3 2024, the focus on promoting ESG (Environmental, Social, and Governance) investment among asset managers in Europe decreased, with only 8% of overall advertising attributed to responsible investing, down from 17% in Q2, as per the Fundamental Monitor data. Despite a decrease in the share of ESG-focused advertising, there was a noticeable presence of ESG advertisers in the market. Out of 127 advertisers, 34 included ESG messages, dedicating 12% of their efforts to ESG promotion, down from 23% in the previous quarter. ### Advertising Dynamics Three asset managers focused solely on ESG advertising: Macquarie, EB-SIM, and CCLA. The UK led with the highest number of ESG advertisers (19), followed by Germany (13), and the Benelux region (12). A significant shift occurred in the type of campaigns, with brand campaigns increasing from 5% to 54%, while thought leadership plummeted from 92% to 21%. There was also an increase in fund promotion, rising from 3% to 24%. ### ESG Content Consumption Insights Data from Alphix Solutions indicates fluctuating ESG content consumption by investors on asset managers' websites. Consumption exceeded the 365-day rolling average in mid-July to August, ranging between 3% and 22%, but dipped 2% to 15% for the rest of the quarter. Country-level disparities were evident: - Germany and the Nordics experienced a decline between 7%-39% and 9%-53% respectively. - France showed higher-than-average consumption, particularly in August. - Other markets exhibited mixed outcomes with varying weeks of above-average engagement. ### Examples of ESG Campaigns - Federated Hermes - Nordea Asset Management - PGIM Investments These insights highlight the evolving landscape of ESG advertising and content consumption patterns across Europe in Q3 2024. # Etf Advertising Slowly Recovering In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/etf-advertising-slowly-recovering-in-north-america) ## ETF Advertising Trends in North America Advertising for Exchange-Traded Funds (ETFs) in North America is gradually recovering, as indicated by data from Fundamental Monitor. In Q2 2023, ETF advertising accounted for 22% of all asset management advertising in the region, rising from 16% in Q1. Historically, ETFs have constituted a significant portion of the advertising budget, consistently occupying at least 33% from Q2 2020 to Q3 2022 and sometimes surpassing 50%. However, a notable decline occurred in Q4 2022, with a gradual recovery beginning in subsequent quarters. ### Advertising Dynamics - **ETF Advertising**: Remained stable, with 18 active advertisers in Q2 2023. - **Equities and Fixed Income**: Advertisers decreased from 8 to 5 for equities and from 14 to 10 for fixed income. - **Brand Campaigns**: Became more popular, representing 47% of total advertising, up from 38% in Q1. This increase was at the expense of fund promotions, which dropped from 45% to 34%. - **Other Promotions**: Included investment tools and event promotions, comprising 7% of the total advertising efforts. ### Campaign Examples - **Brand Campaigns**: Merrill Lynch - **Fund Promotion**: Franklin Templeton - **Investment Tools**: BlackRock - **ETFs**: RBC Asset Management - **Equities**: Invesco These findings reflect shifting priorities and strategies among asset managers in North America, with a notable pivot towards brand campaigns rather than specific fund promotions. This information underscores a broader trend of adapting advertising strategies in the face of evolving market conditions. # Fewer Active Advertisers Spent A Higher Advertising Portion On Esg Promotion In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/fewer-active-advertisers-spent-a-higher-advertising-portion-on-esg-promotion-in-europe) ## ESG Advertising Trends in Europe Q1 2024 In the first quarter of 2024, European asset managers adjusted their advertising strategies with a notable shift towards promoting Environmental, Social, and Governance (ESG) themes. Despite a decrease in the number of active advertisers, those who did advertise allocated a greater percentage of their budgets to ESG initiatives. ### Key Statistics - Out of 86 active advertisers, 24 included ESG messaging, down from 31 in Q4 2023. - Advertisers increased ESG ad spending to 34% of their total budgets, up from 28% in the previous quarter. - ESG advertisements accounted for 16% of total ad volume, an increase from 14%. ### ESG Campaign Focus - Fund promotion constituted 51% of ESG advertising, a significant rise from 25% in Q4 2023. - Brand campaigns made up 29%, with thought leadership insights dropping to 20%. - Only three asset managers dedicated their entire advertising efforts to ESG: Nordea Investment Funds, Eden Tree Investment Management, and iShares. ### Market Insights - The UK led in ESG advertising with 13 active advertisers, followed by Benelux (9) and Switzerland (6). - Other regions such as Germany, Italy, and the Nordics each had three advertisers engaging in ESG advertising. ### Investor Engagement Despite increased promotion, investor engagement with ESG content decreased during the quarter. Analysis by Alphix Solutions showed: - A decline in content consumption by 0.84% to 25% in January and February, worsening to 46% to 60% in March. - In the UK, consumption consistently decreased from -6% in January to -42% in late March. ### Conclusion The data indicates a disconnect between asset managers' increased ESG promotion efforts and actual investor interest, highlighting potential areas for improved targeting and messaging strategies. ### Examples of ESG Campaigns - Federated Hermes - BNP Paribas Asset Management - PGIM Investments This shift in advertising strategy underscores the growing importance of ESG themes, albeit with challenges in aligning investor engagement with promotional efforts. # Fewer Esg Advertisers But Higher Volumes In Canada Than In Us During Q1 [cite](https://fundamentalgroup.com/insights/competitor-alerts/fewer-esg-advertisers-but-higher-volumes-in-canada-than-in-us-during-q1) ## ESG Advertising Trends in North America - Q1 2022 Data from Fundamental Monitor reveals significant insights into ESG advertising trends across North America during the first quarter of 2022. - Despite a higher number of ESG advertisers in the US, Canada reported greater ESG advertising volumes. - ESG-focused advertising constituted only 2% of the total asset management advertising in North America in Q1 2022, a decline from 5% in Q4 2021. - Specifically, active ESG advertisers allocated 4% of their ad resources to ESG, a steep drop from the previous 27% in Q4 2021. ### Advertising Content And Strategy Shifts - **Brand Campaigns**: There was a significant reduction in brand campaigns within ESG advertising, decreasing from 66% in Q4 2021 to 41% in Q1 2022. - **Insights and Fund Promotions**: Conversely, the allocation for insights and fund promotions saw an increase. Insights-related marketing grew from 24% to 38%, and fund promotions rose from 10% to 20%. ### ESG Advertisers Overview - The number of active ESG advertisers dropped from 21 in Q4 to 16 in Q1. - Four advertisers focused solely on ESG—HSBC Global Asset Management, Interactive Advisors, Lombard Odier Investment Managers, and Wellington Management. - The US had 13 active ESG advertisers compared to three in Canada; however, Canada experienced the highest advertising volumes. ### Notable ESG Campaigns in Q1 2022 - RBC - Invesco - FlexShares This analysis underscores the shift in advertising priorities and the regional nuances within North America's ESG promotion landscape. # Fixed Income Advertising Rises Significantly In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/fixed-income-advertising-rises-significantly-in-europe) ## Fundamental Insights: Fixed Income Advertising Trends in Europe Recent data from Fundamental Monitor indicates a notable increase in fixed income advertising across Europe, as asset managers place greater emphasis on these promotions over equity advertising. During the fourth quarter of 2023, 19% of asset managers' advertising budgets were allocated to fixed income, rising from 10% recorded in the previous quarter. In contrast, advertising for equities decreased from 12% to 10% over the same period. The report also highlights the decrease in multi-asset advertising share, scaling down from a high of 10% in Q3 to low single digits by the end of Q4. Despite this reduction, the number of multi-asset advertisers in the market increased from 8 to 12. ### Key Trends: - **Increase in Fixed Income Advertising**: Raised from 10% to 19% share. - **Decrease in Equity Advertising**: Declined from 12% to 10%. - **Diversification in Multi-Asset**: Number of advertisers rose from 8 to 12. - **ESG Advertising Growth**: Reached a new peak with 31 active advertisers. Advertising dedicated to insights rose substantially, capturing 36% of the total advertising share, up from 22% in Q3. Conversely, brand campaigns and fund promotions saw reductions, although brand-related advertising still holds a prominent position at 46%. ### Examples of Notable Q4 2023 Campaigns: - **Fixed Income**: Campaign by Capital Group - **Insights Promotion**: Handled by BNP Paribas Asset Management - **Brand Campaign**: Conducted by Invesco ### Insights: The European asset management landscape shows a distinct shift toward fixed income advertising, with a rising number of advertisers endorsing this asset type. Despite fluctuations in advertising shares, brand campaigns continue to dominate the promotional mix. This trend indicates asset managers' strategic pivot aligning with market demands and investor appetite. # Fund Promotion Back As Most Popular Advertising Purpose In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/fund-promotion-back-as-most-popular-advertising-purpose-in-north-america) ## Advertising Trends in North American Asset Management (Q1 2022) Data from Fundamental Monitor highlights significant shifts in advertising purposes within the North American asset management sector for Q1 2022. The primary focus of these campaigns was on fund promotion, which accounted for 44% of all advertising activities. This marks an increase from 33% in the previous quarter, Q4 2021, when thought leadership promotion had momentarily taken the top spot at 39%, but fell to 29% in Q1 2022. Brand campaigns held 25% of the market share. ### Key Advertising Strategies and Asset Classes - **Equities and Fixed Income:** Equities were more frequently advertised than fixed income, yet at lower levels compared to any period since Q1 2020. - **ETFs:** Despite a decrease in share, ETFs continue to comprise nearly half of the total advertising presence. - **ESG:** ESG advertising experienced a decline, representing a mere 2% of total advertising, a drop from 5% in Q4 2021. - **Multi Asset:** There was no advertising for multi asset products in Q1. ### Advertiser Participation The number of asset managers focusing on ETFs saw a modest increase from 21 to 22. Conversely, advertisers for all other key strategies diminished, with those promoting ESG decreasing from 21 to 16. ### Campaign Examples Notable campaigns that were active in North America during Q1 2022 included: - **Invesco:** Focused on fund promotion. - **State Street Global Advisors:** Concentrated on insights. - **Grayscale:** Highlighted ETFs. # Fund Promotion More Popular Among North American Advertisers [cite](https://fundamentalgroup.com/insights/competitor-alerts/fund-promotion-more-popular-among-north-american-advertisers) ## Key Overview In Q3 2023, North American advertisers prioritized fund promotion within their asset management advertising, as indicated by data from the Fundamental Monitor. The analysis reveals significant shifts in advertising strategies focusing on various asset classes and campaign types. ### Advertising Trends - **Fund Promotion**: This category surged, comprising 62% of all advertising efforts in Q3, up from 34% in Q2. Notable campaigns included T. Rowe Price and Franklin Templeton. - **Brand Campaigns**: These witnessed a decline, dropping to 20% in Q3 from a previous 47% in Q2. - **Insights Promotion**: Although minor, there was an increase from 12% to 15%. - **Equities and Fixed Income**: The share allocated to equities rose from 5% to 9%, and fixed income from 5% to 8%. ### Popular Asset Classes - **Exchange-Traded Funds (ETFs)** remained the dominant asset class, increasing their advertising share from 22% in Q2 to 25% in Q3, with prominent campaigns by RBC Global Asset Management. - **Multi Asset and ESG**: These asset classes showed very limited activity, with minimal promotional initiatives. ### Advertiser Participation - There was a notable increase in the number of asset managers promoting various asset classes. - **Fixed Income**: The number rose from 10 in Q2 to 17 in Q3. - **Equities**: Advertisers doubled from 5 to 10. - **ETFs**: Advertisers increased marginally from 18 to 20. - **Multi Asset and ESG**: These had sparse representation with only one manager focused on multi asset and four on ESG. ### FAQ **Q:** What was the most advertised asset class in Q3 2023 in North America? **A:** Exchange-Traded Funds (ETFs). **Q:** How did brand campaigns fare in Q3 2023 compared to Q2? **A:** They decreased from making up 47% of advertising in Q2 to 20% in Q3. # Fund Promotion Most Prevalent In Europes Esg Advertising In Q1 [cite](https://fundamentalgroup.com/insights/competitor-alerts/fund-promotion-most-prevalent-in-europes-esg-advertising-in-q1) ## Key Insights from European ESG Advertising in Q1 2022 - **Fund Promotion Trends**: In the first quarter of 2022, the focus in European ESG advertising shifted significantly towards fund promotion. Data indicates that 51% of ESG advertising in Europe focused on fund promotion, a sharp increase from the 27% recorded in the previous quarter (Q4 2021). - **Decrease in Thought Leadership**: The engagement with thought leadership content saw a notable decline. Only 13% of ESG advertisements concentrated on thought leadership in Q1, a drop from 55% in Q4 2021. - **Brand Campaigns Rising**: Despite the decrease in thought leadership, brand-focused advertising increased, accounting for 35% of ESG advertising, up from 18% last quarter. - **Overall ESG Advertising Share**: ESG advertising constituted 18% of all asset management advertising in Q1 2022. This represented a slight decrease from 19% in Q4 2021. - **Advertising Expenditure**: For asset managers promoting ESG, they allocated 40% of their total advertising budget to ESG, an increase from 21% in the previous quarter. - **Advertiser Activity**: The number of active ESG advertisers in Europe declined from 61 in Q4 2021 to 43 in Q1 2022. Ten companies exclusively advertised their ESG services, including prominent names like BBVA, Federated Hermes, and DWS. - **Geographic Distribution**: ESG advertising was present across various European regions, barring Belgium, Luxembourg, and Norway. The UK led with the highest number of advertisers (22), followed by Italy (15) and Switzerland (14). ### Leading ESG Advertisers Focusing Exclusively on ESG: - BBVA - Federated Hermes - Lombard Odier - Candriam - FlexShares - BMO Global Asset Management - FE Investments - DWS - Comgest - Nordea This insight highlights the evolving landscape of ESG advertising, underlining a strategic shift towards promoting fund offerings over thought leadership within Europe. # Fund Promotion Now Makes Up Two Thirds Of Asset Management Advertising In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/fund-promotion-now-makes-up-two-thirds-of-asset-management-advertising-in-north-america) ## Fund Promotion Surges in North America Recent data from Fundamental Monitor indicates a significant rise in fund promotion within asset management advertising in North America. By the end of Q4 2023, asset managers allocated 66% of their advertising efforts to fund promotion, marking the highest percentage since early 2020. In comparison, this figure stood at 62% in Q3 2023. Concurrently, insights promotion reduced from 15% to 11%, while brand campaigns maintained a steady 20% share of the total advertising volume. ### Market Trends - **ETF Advertising**: Despite being a favored strategy, ETF-focused advertising decreased from 25% in Q3 to 17% in Q4. - **Equities and Fixed Income**: Advertising for these categories dropped to 6% each. - **ESG Promotion**: Although comprising a minor segment, the number of advertisers focusing on responsible investing grew to 9 by the end of Q4. ### Advertiser Participation Q4 2023 saw a rise in the number of advertisers across key strategic areas: - **Equities and Fixed Income**: Three additional advertisers for each, increasing the total to 13 and 20, respectively. - **ETFs**: Slight growth, with one additional advertiser resulting in a total of 21. ### Campaign Examples from Q4 2023 - **Fund Promotion**: T. Rowe Price - **ETFs**: State Street Global Advisors - **Equities and Fixed Income**: Franklin Templeton The data highlights a critical shift towards fund promotion in North American asset management advertising, reflecting evolving priorities and strategies within the industry. # Global Advertising Trends January 2020 [cite](https://fundamentalgroup.com/insights/competitor-alerts/global-advertising-trends-january-2020) ## Global Advertising Trends - January 2020 **Europe** - Amundi commenced the new decade with a significant campaign throughout the region, focusing on the Italian direct-to-consumer market. Uncommonly for Amundi, it topped the advertising spend list with 2.8 million estimated impressions. - Allianz Global Investors was the second-largest advertiser, spending 61% of Amundi's relative expenditure. - BNP Paribas focused on Italy as well, securing the second-highest impressions at nearly 2.1 million. - Capital Group expanded their online advertising across Europe, utilizing global publications such as The Wall Street Journal and Bloomberg. **North America** - Vanguard launched a major ETF promotion campaign, achieving 66.7 million impressions in the US, predominantly via the BBC website. - Invesco, the second-largest advertiser, expended 34% of Vanguard's resources with 25.6 million impressions, predominantly from business websites. **Asia Pacific** - Trilogy emerged as a new top advertiser in APAC, executing a major campaign across the direct-to-consumer and wholesale markets in Australia with 15.8 million impressions. - Fidelity's campaign, while distributed throughout the region on multiple websites, garnered 4.2 million impressions and operated with about 25% of Trilogy's expenditure. **Insights** - Data is sourced from Fundamental Monitor, a tool by Fundamental Media that offers real-time insights into global advertising campaigns by asset managers. This summary showcases prominent advertising trends, highlighting key players and their strategic market focus for January 2020 across Europe, North America, and the Asia Pacific regions. # Highest Number Of Esg Advertisers In Market During Q4 2020 [cite](https://fundamentalgroup.com/insights/competitor-alerts/highest-number-of-esg-advertisers-in-market-during-q4-2020) ## Overview of ESG Advertising Trends Q4 2020 During the fourth quarter of 2020, a significant rise in ESG (Environmental, Social, and Governance) advertising was observed, with 40 different asset managers actively promoting their ESG credentials across Europe. The trend highlighted in data by Fundamental Media indicates an alignment with the growing prioritization of ESG investing by asset owners. ### Key Data Points: - **Growth in Advertisers:** - Q1 2020: 18 ESG advertisers - Q2 2020: 29 ESG advertisers - Q3 2020: 34 ESG advertisers - Q4 2020: 40 ESG advertisers - **Impressions and Share of Advertising:** - Total impressions for ESG advertising in Q4 2020 reached 13.6 million, up from 9.9 million in Q3. - ESG advertising accounted for 17% of all asset management advertising, an increase from 12% in the previous quarter. - **Focus of Advertising Content:** - 48% on brand-building - 32% on thought leadership insights - 18% on fund promotion ### Regional Distribution: - **Highest number of advertisers per country:** - UK: 19 advertisers - Italy: 13 advertisers - Spain & Germany: 12 advertisers each - Netherlands: 11 advertisers - France & Switzerland: 9 advertisers each - **Countries with no ESG Advertising:** - Denmark, Finland, Luxembourg, Norway ### ESG Commitment Levels: - **100% ESG-focused advertising:** 10 advertisers including Lombard Odier and Legg Mason. - **59%-95% ESG-focused advertising:** 11 advertisers - **10%-48% ESG-focused advertising:** 7 advertisers - **Under 10% ESG-focused advertising:** 12 advertisers Seventy-one asset managers participated in the European market during the same period without engaging in ESG-related advertising, making future growth in ESG promotional activities highly probable if the trend continues. # How Asset Managers Advertise Responsible Investing In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/how-asset-managers-advertise-responsible-investing-in-europe) ## ESG Advertising Trends in Europe **Key Findings:** - ESG (Environmental, Social, and Governance) investing has gained significant traction among asset managers in Europe. This trend notably influences their advertising efforts. - Fundamental Media's research in early 2020 showed that asset managers targeted a broad audience, including institutional, intermediary, and individual investors, with focused ESG campaigns. - Approximately 80% of institutional investors in key European markets anticipated a rise in ESG investing within the year, making it a top selection criterion alongside performance and investment process. **Advertising Strategies and Observations:** - ESG topics ranked as the second most engaging for investors during Q1 and Q2 of 2020, even amidst market uncertainties like the COVID-19 pandemic. - Data from Fundamental Monitor highlighted that asset managers dramatically increased their allocation to ESG advertising, indicating a robust integration of ESG factors in their branding and asset management. - UBS Asset Management led in ad impressions, followed by prominent players such as Invesco, Amundi Asset Management, Robeco, and BNP Paribas AM. **Geographic and Audience Targeting:** - The UK emerged as the most targeted country by the top ten asset managers for ESG messages in the first half of 2020. Other significant markets included Italy, France, the Netherlands, and Spain, while Germany, Sweden, and Switzerland were least targeted. - Among investor audiences, end investors were predominantly targeted (80%), followed by wholesale (60%) and institutional investors (40%). **Advertising Focus Transition:** - There was a notable shift in focus from Q1 to Q2. Initially, ESG campaigns predominantly promoted funds. However, as the pandemic spread, the emphasis shifted towards sharing insights and brand building, indicating agility in adapting communication strategies. - The trend of strong ESG interest despite the pandemic is expected to persist. **Conclusion:** - Asset managers in Europe are increasingly incorporating ESG elements into their advertising strategies, reflecting broader industry trends and sustained investor interest. # How Asset Managers Respond To A Crisis [cite](https://fundamentalgroup.com/insights/competitor-alerts/how-asset-managers-respond-to-a-crisis) ## Fundamental Insights: Asset Managers’ Response to Crisis **Key Observations:** - Asset managers globally have altered their advertising strategies in response to the ongoing Covid-19 crisis, as revealed by Fundamental Media's data. ### Europe - In Europe, during 2019 and Q1 2020, advertising distribution was stable among brand, insights, and fund promotions. - Q2 2020 saw a marked decrease in fund promotion advertising, paralleled by a rise in insights promotion. - By Q3 2020, brand advertising experienced a resurgence, surpassing both fund and insights promotions for the first time during the observed period. - Overall, there was a notable shift towards thought leadership, with a reduction in straightforward product advertising campaigns. **Advertising Format Trends (Q3 2019 vs Q3 2020):** - Brand and fund promotion landing pages decreased. - Slight increase in insights landing pages, despite being the third-lowest for the observed period. ### North America and Asia Pacific - In North America and Asia Pacific, advertising focus shifted towards "safer" investment strategies, driven by the pandemic's progression. - The Asia Pacific saw increased fixed income promotions and a decline in equity advertisements post-Q2 2020. ETF promotions rose significantly. - In North America, ETF promotions dominated as investors sought liquid assets amid market distress and liquidity crises. - Q2 witnessed a significant rise in thought leadership advertising, although it subsided by Q3. Fund promotion, despite an overall drop, remains the top strategy. ### Data Source - All insights stem from Fundamental Monitor, a real-time advertising insights tool by Fundamental Media. The Fundamental Insights article highlights strategic shifts in asset managers' advertising during the Covid-19 pandemic, signifying a move towards thought leadership and safer investment strategies across different regions using data insights from their proprietary platforms. # Less Esg Advertising Activity In Europe During Q1 [cite](https://fundamentalgroup.com/insights/competitor-alerts/less-esg-advertising-activity-in-europe-during-q1) ## **Key Insights on ESG Advertising in Europe Q1 2022** - **Decrease in ESG Advertising:** - ESG advertising in Europe saw a notable decline in Q1 2022. The advertising share for ESG, which was 44% in Q4 2021, reduced to 18%, though still an increase from 10% in Q1 2021. - The number of ESG advertisers also dropped from 61 in Q4 2021 to 43 in Q1 2022. - **Trends in Other Asset Classes:** - **Equities:** Advertisements dedicated to equities rose to 16% from 12% in the previous quarter. However, the number of advertisers decreased to 21. - **Fixed Income:** Contrarily, the number of fixed income advertisers increased slightly, from 17 to 20. - **Insight Advertising:** Fell sharply from 41% in Q4 2021 to 13% in Q1 2022, mirroring levels from the same quarter in 2021. - **Campaign Focus:** - **Brand Campaigns:** Accounted for 49% of advertising activities in Q1 2022. - **Fund Promotion Campaigns:** Comprised 36% of the advertising focus. - **Examples of Campaigns:** - **Franklin Templeton:** Brand campaign. - **Baillie Gifford:** Fund promotion. - **Wellington:** ESG campaign. - **Altana Wealth:** Equities. ### **FAQ** **Q:** What was the change in ESG advertising from Q4 2021 to Q1 2022? **A:** ESG advertising share dropped from 44% to 18% of total advertising. **Q:** How did the number of ESG advertisers change in Q1 2022? **A:** It decreased from 61 advertisers in Q4 2021 to 43 advertisers. **Q:** Which asset class increased its advertising share in Q1 2022? **A:** Equities, which grew from 12% to 16%. Overall, the findings highlight a significant reduction in ESG advertising activity and a shift in focus towards different asset classes in Europe during Q1 2022. # More Advertising Dedicated To The Promotion Of Key Strategies In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-advertising-dedicated-to-the-promotion-of-key-strategies-in-europe) ## Key Strategies in European Asset Management Advertising In the third quarter of 2023, asset management firms in Europe increased their advertising efforts toward specific asset classes and strategies, reflecting pivotal changes in promotional distribution as tracked by Fundamental Monitor. ### Advertising Allocation - **ETFs:** The allocation for ETF advertising escalated significantly, rising from 1% in Q2 to 9% in Q3, marking the largest percentage uptick among all asset classes. - **Multi-Asset:** Proportions for multi-asset promotions doubled, reaching 10% in Q3, the highest since early 2020. - **Equities and Fixed Income:** Advertising for equities rose from 10% to 12%, while fixed income saw an identical increase, from 8% to 12%. - **ESG:** Notably, ESG campaigns grew from 10% to 13%, achieving their highest level since Q4 2022. ### Advertising Dynamics - **Brand vs Fund Promotions:** Brand campaigns slightly decreased to 51% of total advertising, while fund promotions increased to 27%. The share of insights promotion experienced a minor decline to 22%. - **Active Advertisers:** The number of advertisers for equities saw a positively notable growth from 10 to 16. However, fewer advertisers were active in fixed income, decreasing from 23 to 18. There was a decline in active advertisers for multi-asset and ESG, while ETF advertising witnessed an additional participant in Q3 compared to Q2. ### Campaign Examples - **Brand Campaign:** Franklin Templeton - **Fund Promotion:** Gravis Capital - **ETFs:** iShares - **Multi-Asset:** DJE Kapital This period marked a shift towards more focused advertising efforts within the asset management sector in Europe, emphasizing ETFs, multi-asset classes, and ESG strategies. This trend underscores a strategic focus on adaptability and niche marketing in financial product promotions. # More Asset Managers Promote Their Esg Offering During Q3 [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-asset-managers-promote-their-esg-offering-during-q3) ## Increase in ESG Advertising During Q3 2020 During the third quarter of 2020, a notable rise in the promotion of environmental, social, and governance (ESG) credentials by asset managers was observed. According to data from Fundamental Media, 34 asset managers advertised their ESG offerings in Q3, increasing from 29 in Q2. ### Advertising Volume and Impact - Although total impressions for ESG-related ads fell from 11 million in Q1 to 9.9 million in Q3, the share of ESG advertising grew from 9% to 12%. - Predominantly directed at promoting thought leadership content, ESG advertising comprised 58% for insight pieces, 28% for specific ESG funds, and 11% for brand promotion. - Notably, iShares launched a new tool for examining ESG credentials of fund offerings. ### Geographic Distribution - The UK was a leading market with 15 active advertisers; Spain, France, and Germany hosted 11–12 each, while there were fewer in the Netherlands and Italy. - Some European countries like Belgium, Luxembourg, and Norway showed no ESG advertising activity in Q3. ### Advertiser Strategies - ESG advertising is not the core focus for many advertisers, with an average of 22% of activity dedicated to ESG efforts. - Nevertheless, 10 advertisers allocated 85% or more of their advertising budget to ESG, with companies like Kempen Capital Management and Nordea focusing entirely on ESG. ### Changing Landscape - The list of top ESG advertisers shifted significantly, with UBS Asset Management dropping out of the top ten, leaving only iShares and Pictet Asset Management as consistent top advertisers throughout 2020. This data, compiled via Fundamental Monitor, demonstrates evolving strategies and geographic preferences among asset managers in promoting ESG initiatives. # More Asset Managers Promoting Esg In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-asset-managers-promoting-esg-in-europe) ## More Asset Managers Promoting ESG in Europe According to data from Fundamental Monitor, the importance of ESG (Environmental, Social, and Governance) in asset management advertising has seen a moderate increase in Europe. Key insights from Q4 2022 reveal a trend towards emphasizing ESG capabilities within asset management firms: - **Advertiser Presence:** There were 43 ESG advertisers active in the European market during Q4 2022, an increase from 38 in Q3. - **Dedicated ESG Advertisers:** A noticeable uptick occurred in firms focusing solely on ESG, rising from four in Q3 to eight in Q4. These companies included: - American Century Investments - Scottish Widows - Eden Tree Investment Management - Eurizon Capital - FlexShares - NN Investment Partners - Legal & General Investment Management - Oddo Meriten Asset Management - **Advertising Spend:** - The proportion of all asset management advertising dedicated to ESG reached 18% in Q4, up from 17% in Q3. - The share of ESG advertising by active ESG advertisers fell from 28% in Q3 to 24% in Q4. - **Regional Activity:** The UK emerged as the most active market with 27 ESG advertisers, followed by Switzerland with 21, and Germany with 18. - **Advertising Focus:** - There was a shift towards ESG brand campaigns, increasing to 36% of ESG advertising, compared to 22% in Q3. - ESG fund promotion saw a decline, dropping from 33% in Q3 to 20% in Q4. - Promotion of ESG thought leadership remained relatively stable at 44%, a slight decrease from 45% in Q3. These trends illustrate a growing commitment to ESG in European asset management, with varying strategies and focus areas within advertising campaigns. # More Asset Managers Promoting Esg In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-asset-managers-promoting-esg-in-north-america) ## Key Insights on ESG Advertising Trends in North America - **ESG in Advertising**: Despite an increase in asset managers promoting Environmental, Social, and Governance (ESG) criteria, ESG advertising constitutes a small percentage of overall asset management advertising in North America. During Q2, it accounted for merely 2% of total asset management advertising, unchanged from Q1. For advertisers actively promoting ESG, there was a slight increase from 4% in Q1 to 5% in Q2. - **Growth in ESG Advertisers**: The number of asset managers advertising ESG credentials rose to 21 in Q2 from 16 in Q1. Among these, Blackstone, Impax Asset Management, Schroders, and Wellington Management exclusively focused on ESG promotions. - **Geographical Distribution**: In Q2, 17 ESG advertisers were active in the United States, while Canada hosted six. - **Purpose of ESG Campaigns**: ESG campaigns were evenly distributed across three primary purposes: brand campaigns (32%), insights (36%), and fund promotion (32%). This distribution marked a shift from Q1 where brand campaigns were more dominant at 41%. - **Examples of Campaigns**: Several firms were active in the ESG advertising space, including Northern Trust, Invesco, Franklin Templeton, Calvert, and Wellington. ### Related Trends: - ESG promotion holds a smaller advertising share in Europe compared to North America. - In the Asia-Pacific (APAC) region, asset managers also dedicate less advertising effort to ESG promotion. These insights highlight a growing yet still modest trend towards ESG advertising among asset managers in North America, with only slight changes in advertising distribution and campaign focus over the noted quarters. # More Equities Advertising In Apac As Etf Promotion Falls [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-equities-advertising-in-apac-as-etf-promotion-falls) ## APAC Advertising Trends in Q4 2023 Recent data from Fundamental Monitor highlights a shift in asset management advertising trends in the Asia-Pacific region during Q4 2023. Asset managers have adjusted their budget allocation, focusing more on equities and ESG, while reducing emphasis on ETFs. ### Key Insights: - **Equities Advertising**: Constituted 24% of total advertising in Q4, a significant increase from 5% in Q3. - **ESG Advertising**: Rose from 4% to 13% over the same period, indicating a growing focus on sustainable investments. - **ETFs Advertising**: Experienced a decrease, falling from 14% to 9%. ### Budget Allocation: - **Brand Promotion**: Asset managers devoted 26% of their advertising budgets to brand campaigns. - **Insights and Funds Promotion**: Saw declines of 7% and 17%, respectively. - **Event and Investment Tool Promotion**: Comprised 12% of advertising, driven by significant events like those by Nomura Asset Management. ### Advertiser Activity: - **Equities**: The number of advertisers rose slightly from 17 to 18. - **ESG**: The number of advertisers decreased from 16 to 12, despite increased advertising share. ### Campaign Examples Q4 2023: - **Equities**: Promoted by Franklin Templeton. - **ESG**: Highlighted by Amundi Asset Management. - **Event Promotion**: Featured Nomura Asset Management's significant campaign. - **Brand Campaign**: Executed by La Trobe Financial. These shifts reflect strategic changes by asset managers responding to market demands and investment trends in the APAC region. # More Than A Quarter Of All Q1 Advertising Spend In Apac Focused On Esg [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-than-a-quarter-of-all-q1-advertising-spend-in-apac-focused-on-esg) ## ESG Advertising in Asia Pacific - Q1 2021 Insights - In the first quarter of 2021, ESG (Environmental, Social, and Governance) advertising represented 27% of the total advertising spend by asset managers in Asia Pacific (APAC). - A consistent number of 25 asset managers advertised ESG credentials in APAC, similar to Q4 2020, with some changes in active managers. ### Key Figures and Trends - Fidelity International significantly impacted the ESG advertising landscape, contributing 11.3 million impressions, which accounted for most of the increase from 7 million in Q4 2020 to 19.4 million in Q1 2021. - Compared to other regions, APAC led in ESG advertising share, being the highest recorded for any region in any quarter. - APAC's ESG advertising was dominantly brand-focused, making up 63%, while fund promotion constituted 36%, and insights a mere 1%. ### Regional ESG Advertising Distribution - Australia witnessed the most ESG advertising activity with 11 advertisers. - Hong Kong and India followed, with significant contributions from 8 advertisers in Hong Kong and predominantly from Invesco in India. - Other notable regions included Singapore (7 advertisers), Taiwan (5), and Japan (9), with Korea showing minimal activity (1 advertiser). ### Investor Sentiments and ESG Integration - Research by MSCI indicated a substantial increase in ESG investments within APAC, with 79% of institutional investors having increased investments in this area due to Covid-19 impacts. - Additionally, 57% of investors are projected to fully or largely incorporate ESG criteria into their investment processes by the end of 2021. - According to the Natixis Professional Fund Buyer Outlook, 59% of Asian fund buyers plan on deploying new ESG models soon, with 46% believing models ease ESG integration into portfolios. ### Asset Manager Advertising Strategy - Fidelity International dedicated 46% of its Q1 advertising budget to ESG, heavily influencing the overall ESG advertising increase. - Companies like Australian Ethical, Robeco, and HSBC Global Asset Management allocated their entire advertising budgets to promoting ESG. - BetaShares and Schroders diversified their strategy by combining fund promotion with insights, unlike other advertisers who focused on one advertising type. # More Than A Third Of European Advertising Promoting Fixed Income [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-than-a-third-of-european-advertising-promoting-fixed-income) ## Key Insights from Q3 2024 European Advertising Trends In Q3 2024, asset management advertising in Europe saw significant shifts in focus, as detailed by the Fundamental Monitor and Alphix Solutions data. #### Advertising Allocations: - **Fixed Income:** Advertising devoted to fixed income assets increased to 36%, a rise from 24% in Q2. - **Equities:** The allocation for equities advertising saw a slight increase from 5% in Q2 to 7% in Q3. - **ETFs:** There was a significant drop in ETF promotion, from 11% in Q2 to just 4% in Q3. - **ESG:** Environment, Social, and Governance (ESG) advertising decreased considerably from 17% to 8% between the second and third quarters. #### Campaign Types: - **Brand Campaigns:** These accounted for 55% of all advertising, the highest since Q2 2022, reflecting a notable increase from 43% in Q2 2024. - **Thought Leadership:** There was a sharp decline from 41% to 18% in promotions. - **Fund Promotion:** Promotions saw an increase from 16% to 27%. #### Content Consumption Insights: - **Equities, Fixed Income, and ETFs:** Overall, content consumption for these topics was below the 365-day rolling average. Equities dipped between 9% and 34%, while ETFs fell by 0.11% to 53%. - **Multi Asset and ESG:** These saw mixed trends, with multi asset content increasing by 0.81% to 16% before turning negative. ESG content was higher than average by 2% to 21% during mid-July to August but fell below average otherwise. #### Examples of European Q3 2024 Campaigns: - **Brand Campaign:** PIMCO - **Fund Promotion:** Swisscanto - **Fixed Income:** Capital Group - **Equities:** J.P. Morgan Asset Management This data illustrates the strategic shifts in advertising campaigns by asset managers towards fixed income products, while simultaneously indicating fluctuating investor content engagement on related financial topics. # More Than Half Of North American Advertising Focused On Etfs [cite](https://fundamentalgroup.com/insights/competitor-alerts/more-than-half-of-north-american-advertising-focused-on-etfs) ## Key Insights on Advertising Trends - **ETFs Advertising Dominance:** During Q2 2024, over half (56%) of North American advertising by asset managers focused on Exchange-Traded Funds (ETFs), marking the highest level since Q4 2021. This reflects a strong market preference for ETF promotion. - **Record Advertiser Participation:** The quarter saw a record number of 29 asset managers advertising ETFs. This represents a significant increase in market activity. - **Shift in Advertising Focus:** - Fixed income advertising plummeted from 15% in Q1 to just 2%. - Equities advertising rose slightly from 6% to 9%. - **Content Consumption Patterns:** - ETF content consumption on asset manager websites started below the 365-day average but rose from May onward, outperforming the average by 4% to 15%. - Fixed income content demand dropped between 3% to 32% below average. - Equities content showed mixed engagement, ranging from 10% below to 7% above average. ### Advertisers' Strategic Movements - **Advertising Distribution:** - Fund promotion made up 54% of advertising efforts. - Brand campaigns comprised 21%. - Insights promotion accounted for 24%, with a minimal focus on investment tools and event promotions. - **Market Campaign Examples:** - **Fund Promotion**: Global X Funds - **Insights Promotion**: Bitwise - **ETFs**: VanEck - **Equities**: WisdomTree Overall, this period marked significant strategic shifts in North American asset management advertising, particularly with heightened emphasis on ETF promotion, a decline in fixed income focus, and a dynamic equities market presence. # North American Advertisers Shift To Brand Campaigns [cite](https://fundamentalgroup.com/insights/competitor-alerts/north-american-advertisers-shift-to-brand-campaigns) ## Key Insights from North American Advertising Trends In Q1 2024, North American advertisers significantly increased their focus on brand campaigns, according to data from Fundamental Monitor. - **Shift Towards Brand Campaigns**: Brand campaigns accounted for 46% of all asset management advertising in Q1 2024, up from a mere 20% in the previous half-year. This jump was mainly driven by major employer branding initiatives from two key asset managers. - **Decline in Fund Promotion**: There was a marked decrease in fund promotion, which fell from 66% in Q4 to 36% in Q1. - **Focus on ETFs and Fixed Income**: Advertising directed at Exchange-Traded Funds (ETFs) surged from 17% to 29%, while fixed income advertising increased from 6% to 15%. Despite this, the actual number of advertisers in these categories decreased, indicating a concentration of advertising efforts among fewer players. - **Stagnation in Equities and ESG**: Advertising for equities remained unchanged at 6%, and ESG saw a decline in interest, with the number of advertisers dropping from nine to four. - **Investor Interest Trends**: Data from Alphix Solutions highlighted a decrease in audience consumption of content related to asset managers' key strategies, including ETFs and fixed income. However, there was a notable uptick in interest in multi-asset and ESG content. #### Examples of Q1 2024 Campaigns - Brand Campaign: MassMutual - ETFs: VanEck - Fixed Income: Franklin Templeton The trends indicate a significant strategic pivot towards branding and specific asset class promotions, despite reduced audience engagement in these areas. # Record Number Of Advertisers Promoting Etfs And Esg In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/record-number-of-advertisers-promoting-etfs-and-esg-in-north-america) ## Fundamental Insights - Advertising Trends in North America In Q3 2022, North America witnessed a record number of advertisers promoting Exchange-Traded Funds (ETFs) and Environmental, Social, and Governance (ESG) strategies. According to Fundamental Monitor data, this period marked the highest since early 2020, with 28 advertisers for ETFs and 22 for ESG. ### Key Findings: - **ETFs and ESG Growth**: ETFs were advertised by 28 entities, and ESG by 22, both achieving record numbers since 2020. - **Fixed Income vs Equities**: There was a significant rise in fixed income advertisers to 18, though advertising investment in this asset class decreased from 7% in Q2 to 4% in Q3. Conversely, equities advertisers decreased to 9. - **Advertising Distribution**: ETFs comprised 33% of all advertising, maintaining its Q2 levels but marking a downturn from earlier in the year and late 2021. - **Fund Promotion Dominance**: Nearly half of the advertising efforts by North American asset managers focused on fund promotion. - **Insights Promotion Decline**: Advertising focusing on insights decreased notably to 22%, from 32% in the previous quarter, while brand campaigns maintained stability. ### Campaign Examples for Q3 2022: - **Merrill Lynch**: Brand campaign - **Invesco**: Fund promotion - **Global X Funds**: ETF promotion - **Alliance Bernstein**: Fixed income promotion The page contextualizes the North American market's advertising dynamics, emphasizing key trends and shifts with actionable examples from leading financial institutions. # Record Number Of Asset Managers Promoting Fixed Income In Europe [cite](https://fundamentalgroup.com/insights/competitor-alerts/record-number-of-asset-managers-promoting-fixed-income-in-europe) ## Key Insights In Q2 2024, there was a notable surge in the number of asset managers promoting fixed income investments in Europe, reaching a record high. This asset class constituted 24% of all asset management advertising, marking the highest proportion observed since Q2 2022. The increase in fixed income advertisers reached 29, the largest count since early 2020. ### Advertising Trends - **Fixed Income:** Composed 24% of Q2 2024 advertising efforts. - **ETFs:** Advertising doubled from 7 in Q1 to 15 in Q2, making up 11% of total advertising. - **Equities:** Promoted by 25 asset managers, although consumption on these contents decreased by 50%-63%. - **Multi-Asset:** Advertising increased from 1% to 5% in Q2 2024, showcasing an improved trend in the latter half of the quarter with reduced consumption declines. - **Insights Promotion:** Saw a significant focus, rising to 41% from 24% in the previous quarter, while fund promotion fell from 33% to 16%. ### Content Consumption Data Analyzed by Alphix Solutions, audience engagement across asset managers' websites for all strategic categories declined compared to the previous year's average. Notable decreases in consumption were as follows: - **Fixed Income:** Down 36%-51% - **ETFs:** Down 39%-57% - **Equities:** Down 50%-63% - **ESG:** Down 39%-52% - **Multi-Asset:** Varied, with an improvement noted from 31%-62% to 10%-29% during the latter weeks of Q2. ### Noteworthy Campaigns Examples of campaigns active in Europe during Q2 2024 included: - **Brand Campaign:** PIMCO - **Insights Promotion:** Pictet - **Fixed Income:** Capital Group - **ETFs:** Managed by J.P. Morgan Asset Management This period marks a strategic shift towards insights and fixed income advertising, with adjustments seen in audience targeting and campaign focus amidst fluctuating content consumption trends. # Record Number Of Equities Fixed Income And Etf Advertisers In Apac Region [cite](https://fundamentalgroup.com/insights/competitor-alerts/record-number-of-equities-fixed-income-and-etf-advertisers-in-apac-region) ## Advertising Trends in APAC Region Q2 2024 In the second quarter of 2024, the APAC region observed a significant rise in the number of asset managers promoting equities, fixed income, and ETFs, setting a record since 2020, according to Fundamental Monitor's data. **Key Advertising Shifts:** - **Equities:** Advertising emphasis on equities dropped sharply from 35% in Q1 to 6% in Q2. - **ETFs:** Promotion for ETFs also saw a decline, going from 7% to 5%. - **Fixed Income:** There was an increase in advertising allocation, doubling to 6%. - **ESG:** Significant growth was observed, with ESG's promotional share increasing from 1% to 11%. Despite reduced advertising for equities and ETFs, the number of advertisers for each class reached the highest levels since 2020, with equities at 22 and ETFs at 21 advertisers. **Advertising Consumption Analysis:** - **Equities:** Mixed audience content consumption, ranging from -3% to +109%. - **Fixed Income and ESG:** Despite increased promotion, audience engagement fell below the 365-day average, with fixed income down by 29%-56% and ESG down by 18%-36%. - **ETFs:** Content consumption was generally lower than the average, with a few weeks of higher engagement. **Advertising Strategy Adjustments:** - **Fund Promotions:** Experienced a significant reduction from 58% to 30%. - **Brand Campaigns:** Grew from 34% to 42%. - **Insights Promotion:** Substantial increase from 9% to 28%. **Examples of Campaigns:** - **Brand Campaign:** Colonial First State - **Insights Promotion:** J.P. Morgan Asset Management - **Fixed Income Promotion:** Capital Group - **ESG Promotion:** AXA Investment Management These shifts reflect a strategic reallocation in advertising efforts amidst fluctuating audience engagement patterns, showcasing dynamic market adaptations in the APAC region. # Record Number Of Fixed Income Advertisers In Apac [cite](https://fundamentalgroup.com/insights/competitor-alerts/record-number-of-fixed-income-advertisers-in-apac) ## Fundamental Insights - Fixed Income Advertising Growth in APAC The APAC region experienced a significant surge in fixed income advertising during Q4 2022, reaching the highest numbers since early 2020. According to data from Fundamental Monitor, 18 asset managers engaged in promoting fixed income, although this constituted only 11% of total advertising in the quarter. This was a slight increase from 8% in Q3 and remains lower than the 13% peak in Q2. ### Advertising Distribution and Trends - **Equities**: The number of equity advertisers decreased from 17 in Q3 to 11 in Q4. Nonetheless, the share of equity advertising rose from 10% to 14%. - **ETFs**: ETF advertisers remained constant at 14. Their advertising share grew from 11% in Q3 to 14% in Q4. - **ESG**: Despite ESG advertisers dropping from 26 to 25, ESG advertising's share increased from 9% in Q3 to 12% in Q4. ### Campaign Focus Shift Advertising strategies have shifted, with a focus moving from brand campaigns to product promotions. Brand campaign advertising fell from 44% in Q3 to 35% in Q4, while fund promotion rose from 41% to 46%. The percentage dedicated to promoting insights also climbed from 14% to 18%. ### Notable Campaigns in Asia Pacific - **Brand Campaigns**: State Street Global Advisors - **Fund Promotion**: AllianceBernstein - **Fixed Income**: State Street Global Advisors - **Equities**: Manulife Investment Management - **ETFs**: UOB Asset Management This data indicates a diverse and competitive landscape for financial advertising in the APAC region, suggesting a dynamic market with evolving trends in promotional focus. # Record Number Of Fixed Income And Etfs Advertisers In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/record-number-of-fixed-income-and-etfs-advertisers-in-north-america) ## Key Insights from Q3 2024 Asset Management Advertising - **Increased Advertisers:** Data by Fundamental Monitor indicated that Q3 2024 saw a record number of asset managers in North America advertising fixed income and ETFs. Specifically, 28 fixed income advertisers (up from 18 in Q2) and 31 ETF advertisers (up from 29 in Q2) were active, reaching the highest levels since 2020. - **Advertising Share Discrepancy:** Despite the increase in advertisers, the proportion of advertising dedicated to these asset classes did not reach new highs. Fixed income advertising, while up from Q2's 2%, accounted for just 5% of total advertising, down from 15% in Q1 2024. ETF advertising fell significantly from 56% in Q2 to 39% in Q3. - **Advertising Categories Shift:** Q3 showed a notable shift in advertising focus. Brand campaigns rose to 38% of the total, fund promotion diminished to 36%, and thought leadership stood at 21%. Event and investment tools promotion made up the remaining 5%. In contrast, Q2 saw fund promotion at 54%, with insights promotion at 24% and brand campaigns at 21%. ### Content Consumption Trends - **Reduced Content Engagement:** According to Alphix Solutions, investor engagement with fixed income and ETF content decreased compared to the 365-day average. Fixed income content consumption dropped between 21% and 37% weekly, while ETF content was down between 23% and 60%. Meanwhile, equities content saw a brief 12% spike at the beginning of Q3 but fell between 8% and 29% subsequently. ### Examples of Advertising Campaigns in Q3 2024 - **Fixed Income:** Nuveen - **ETFs:** Bitwise - **Brand Campaigns:** Merrill Lynch - **Fund Promotion:** Global X # Rise In Esg Advertising Activity In Europe During Q2 [cite](https://fundamentalgroup.com/insights/competitor-alerts/rise-in-esg-advertising-activity-in-europe-during-q2) ## Rise in ESG Advertising Activity in Europe During Q2 In Q2, ESG (Environmental, Social, and Governance) advertising activity in Europe reached record levels, with significant insights reported by Fundamental Monitor. #### Key Points: - **Increase in Market Participants**: The number of asset managers actively participating in the European ESG advertising market increased from 36 to 48. - **Major Advertising Share**: ESG content represented an average of 44% of these asset managers' overall advertising activity. - **Exclusive ESG Focus**: Twelve advertisers, including Federated Hermes, Lyxor AM, and Robeco, concentrated exclusively on ESG advertising. #### Regional Insights: - **UK Leadership**: The UK led with 6.3 million impressions and the highest number of active ESG advertisers (27). - **Other Key Markets**: France reported 17 advertisers, while Spain had 15. Germany, Italy, and the Netherlands each saw participation from 14 advertisers. #### Advertising Styles: - **Brand-based Promotions**: 53% of ESG advertising was brand-focused. - **Diverse Strategies**: Lyxor ETF, Lion Trust, and Amundi were notable for employing diversified advertising strategies that encompassed both insights (23%) and fund promotion (24%). These developments highlight a robust interest and strategic focus on ESG factors within the European advertising sector, indicating its growing importance among asset managers. # Slightly More Esg Advertisers Active In North America [cite](https://fundamentalgroup.com/insights/competitor-alerts/slightly-more-esg-advertisers-active-in-north-america) ## ESG Advertising Insights in North America - Q3 2022 North America exhibited a slight increase in ESG (Environmental, Social, and Governance) advertising activity by asset managers in the third quarter of 2022. - **Key Metrics:** - 22 asset managers were active in promoting responsible investing during Q3, up from 21 in Q2. - Five asset managers focused exclusively on ESG advertising: Blackstone, Federated Hermes, Impax Asset Management, Robeco, and Schroders. - ESG advertising constituted 2% of total asset management advertising in North America, consistent with Q2 figures. - **Geographical Distribution:** - In Canada, six ESG advertisers were active. - The United States had 18 ESG advertisers, with American Century Investments and Federated Hermes operating in both regions. - **Advertising Focus:** - ESG insights accounted for 43% of all ESG advertising campaigns, rising from 36% in Q2. - ESG brand campaigns made up 27% (down from 32%), and ESG fund promotion comprised 29% (also down from 32%). Despite the increase in ESG-focused advertisers, North American levels remain behind those seen in Europe and the APAC region. The proportion of dedicated ESG advertising from active managers rose to 6%, compared to 4% the previous quarter. This suggests a slow but modest shift towards more emphasis on responsible investing. ESG promotion strategies reflect a varied approach with a focus on insights, brands, and fund promotion, showing evolving priorities in campaign strategies. Notably, there remains no immediate evidence of North America closing the gap with other regions in prevalent ESG advertising practices. # Small Increase In Esg Advertising In North America During Q4 [cite](https://fundamentalgroup.com/insights/competitor-alerts/small-increase-in-esg-advertising-in-north-america-during-q4) ## Fundamental Insights: ESG Advertising in North America Q4 In Q4 2021, North America experienced a modest uptick in ESG advertising, though it continues to trail behind other global regions such as Europe and Asia Pacific. #### Key Findings: - **Advertising Budget Allocation:** Asset managers in North America allocated 5% of their total advertising budget to ESG, up from 4% in Q3 2021. In contrast, Europe and Asia Pacific allocated 19% and 28%, respectively. - **Active ESG Advertisers:** Of those actively promoting ESG, 27% of their advertising budgets were dedicated to ESG, a slight increase from 26% in Q3. - **Focus of Campaigns:** ESG campaigns in North America were primarily brand-oriented (66%), although this is a decrease from 77% in Q3. Insights and fund promotions accounted for 24% and 10% of ESG campaigns, respectively. - **Advertiser Participation:** The number of advertisers promoting ESG in North America increased to 21 in Q4 from 16 in Q3. The U.S. had more active advertisers than Canada, with 15 in the U.S. compared to six in Canada. - **Exclusive ESG Focus:** Schroders, Lombard Odier Investment Managers, Manulife Investment Management, and Gresham House devoted all their North American advertising efforts to ESG. ### FAQ **Q:** What percentage of the total advertising budget was allocated to ESG in North America during Q4 2021? **A:** Asset managers in North America allocated 5% of their total advertising budget to ESG in Q4 2021. **Q:** How does North America's ESG advertising compare to Europe and Asia Pacific? **A:** North America's advertising budget allocation to ESG is significantly lower, with Europe at 19% and Asia Pacific at 28%. **Q:** How did the focus of ESG advertising campaigns shift in Q4 2021? **A:** Brand advertising decreased to 66% from 77% in Q3, while insights and fund promotion increased to 24% and remained at 10%, respectively. # Education Careers [cite](https://fundamentalgroup.com/insights/education--careers) ## Fundamental Group: Key Categories and Insights The Fundamental Group focuses heavily on the intersection of advertising and education, as well as trends in the media industry. Below is a summary of the key categories and insights covered: - **Advertising and Culture:** - Examines how advertising influences societal norms and values. - Discusses the potential of podcast advertising to engage audiences effectively. - **Media and User Engagement:** - Analyzes the importance of quality media buys and journey optimization to enhance user engagement and satisfaction. - Highlights the growing dominance of mobile devices in web traffic. - **Advertising Investments:** - Comparisons of other potential advertising investments relative to the high cost of Super Bowl ads. - **Higher Education Trends:** - Provides insights into upcoming trends in higher education for 2024. - Summarizes takeaways from the 2023 AMA Symposium regarding marketing in higher education. - Discusses the continued attraction of U.S. higher education for international students, especially at the graduate level. - **Talent Management in Asset Management:** - Emphasizes the role of company culture in improving talent management within asset management firms. - Addresses challenges posed by talent shortages, prompting a reevaluation of talent management practices. ### FAQ **Q:** What role does the Fundamental Group attribute to mobile in web visits? **A:** They highlight the increasing share of web visits attributable to mobile devices, indicating a shift in user engagement patterns. **Q:** How is U.S. higher education perceived globally among international students? **A:** U.S. institutions remain highly attractive to international students, particularly for graduate-level education. **Q:** What unique technology approach does the Fundamental Group use for site interaction monitoring? **A:** The Fundamental Group uses a cookie-free technology for analytics, ensuring privacy-compliant data collection. # Advertisings Role In Shaping Culture [cite](https://fundamentalgroup.com/insights/education--careers/advertisings-role-in-shaping-culture) ## Advertising’s Role in Shaping Culture Advertising is a pervasive force across multiple mediums such as TV, social media, and influencer marketing. It extends beyond commercial aims to potentially have a significant societal impact. A global survey by Amazon Ads examined this cultural interplay, engaging 21,600 respondents aged 18 to 64. Notably, 63% of participants believe advertising holds the power to shape and transform culture. #### Key Findings: - **Desire for Community**: Two-thirds of respondents expressed a longing for deeper kinship and community. This sentiment is more prevalent among Gen Z and Millennials (70%) compared to Boomers (58%). - **Perceived Social Division**: A significant portion (70%) perceives society as increasingly divided, particularly heightened in the U.S. due to political tensions. - **Cultural Awareness**: Approximately 72% of monthly streaming TV viewers value exposure to diverse cultures, while 58% appreciate seeing authenticity and diverse personalities depicted in culture. The study highlights the role brands can play in enhancing cultural ties by fostering collective experiences and facilitating authentic self-expression. This connection helps individuals forge identities and align with like-minded communities. As culture evolves rapidly, such unity becomes crucial. Increasingly, consumers wish to participate in the narrative rather than being passive recipients. Successful brands that embrace this approach can expect heightened loyalty and advocacy. The research underscores a need for authenticity within advertising to resonate with audiences keen on community and cultural understanding. # Friends Experiences The Main Decision Making Factor For Gap Year Individuals [cite](https://fundamentalgroup.com/insights/education--careers/friends-experiences-the-main-decision-making-factor-for-gap-year-individuals) ## Key Insights on Gap-Year Students’ Decision-Making Prospective university students on a gap year prioritize word of mouth over traditional factors like university rankings or location when choosing an institution. The shared experiences from friends who have already embarked on their university journey shape this decision significantly. ### Focus Group Findings - **Importance of Peer Experiences:** Gap-year individuals value stories and insights from friends already in university, especially those who started during the challenging Covid pandemic. - **Satisfaction and Expectations:** Participants expressed contentment with their choice to take a gap year, aiming for an improved university experience after hearing about the challenges faced by peers during the pandemic. - **Pre-pandemic Plans:** Many had intended to take a gap year before Covid-19, planning to work and travel before proceeding to higher education. - **Impact of the Pandemic:** School results were variably affected by the pandemic, with some students facing more challenges than others in securing university placements. - **Support Systems:** Variations in perceived levels of support from schools and teachers were noted, affecting students' education experiences during lockdowns. ### University Selection Considerations - **Peer Advice:** The influence of friends and family is the most crucial factor in selecting a university. - **Location Preference:** While some consider international opportunities, like studying in the U.S., to expand their comfort zones, others rely on peer feedback for decisions. - **Information Sources:** Online forums and direct communication with current students provide valuable insights over generic promotional materials like PowerPoint presentations from universities. ### Conclusion The focus group study underscores the pivotal role of peer experiences in shaping the university selection process for gap-year students. Universities need to prioritize student satisfaction and ensure supportive environments to foster positive testimonials and attract prospective students. # Higher Education Trends For 2024 [cite](https://fundamentalgroup.com/insights/education--careers/higher-education-trends-for-2024) ## Higher Education Trends for 2024 **Key Trends:** - Increased focus on career-oriented learning. - Financial challenges for both students and institutions. - Emphasis on student well-being. ### Continued Flexibility Post-pandemic, higher education is balancing between in-person and online learning. While some institutions revert to in-person teaching, online education is expanding. The global e-learning market is projected to grow from $245.5 billion in 2022 to $462.6 billion in 2027. Hybrid learning remains crucial, as many faculty and staff prefer hybrid work arrangements amidst ongoing employee turnover in the sector. ### Evolving Student Requirements Lifelong learning drives more adults to enter higher education. Institutions must foster self-development in students, as self-learning skills become increasingly valuable in the workplace. Microcredentials are growing in popularity as they offer alternative paths to degree completion, addressing the 36 million U.S. adults with some college experience but no degree. ### Meeting Business Needs There is an increasing demand for digital and data literacy skills to match industry needs. This includes competencies in big data, marketing intelligence, and information literacy to combat misinformation. Additionally, soft skills such as people management and problem solving are emphasized, although they present challenges in online teaching environments. ### Navigating the Geopolitical Landscape Institutions must address broad societal issues, including sustainability, inclusivity, and mental health support due to rising anxiety and depression reports. The sector faces debates on addressing social issues, amplified by nationalism and socio-political tensions. Rising costs and public funding uncertainties further complicate these challenges in the U.S. These insights provide higher education institutions with an overview of the dynamic landscape they will navigate in 2024, enabling them to adapt strategies and optimize student engagement and outcomes. # How A Focus On Company Culture Can Improve Asset Managers Talent Management [cite](https://fundamentalgroup.com/insights/education--careers/how-a-focus-on-company-culture-can-improve-asset-managers-talent-management) ## Key Insights on Company Culture and Talent Management A focus on cultivating a positive company culture is crucial for asset management firms to attract and retain top talent. This summary highlights important discussions and research findings regarding the impact of corporate culture on job satisfaction and talent management: - **Employee and Employer Perspective:** A survey by recruitment firm Robert Walters revealed that 90% of employers prioritize cultural fit in candidates, yet 73% of employees have left a job due to poor company culture. - **Essential Aspects of Culture:** According to Quantum Workplace research, employees perceive company culture through the mission/values statement, employee recognition, and approaches to performance management. - **Career Development and Flexibility:** Offering clear career paths and flexibility is essential. Flexible working options are particularly valued by younger employees, making stringent office-only policies less attractive in the current labor market. - **Role Models and Supportive Culture:** Leadership and role models play a significant role in transferring knowledge and career path insights to younger employees. Ensuring a supportive environment to address stress, especially in high-stakes roles, is fundamental to nurturing a robust company culture. ### FAQs **Q:** Why is company culture important in asset management? **A:** Company culture significantly impacts job satisfaction and retention, which are critical as asset management involves high-pressure responsibilities requiring dedicated, aligned employees. **Q:** How can asset management firms enhance their employer brand? **A:** Firms should articulate their unique values and culture clearly and use targeted advertising to build strong brand awareness among potential talent, showing what it's like to work at the company. **Q:** What are the challenges of maintaining a positive company culture? **A:** Balancing the need to evolve with preserving core values, offering flexible work arrangements, and fostering talent through well-defined career pathways. # How Can Business Schools Attract More Women To Their Programs [cite](https://fundamentalgroup.com/insights/education--careers/how-can-business-schools-attract-more-women-to-their-programs) ## Increasing Female Enrollment in Business Schools Business schools have made progress in increasing female enrollment in MBA programs, yet more efforts are required to sustain and enhance these gains. #### Current Statistics and Trends - Women's enrollment in full-time MBA programs at Forté Foundation member schools rose from 33% in 2013 to nearly 39% in 2019. - Despite concerns during COVID-19, female enrollment numbers in 2020 remained consistent with 2019. #### Challenges for Female Candidates - The pandemic heightened concerns about job loss and increased family and educational responsibilities. - Female candidates face unique challenges such as the opportunity cost of full-time education and family expectations. #### Strategies for Improvement - Business schools must focus on understanding the motivations behind women's pursuit of business education. - Effective messaging and tailored support can attract more women. #### Key Areas for Support - Schools need to offer flexible and innovative educational models catering to diverse lifestyles. - Addressing barriers to gender parity through research and strategic partnerships is essential. - The Wo+Men's Leadership Centre at Cambridge Judge Business School exemplifies an initiative aiming for gender equality and empowerment. #### Insights from Cambridge Judge Business School - Engagement with younger demographics to inspire confidence and ambition is crucial. - Education institutions need to continually push against barriers women face. ### FAQ **Q:** How has the COVID-19 pandemic impacted female enrollment in business programs? **A:** Despite initial concerns, the enrollment of women in business schools remained steady during the pandemic, with applications from female candidates growing in 2020. **Q:** What are business schools doing to support women in pursuing further education? **A:** Schools are investing in understanding women's motivations, providing flexible programs, and creating research initiatives to tackle gender parity challenges. **Q:** Why is it important to attract more women to business programs? **A:** Increasing female enrollment promotes diversity, inclusivity, and can lead to significant progress toward gender equality in business leadership roles. # How Can Marketers Continue To Effectively Track Campaign Performance Following Ios Changes [cite](https://fundamentalgroup.com/insights/education--careers/how-can-marketers-continue-to-effectively-track-campaign-performance-following-ios-changes) ## Tracking Campaign Performance Post-iOS Changes Increased privacy measures introduced in Apple's iOS 14.5 and 15 have significantly affected ad tracking and attribution, challenging marketers to adapt. App Tracking Transparency (ATT), a feature requiring app user permission for tracking, has resulted in only 15% global user consent by mid-May 2021, with a lower 6% in the US. This has disrupted advertisers, notably those dependent on behavioral targeting, affecting audience accuracy, retargeting, and advertisement personalization. ### Privacy Changes and Their Impact iOS 15 introduced Mail Privacy Protection, obstructing email open rate tracking by blocking sender access to open status and recipient IP addresses. This exaggerates open rates, realigning importance on other metrics like click-through and conversion rates. Globally, iOS holds a 29.49% market share as of January 2022, but Apple's strategy may trigger broader industry changes. Google's initiative, Privacy Sandbox, indicates future transformations in Android's ad tracking methodology, emphasizing user data protection. ### Marketing Impacts in Higher Education For higher education marketers, these changes hinder effective data analysis, affecting conversion-focused campaigns like event registrations and enrolments. Platforms such as Instagram, primarily mobile, report less data, impacting retargeting viability. Discrepancies between platform reports and analytics impair optimization. Regional impacts vary, as UK-based campaigns show more disruption than in Asia, due to divergent Apple usage rates. ### Adaptive Strategies Marketers must transition from cookie-dependent methods to innovative, privacy-compliant technologies. Implementing platform conversion APIs and focusing on first-party data for retargeting are crucial interim measures. Engagement-based retargeting and direct CRM data utilization are emerging solutions. As ad platforms like Meta counter Apple's restrictions, technological advancements will dictate the evolution of tracking capabilities over the next year. # How Covid 19 Has Affected Education Advertising [cite](https://fundamentalgroup.com/insights/education--careers/how-covid-19-has-affected-education-advertising) ## How Covid-19 has Affected Higher Education Advertising The Covid-19 pandemic has dramatically transformed the landscape of higher education advertising. Institutions have had to adapt quickly to changes, pivoting towards digital strategies to address the surge in online interest from both current and prospective students. The pandemic has spurred increased visits to educational websites, with ComScore noting a quadrupling in European website traffic by March 2020 compared to earlier in the year. ### Increased Digital Campaigns - In April, nearly 60 Higher and Business Education institutions launched new digital campaigns, targeting primarily Europe and Asia. - Business Education campaigns focused heavily on MBA, Executive MBA, and Master's programs, with 72 campaigns generating over 60 million impressions. ### Business Education Shifts - Many schools continue traditional messaging but have pivoted to highlight online offerings and scholarships. - Advertisements for Executive Education have decreased by almost 60%, with some institutions like LSE and Imperial College introducing virtual courses and programs in response. ### Higher Education Campaigns - 46 universities launched over 100 campaigns in April to attract prospective students in light of exam cancellations and the move to calculated grades. - The importance of Clearing 2020 has increased in the UK, with universities promoting virtual Open Days and scholarships. - The University of Glasgow has notably promoted their Population Health Sciences Master's as an online solution to current trends. ### Emerging Trends With the anticipation of increased activity in May, universities aim to enhance their profiles in preparation for Clearing in August, while adapting to the challenges posed by the pandemic. All data is sourced from the Fundamental Monitor, offering real-time insights into global advertising campaigns. ### FAQ **Q:** How has Covid-19 affected business education advertising? **A:** There has been a substantial focus on MBA and Master's programs, with decreased promotion for Executive Education due to postponements. **Q:** What changes have universities made in their advertising strategies? **A:** Universities have shifted to promoting virtual Open Days, online courses, and scholarships, particularly in response to cancelled exams and altered admission criteria. # How Covid 19 Has Changed The Mindset Of Prospective Students [cite](https://fundamentalgroup.com/insights/education--careers/how-covid-19-has-changed-the-mindset-of-prospective-students) ## Fundamental Insights: Changes in Prospective Students' Mindset Due to Covid-19 The Covid-19 pandemic has significantly shifted the concerns and priorities of prospective university students, impacting their decision-making processes and the way universities communicate with them. ### Key Findings: - **Employment Concerns:** A substantial increase in concern over post-graduation employment was noted, doubling since the pandemic began. Before Covid-19, around 29% of students worried about job prospects, rising to 63% for 2021 applicants and 67% for 2022 applicants. - **University and Subject Choice:** About 22% of students reconsidered their choice of university due to Covid-19, with 14% altering their subject choice. The inability to attend open days influenced these decisions, coupled with uncertainty regarding on-campus versus online classes. - **Information and Virtual Open Days:** Just over half of the 2021 entry respondents felt adequately informed for their UCAS application. Meanwhile, 74% needed more clarity from universities on how Covid-19 might impact their studies and student life. Virtual open days have become prevalent but deemed insufficient, with only 14% finding them very useful and a mere 2% feeling fully confident in the information provided. - **Course and Teaching Insights:** Students expressed a strong desire for detailed course information and taster sessions—59% wanted more specifics and 51% sought introductory lectures or workshops. ### Recommendations for Universities: - Universities are encouraged to adapt their messaging to address prospective students’ concerns, particularly around employment prospects and the impact of Covid-19 on studies. - Enhancing virtual open day offerings to include more comprehensive information and experiences that replicate campus life can be beneficial. ### FAQ: **Q:** How has student concern over finding jobs changed? **A:** It has doubled since the pandemic, with current concerns at 63-67% compared to 28-29% pre-Covid. **Q:** What percentage of students found virtual open days very useful? **A:** Only 14% found them very useful, highlighting a need for improvement in virtual communication. # How Has Applicant Sentiment Changed During Covid 19 [cite](https://fundamentalgroup.com/insights/education--careers/how-has-applicant-sentiment-changed-during-covid-19) ## Applicant Sentiment Changes During Covid-19 During the Covid-19 pandemic, changes in applicant sentiment towards higher education have emerged. Concerns center around missing the authentic university experience and reduced personal interaction due to restrictions. Both prospective domestic and international students express worries that impact their decision-making. ### Key Concerns - **University Experience:** A notable 20% of students in June were worried about the loss of a genuine university experience, an increase from 15% in early May. Concerns regarding insufficient contact hours rose from 4% to 7%. - **Decision Changes:** The pandemic's uncertainty has led to 21% of applicants altering university decisions. Though 8% decided to defer a year, trends suggest a reversal tendency. - **Deferrals:** Among those considering deferral, 26% desired an authentic university experience, while 38% rejected online teaching. ### International Student Concerns - **Visa Requirements:** Increased travel restrictions have intensified concerns over visa issues. Pre-pandemic surveys showed 14% of prospective students prioritizing visa concerns compared to 9% of current students. - **Funding Information:** Prospectives (16%) viewed information on scholarships and funding as crucial, especially as financial strains continue. ### Strategic Recommendations Universities can better cater to student concerns by enhancing communication about: - Visa requirements - Scholarships and funding - Contact hours and access to staff These measures could mitigate concerns and attract more international students. ### Competition and Enrollment Strategies With over two-thirds of prospective students planning to apply to multiple institutions, competition for enrollees is fierce. Interestingly, 57% of UK's year 12 students will decide on changes post-A level results (13 August), offering a strategic target period for universities to engage with them effectively. Despite the evolving situation, universities need to adapt and respond quickly to address these student concerns and remain competitive. # How Lockdown Has Affected First Year University Students [cite](https://fundamentalgroup.com/insights/education--careers/how-lockdown-has-affected-first-year-university-students) ## Impact of Lockdown on First-Year University Students The Covid-19 pandemic has greatly affected first-year university students, particularly those in dormitories. With strict lockdown measures, students have compared living conditions to a "police state." Mental health concerns have risen as many students feel unable to speak about their issues to university staff, who are also responsible for enforcing restrictions. ### Findings from Focus Groups Research by Fundamental Media, involving focus groups with Year 12 students, first-year university students, and gap year students, highlighted that first-year students living in halls are the most impacted. They expressed a lack of the true university experience and criticized insufficient university support. The requirement to follow stringent Covid-19 rules, such as wearing masks even in shared spaces, adds daily stress. ### Mental Health and Academic Challenges Mental health issues have complicated academic engagement, with students reporting difficulties in retaining information and lack of motivation, partially due to pre-recorded lectures. Unlike live virtual lectures, pre-recorded sessions lack real-time interaction, which was crucial for student learning. ### Student Recruitment and University Reputation The pandemic's handling by universities has influenced future student recruitment, with some Year 12 students reconsidering their choices based on current students' feedback. Universities' responses during the pandemic, particularly concerning mental health support, have affected their reputation. ### Prospective Changes While struggling with mental health and motivation, Year 12 students valued the flexibility and independence gained from lockdown life. Enhancing mental health support and maintaining flexible learning options could benefit both current and future students. Open communication between universities and students about overcoming these challenges is vital for future improvements. # Increase In Blended Learning Opens Up New Opportunities For Universities [cite](https://fundamentalgroup.com/insights/education--careers/increase-in-blended-learning-opens-up-new-opportunities-for-universities) ## Increase in Blended Learning Opportunities The COVID-19 pandemic has accelerated the adoption of blended learning in higher education, as found in a study by Fundamental Media. The shift has made educational programs more accessible, attracting a broader range of students and opening new marketing opportunities for universities. - **Impact of COVID-19**: The pandemic necessitated the adaptation of university courses due to restrictions aimed at curbing virus spread. Traditional student life faced disruptions, with online classes replacing in-person learning and social events significantly altered. - **Student Sentiment**: Surveys indicate that many students disapprove of entirely online courses, fearing a loss of the university experience. In response, 87% of universities plan to provide in-person social opportunities while adhering to social distancing guidelines. - **Upcoming Academic Year Plans**: According to a Universities UK survey, 97% of universities aim to offer some in-person teaching. Notable institutions like Cambridge and Manchester are opting for online lectures with selective in-person small group sessions. ### Focus on Lifelong Learning Even before the pandemic, the landscape of higher education was rapidly evolving with a focus on lifelong learning. A study by LinkedIn and CarringtonCrisp shows that a significant portion of students are receptive to stackable degrees, which offer short programs leading to certificates and potential further credit accumulation for a degree. - **Generational Perspectives on Learning**: - **Openness to Online Learning**: Gen Z and Millennials show higher acceptance (52% and 47%, respectively) compared to Boomers and Gen X. - **Blended Learning Preference**: Across generations, 65-68% expect an increase in blended learning, highlighting its potential in expanding higher education's reach. Blended learning not only makes education more accessible but also presents a strategic opportunity for business schools to offer unique and inclusive learning experiences. This modality can attract new student markets and enable institutions to craft distinctive educational propositions. As a media agency, Fundamental L&D supports this transition by helping institutions target and communicate effectively with prospective audiences. # Mobile Continues To Grow Its Share Of Web Visits [cite](https://fundamentalgroup.com/insights/education--careers/mobile-continues-to-grow-its-share-of-web-visits) ## Mobile and Desktop Web Traffic Insights The page discusses the growing trend of mobile web visits and their implications for advertising strategies, particularly for higher education marketers. According to data from Contentsquare, mobile devices accounted for 69.7% of web traffic in Q4 2023, marking an increase from 67.1% in Q4 2022. This trend highlights the increasing need for marketers to optimize advertising strategies for both mobile and desktop platforms. ### Industry-Specific Traffic Patterns - **High Mobile Usage**: Retail (77%), Consumer Packaged Goods (71.8%), and Telecommunications (71.7%) industries see over 70% of mobile traffic share. - **Lower Mobile Traffic**: Energy, Utilities & Construction (51.7%), Financial Services (50.1%), and Software (30.5%) sectors show significantly lower mobile traffic shares. - **University Websites**: Mobile traffic stands at 44%, with mobile campaigns driving significant engagement and awareness. ### Conversion Rates and Paid Traffic Desktop holds an advantage with a higher conversion rate of 4.03% compared to 2.19% for mobile as of Q4 2023. Despite this, mobile’s share of paid traffic is nearly double that of desktop, at 39.6%. ### Role in Advertising Journey - **Mobile**: Effective for creating brand awareness across social media, apps, and video platforms due to its prevalence. - **Desktop**: More effective for capturing conversions and targeted re-marketing, beneficial for leads and sales funnel strategies. ### Social Media Platform Usage Data reveals that mobile dominates social media access: - **YouTube**: 12.65% of visits are desktop-based. - **Facebook**: 1.5% of exclusive desktop usage, with 16.7% using both platforms. - **LinkedIn**: 57% mobile access, demonstrating higher desktop engagement compared to other platforms. ### Key Takeaway Advertisers should leverage the strengths of both mobile and desktop platforms to maximize reach and effectiveness, addressing varying consumer behaviors and preferences throughout the advertising journey. # Our Key Takeaways From The 2023 Ama Symposium For The Marketing Of Higher Education [cite](https://fundamentalgroup.com/insights/education--careers/our-key-takeaways-from-the-2023-ama-symposium-for-the-marketing-of-higher-education) ## Key Takeaways from the 2023 AMA Symposium for the Marketing of Higher Education The 2023 AMA Symposium, held in Chicago, served as a significant gathering for marketing and education professionals across the globe. With over 1,000 delegates and exhibitors, the event focused on both strategic and marketing-specific topics critical to evolving higher education. ### Strategic Insights: - **AI in Education Marketing:** Discussions highlighted core principles for AI utilization, including fairness, reliability, safety, privacy, security, inclusiveness, transparency, and accountability. The use of AI is growing, with significant applications in content creation and individualized outreach. - **Collaborative Approaches:** The Rochester Institute of Technology shared experiences on bridging the gap between marketing and enrollment, emphasizing the importance of collaboration for shared goals in student recruitment. ### Generational Dynamics: - **Generation Alpha:** As tech-savvy individuals, this group views technology as an integral part of life, engaging predominantly with video content. - **Generation Z Concerns:** Social issues such as mental health and social justice are prioritized by Gen Z, with 35% questioning the value of college education, signaling a need for addressing these concerns in marketing strategies. ### Marketing Trends: - **YouTube’s Role:** Once a repository for amusing videos, YouTube is now a powerful search and marketing platform. Employing an audience-first approach is critical, focusing efforts on prospective students and parents. The symposium provided invaluable insights and encouraged ongoing collaboration within the community for innovative educational marketing solutions. This exchange of ideas sets the stage for future events, with Las Vegas hosting the next symposium in 2024. # Quality Media Buys And Journey Optimization Key To Improving User Engagement And Satisfaction [cite](https://fundamentalgroup.com/insights/education--careers/quality-media-buys-and-journey-optimization-key-to-improving-user-engagement-and-satisfaction) ## Key Insights on User Engagement and Satisfaction Research by Fundamental Media highlights a worrying decline in user engagement and satisfaction in 2023, even as companies increased their advertising budgets. Key findings include: - **Increased Ad Spend, Reduced Traffic:** Despite more spending, overall web traffic decreased by 3.6%, with session consumption down by 3% and conversion rates dropping 5.5%. - **Cost and Frustration Increase:** Cost per visit rose by 9.4%. User frustration increased by 3.9%, and the bounce rate saw a 0.7% uptick. - **Sources of Frustration:** 40% of web visits experienced issues like slow page loading and navigation problems. ### Strategies for Improvement 1. **Quality Media Buys:** Focus on placing ads in relevant, appropriate environments to boost engagement. 2. **Post-Click Optimization:** Ensure consistency between ads and landing pages, offering expected information to reduce bounce rates. 3. **Clear User Journey:** Define post-landing page actions to improve time on-site and conversion rates. ### Importance of Website Loading Speed - A survey indicates 47% of users abandon a site if it takes longer than two seconds to load, with 40% leaving after four seconds. - Users spend approximately 5.59 seconds reading content and 6.44 seconds navigating, stressing the need for quick content delivery. ### University Websites: Common Frustrations A survey by Modern Campus revealed top user frustrations: 1. Difficulty finding specific program information. 2. Confusing admissions instructions. 3. Poor navigation. 4. Lack of job opportunities information. 5. Insufficient admission statistics details. ### Conclusion Improving user experience remains crucial across industries to enhance engagement and lead generation. Streamlined media buys and optimized journeys promise not only to recover lost traffic but also to deliver a superior, frustration-free user experience. For further discussion on enhancing website and landing page user experiences, contact Robyn Davidson at Fundamental Media. # Talent Acquisition And Retention During A Global Skills Shortage [cite](https://fundamentalgroup.com/insights/education--careers/talent-acquisition-and-retention-during-a-global-skills-shortage) ## Global Skills Shortage: Challenges and Industry Impact As of mid-2021, the global talent acquisition and retention landscape is significantly challenged by a skills shortage that has reached a 16-year high. Contributing factors include the Great Resignation, shifting employee attitudes towards flexible work arrangements and work-life balance, alongside historical economic impacts like low birth rates during the 2008 recession. ### Key Industry Statistics - **Global Talent Shortage**: Increased from 30% in 2009 to 75% currently. - **Sectors with Highest Shortages**: Education, Health & Government; IT & Technology; Manufacturing all report shortages around 76%. - **Geographical Variances**: Taiwan shows the highest talent shortages at 88%, while in Europe, Romania faces an 82% shortage, and the Czech Republic the lowest at 49%. ### Causes of the Skills Shortage - **Workforce Dynamics**: Older generations exiting the workforce and younger generations lacking requisite skills. - **Technological Advancements**: Increasing demand for specialized skills. - **Falling Birth Rates**: Leads to fewer potential job market entrants. - **Education-System Misalignment**: Disconnect between graduate qualifications and employer needs. ### Changing Workforce Attitudes Worker preferences have evolved, with a noticeable demand for flexibility and technological investment. Approximately 40.5% of Gen Z are considering job changes, indicating low job loyalty. ### Retention and Recruitment Strategies To counter skills shortage impacts, companies must enhance employee retention via benefits and career development, with 94% of employees indicating they would stay with a company that invests in their career. Strategies include: - **Investment in Training**: Develop reskilling plans and specific career roadmaps. - **Enhance Company Benefits**: Offer creative benefits like company trips and performance bonuses, while traditional perks diminish. - **Explore Diverse Talent Pools**: Broaden hiring to include non-traditional candidates and rehire familiar 'boomerang' employees. These proactive measures are crucial in establishing robust talent acquisition and retention frameworks in the uncertain global skills market. # Talent Shortages Are Forcing Asset Managers To Rethink Their Talent Management Processes [cite](https://fundamentalgroup.com/insights/education--careers/talent-shortages-are-forcing-asset-managers-to-rethink-their-talent-management-processes) ## Talent Management Challenges in Asset Management Asset managers are revisiting their talent management strategies due to persistent talent shortages and evolving work norms. Major findings indicate that the asset management industry faces severe competition for skilled professionals, exacerbated by the pandemic. Research reveals that: - Global skills shortages hit a 16-year high in 2022, with 75% of employers in the banking and finance sector struggling to find talent. - The Financial Services Skills Committee (FSSC) reported that 92% of member firms had difficult-to-fill vacancies in 2021. ### Competition and Industry Challenges Asset management firms are not only competing with each other but also with alternative firms expanding into retail markets. A notable challenge is attracting engineers and IT personnel. An Accenture study highlighted that over 70% of UK asset management executives observed a shift of employees to the tech sector, partly due to the asset management industry's slow pace in adopting new technologies. ### Strategies for Employee Retention Hiring alone isn't a solution to the skills shortage. Firms need to focus on employee retention strategies such as: - **Flexible Work Environments:** Data from Deloitte suggests that companies with hybrid work strategies see improved corporate culture. Firms reporting stronger cultures had 32% of respondents using hybrid strategies. - **ESG and DEI Initiatives:** Establishing corporate values related to Environmental, Social, and Governance (ESG) and Diversity, Equity, and Inclusion (DEI) enhances efficiency and reduces turnover. - **Emphasis on Learning:** Firms focusing on employee learning and development report a 33% greater strengthening of company culture. This focus nurtures essential soft skills like creative thinking and coaching alongside technical skills such as data analysis and digital literacy. ### FAQ **Q:** What are the key skills for future success in asset management? **A:** The FSSC identifies soft skills like creative thinking and coaching, as well as technical skills in data analysis, software development, and digital literacy as critical for future success. **Q:** How can asset managers address talent shortages? **A:** Asset managers should adapt by fostering flexible work environments, promoting ESG and DEI policies, investing in technology, and emphasizing continuous learning and development to retain and attract talent. # The Benefits Of Podcast Advertising [cite](https://fundamentalgroup.com/insights/education--careers/the-benefits-of-podcast-advertising) ## Podcast Advertising Insights Podcast advertising is evolving as a lucrative avenue for marketers owing to its high engagement levels and increasing global listenership. In 2023, an estimated 464.7 million people worldwide tuned into podcasts, with projections suggesting a rise to 504.9 million by 2024. The United States leads in podcast listeners, with 40% of internet users engaging with this medium, followed closely by Sweden, Norway, Australia, and Canada. ### Demographics and Engagement In the U.S., the audience predominantly consists of adults under 44, with significant numbers in the 18-24 and 25-34 age brackets. Males, Hispanics, and Black/African American adults exhibit higher than average podcast consumption. Similarly, in the U.K., the 35-54 age group dominates the listener demographic. Notably, men listen at a higher rate than women, and 68% of U.K. listeners complete entire podcast episodes. ### Advertising Opportunities Podcasts present unique advertising opportunities due to their engagement levels. German research indicates that 82% of individuals listen to podcasts at least monthly, and 81% appreciate discovering new products through podcast ads. Trust in podcast hosts further enhances the perceived value of products advertised. In the U.K., podcast advertisements are noted for standing out; 64% of weekly listeners find them clearer and more engaging than other audio ads. ### Strategic Implementation For optimal results, marketers should align ad content with the podcast's subject matter and sentiment. Podcasts' expanding reach and high attentiveness make them a crucial element of a diverse media strategy. ### FAQ **Q: What makes podcast ads more effective than traditional ads?** **A:** Podcast ads are perceived as more engaging, clear, and trustworthy, with high listener retention and product interest. **Q: What is the global growth trend for podcast listenership?** **A:** From 464.7 million listeners in 2023, the number is expected to rise to 504.9 million in 2024, indicating robust growth. **Q: Who are the primary demographics for podcast consumers?** **A:** Predominantly adults under 44, with a strong male, Hispanic, and Black/African American representation in the U.S., and a similar adult demographic in the U.K. # The Benefits Of Year Round Advertising For Business Schools [cite](https://fundamentalgroup.com/insights/education--careers/the-benefits-of-year-round-advertising-for-business-schools) ## Benefits of Year-Round Advertising for Business Schools Business schools are encouraged to maintain continuous advertising efforts throughout the year to maximize their lead-to-conversion rates. The decision for prospective students to return to school, particularly for graduate programs like an MBA, involves considerable time, thought, and preparation. During this extended decision-making process, schools that maintain a consistent advertising presence remain top-of-mind, enhancing their likelihood of being chosen when potential students are ready to apply. ### Key Insights: - **Continuous Presence**: Year-round advertising keeps a school at the forefront for prospective students, fostering brand recall when students decide to apply. - **Seasonal Focus**: Concentrated advertising during spring and summer is critical, aligning with the decision-making timeline for many students. Maintaining visibility from spring through fall can influence decisions around final enrollment even after applications close. - **Adaptive Strategies**: Employing a mix of continuous advertising with tactical campaigns can be highly effective. This combination helps in consistently generating leads, promoting events, and disseminating information across various channels. - **Strategic Lead Conversion**: Sustained advertising through the admissions cycle, especially during slower periods like the admissions phase, helps convert leads to enrollments by keeping the school top-of-mind. An "always-on" strategy ensures that schools can engage prospects at varied stages of their journey, providing a broader reach and reinforcing the institution's presence during a protracted decision-making period. This approach is particularly beneficial as many potential students may consider enrolling at times when ads are traditionally less frequent. For schools seeking assistance in enhancing their advertising strategies, Fundamental Media's Higher Education team offers tailored solutions to increase lead generation and enrollment conversion. # The Changing Face Of Business Education [cite](https://fundamentalgroup.com/insights/education--careers/the-changing-face-of-business-education) ## The Changing Face of Business Education Business education is rapidly evolving to meet modern demands and provide skills relevant to contemporary business landscapes. Recent shifts highlight the return to on-campus learning following a period dominated by online and hybrid MBAs, necessitated by the pandemic. While remote learning offers flexibility and affordability, the in-person experience is prized for its unparalleled networking and collaborative opportunities, despite higher costs. ### Innovative Learning Approaches Schools are increasingly adopting diverse learning methods to enhance engagement and meet student needs: - **Alternative Learning Methods:** Integration of videos, infographics, and interactive quizzes enables self-paced learning. - **Experiential Learning:** Utilizing simulations, role-playing, and real-world projects fosters learning through doing. - **Interactive Content:** Increased student engagement observed through mediums like videos and interactive units, reflecting the growing trend towards such innovations. ### Aligning with Business Needs Business schools are reconfiguring curricula to match the evolving corporate landscape: - **ESG Focus:** Incorporating environmental, social, and governance (ESG) topics in courses, reflecting sector-wide priorities. - **Diversity and Inclusion:** Implementing courses and projects that emphasize workplace diversity, equity, and inclusion. - **Skill Development:** Emphasis on critical thinking, problem-solving, collaboration, creativity, communication, leadership, and teamwork. - **Technological Integration:** Tools like AI, and virtual/augmented reality offer personalized, real-life scenario simulations for enriched student experiences. Business schools must highlight these innovative methods and offerings to attract top talent and fulfill the students' evolving expectations, thereby distinguishing themselves in a competitive education market. # The Marketers Perspective Talking To Anna Brown At Falmouth University [cite](https://fundamentalgroup.com/insights/education--careers/the-marketers-perspective-talking-to-anna-brown-at-falmouth-university) ## Insights from Anna Brown at Falmouth University Anna Brown, head of content and experience at Falmouth University, shares key insights into the institution's marketing adjustments in response to the pandemic, highlighting the importance of innovation and agility. ### Communication Lessons and Future Approaches - **Transparency and Engagement**: Recognizing the demand for more information and transparency, Brown emphasizes the importance of enabling conversations between prospects and real people. This has led to an expansion of communication channels, including web chat, WhatsApp, webinars, and traditional methods like email and phone. - **Adapting Recruitment Tactics**: The shift from face-to-face recruitment to virtual solutions was necessary. Falmouth University has developed an active online events calendar, offering sessions that range from course-specific events to workshops on creating portfolios. ### Post-Pandemic Marketing Strategies Brown outlines several changes in marketing strategies: - Maintaining digital alternatives to physical Open Days has been essential. High-quality videos and virtual tours help convey the on-campus experience. - Flexibility and accessibility in digital offerings will continue even after reinstating on-campus events, to reach potential students who cannot visit physically. ### Social Media Engagement Falmouth values using social media for its immediate response capabilities. Brown is enthusiastic about the upcoming 'Ones to Watch' campaign, aimed at showcasing student and alumni achievements to inspire prospective students and parents. ### Looking Forward The university is assessing new marketing normals, focusing on strategic resource allocation and storytelling. Potential shifts in admission processes are anticipated, pending outcomes from Department for Education consultations. ### Key Advice Anna Brown advises building a strong team, crediting her team's adaptability and skillset with the ability to innovate and maintain foundational practices during challenging times. ### FAQ **Q:** How has Falmouth University adapted to virtual student recruitment? **A:** By creating a robust schedule of online events, virtual tours, and fostering digital interactions with academics and students. **Q:** Will digital marketing strategies continue post-pandemic? **A:** Yes, while on-campus events will resume when safe, digital initiatives will remain for wider reach and flexibility. # The Marketers Perspective Talking To Rachel Waites At Chicago Booth [cite](https://fundamentalgroup.com/insights/education--careers/the-marketers-perspective-talking-to-rachel-waites-at-chicago-booth) ## Interview with Rachel Waites The interview with Rachel Waites, Director of Global Marketing Strategy at Chicago Booth, addresses key shifts in marketing strategies amidst the Covid-19 pandemic. ### Key Insights: - **Communication Approach:** Initially, a calm exterior was maintained while scrambling internally to manage disruptions. As challenges grew, transparency became crucial. Communicating uncertainty by admitting lack of answers was received positively, underscoring a more human approach in messaging moving forward. - **Virtual Recruitment Events:** Transition to virtual events required adaptation, moving away from replicating in-person formats online. Success was found by focusing on topics with broad appeal and using breakout sessions for networking. Virtual events have expanded outreach and reduced costs, proving advantageous, especially for initial engagement stages. - **Future Strategy:** In-person meetings remain vital for relationship-building due to the substantial investment in the Executive MBA program. However, virtual events will persist in the marketing strategy owing to their effectiveness and cost benefits. - **Social Media Engagement:** Social media provided an immediate feedback channel vital during key socio-political events in 2020. The emphasis on authentic and empathetic content will continue in 2021. - **Post-Pandemic Expectations:** A 'new normal' in educational marketing includes ubiquitous access to virtual resources, impacting search rankings, website design, and social media presence. While in-person meetings are crucial for final conversion, a strong online experience remains essential. ### Advice for Peers: Rachel advises planning for a return to in-person interactions as people will be eager to escape virtual meetings once conditions permit. # Us Business Schools Enticing Laid Off Tech Workers With Easier Admission [cite](https://fundamentalgroup.com/insights/education--careers/us-business-schools-enticing-laid-off-tech-workers-with-easier-admission) ## Key Strategies by U.S. Business Schools In response to the recent surge in tech industry layoffs, more than a dozen U.S. business schools are adjusting their admissions strategies to attract laid-off tech workers. Such measures include: - **Testing Requirement Waivers**: Institutions like Dartmouth College’s Tuck School of Business waive the GMAT for those laid off after August 1, 2022. - **Extended Deadlines and Fee Waivers**: Schools such as The Haas School of Business at UC Berkeley are extending application deadlines and waiving application fees to ease the admission process. - **Admission Counselling and Fellowships**: Some schools are providing additional support such as counselling and fellowship opportunities to draw prospective students. ### Context and Trends The educational pivot reflects a broader trend following significant layoffs in the tech sector. In 2023, over 199,000 employees from more than 700 tech companies have been laid off globally. This follows a period in 2021 where favorable employment prospects led to a decline in MBA applications as more individuals remained in full-time jobs. ### Advertising and Engagement Further initiatives include directed advertising efforts by schools like UNC Kenan-Flagler Business School, showcasing opportunities for career advancement through an MBA as viable options for those encountering professional setbacks. ### Historical Comparison Historically, economic downturns have driven up applications to graduate programs; for example, the 2008 financial crisis saw an 8.3% increase in applications to U.S. graduate schools. This suggests a potential increase in enrollment as business schools appeal to recently unemployed tech professionals. Business schools are strategically positioning themselves to capture the interest of displaced tech workers, which may influence future MBA enrollment statistics. # Us Higher Education Institutions Remain Attractive To International Students Particularly For Graduate Students [cite](https://fundamentalgroup.com/insights/education--careers/us-higher-education-institutions-remain-attractive-to-international-students-particularly-for-graduate-students) ## U.S. Higher Education and International Students U.S. higher education remains an attractive option for international students, particularly at the graduate level. In 2022, nearly 1 million international students were enrolled in American colleges and universities, making up 5.5% of the total student population. Although the COVID-19 pandemic initially impacted enrollment, numbers have rebounded significantly. #### Key Statistics: - **Top Countries of Origin (2022)**: - China: 324,000 students - India: 297,000 students - South Korea: 62,000 students - **Popular Fields of Study**: - Computer Science - Second Language Learning (excluding English) - Business Administration and Management - **Geographical Spread**: - Nearly half of the international students study in California, New York, Texas, Massachusetts, and Florida. - California has the highest percentage of international students at 16.5%. Visa delays, stricter immigration policies, and increased global competition have caused some shifts, particularly among Chinese students. Universities in Canada, Singapore, and the U.K. have seen increases in Chinese enrollment. #### Economic Impact and Student Engagement: - During the 2021-2022 academic year, international students contributed $33.8 billion to the U.S. economy and supported over 335,000 jobs. - Interaction with international students provides domestic students with long-term benefits such as improved self-confidence and leadership skills. #### Recruitment and Internationalization: U.S. institutions are increasingly prioritizing international recruitment, supported by approximately 90% of colleges committing financial resources to these efforts. Focal recruitment regions include India, Vietnam, Brazil, and China. Institutions utilize various recruitment strategies, including partnerships with current international students, online events, and targeted advertising campaigns. Social media plays a significant role, with 50% of institutions focusing on these channels to reach prospective students. ### FAQ **Q:** What are the main countries sending students to the U.S.? **A:** China, India, and South Korea are the top three countries. **Q:** Which fields of study are popular among international students? **A:** The most popular fields are Computer Science, second language learning, and Business Administration and Management. **Q:** How do international students impact the U.S. economy? **A:** They contribute significantly, adding $33.8 billion and supporting over 335,000 jobs in the 2021-2022 academic year. # What Other Advertising Could You Purchase For The Price Of A Super Bowl Ad [cite](https://fundamentalgroup.com/insights/education--careers/what-other-advertising-could-you-purchase-for-the-price-of-a-super-bowl-ad) ## Overview of Super Bowl Advertising Costs A 30-second ad spot during the Super Bowl, one of the world’s premier sporting events, can cost advertisers up to $7 million. This event draws an audience exceeding 100 million viewers who watch not only for the game but also for the highly anticipated half-time shows and commercials. With 80 to 100 ads shown, the advertising duration collectively spans approximately 50 minutes. ### Return on Investment Despite the high cost, advertising during the Super Bowl can provide substantial benefits. According to Kantar studies, brands often experience heightened word-of-mouth marketing, both online and offline, in the months following their investment. For the 2021 Super Bowl ads, an average return on investment was calculated at $4.60 per dollar spent, with some brands achieving returns in double digits. This can be attributed to a captivated audience and increased brand visibility, particularly in the US market. ### Alternative Advertising Opportunities for $7 Million For advertisers considering alternatives, the cost of a Super Bowl ad could be reallocated into various other advertising channels. Here are some options: - **TikTok In-Feed Ads:** - **Clicks:** 2.8 to 3.9 million - **Cost-Per-Click (CPC):** $1.80 to $2.46 - **Streaming Ads:** - **Impressions:** 140 to 200 million - **Cost-Per-Thousand Impressions (CPM):** $35 to $50 - **Bumble:** - **Clicks:** 5.6 to 9.3 million - **CPC:** $0.75 to $1.25 - **Candy Crush Display Ads:** - **Clicks:** 10 million - **CPC:** $0.70 These alternatives offer a range of engagements, from clicks to impressions, providing companies diverse ways to allocate their marketing budgets relative to the Super Bowl ad cost. # Why Advertising Matters Now More Than Ever For Business Schools [cite](https://fundamentalgroup.com/insights/education--careers/why-advertising-matters-now-more-than-ever-for-business-schools) ## Business School Applications Surge During a period of economic uncertainty, notably impacted by Covid-19, there has been a significant surge in applications to business schools throughout Europe. Top institutions such as Chicago Booth, Imperial College London, London Business School, HEC Paris, ESSEC Business School, and Stockholm School of Economics have all reported record increases. Notably, HEC Paris experienced applicant growth from China and India at 59% and 37% respectively. The UK's London Business School and Oxford Said saw substantial jumps, with Warwick Business School reporting a 56% increase in applications. Despite the growth in applications, Imperial College reduced their intake to adhere to social distancing, and INSEAD reduced class sizes for in-person teaching. ### Advertising Decline Amidst Increased Interest In contrast to the spike in applications, business schools have significantly reduced their advertising efforts. Data from Fundamental Monitor reveals a drastic drop in digital advertisement impressions across Europe—from over 130 million in Q4 2019 to merely 21.4 million by Q3 2020. This retreat in marketing efforts could lead to long-term brand damage, as seen in other industries during economic downturns. Research suggests that staying visible through advertising can prevent declines in brand use and image. ### The Importance of Continued Advertising To maintain competitive advantage, business schools are advised to invest in advertising despite the economic climate. With competitors easing off, this creates a unique opportunity for institutions to amplify their branding initiatives, potentially leading to greater recognition and application interest. Fundamental Monitor provides insight into L&D institutions' advertising strategies, emphasizing the potential benefits of sustained marketing efforts during challenging times. # Year 12s Too Much Focus On University No Info On Other Options After College [cite](https://fundamentalgroup.com/insights/education--careers/year-12s-too-much-focus-on-university-no-info-on-other-options-after-college) ## Key Findings **Student Satisfaction and Challenges:** - Year 12 students generally felt well-supported by their schools amid the Covid-19 transition from in-person to online learning. - However, mental health support was inconsistent, with some schools failing to follow up on students struggling mentally. - Schools varied in their post-term engagement, with some maintaining contact via email or calls, while others ceased communication. **Exam and Grading Concerns:** - Students believed that the absence of traditional exams reduced stress and potentially improved their scores. - Some felt fairness issues regarding GCSE results, as grading was teacher-dependent, leading to perceived disparities in outcomes. **Post-School Options:** - A substantial number of Year 12 students expressed dissatisfaction with the narrow focus on university, desiring more information on alternative paths like apprenticeships and vocational courses. - Over half intend to pursue university education, valuing experiential prospects over high-ranking institutions. - Influences on decision-making include family and peers’ experiences. **Impact of the Pandemic:** - Covid-19 did not significantly alter post-graduation intentions, though some students are now more inclined toward gap years. - Expectations for a complete university experience are shaped by siblings and friends who faced limitations due to the pandemic. ### Conclusion Year 12 students advocate for a diverse exploration of future opportunities beyond the traditional university pathway. Schools are encouraged to provide a balanced overview of various educational and career options, addressing the need for informed decision-making on life beyond college. Institutions should consider integrating career trajectory discussions along with academic offerings to assist students in making well-rounded decisions that align with their long-term goals. # Media Buying Planning [cite](https://fundamentalgroup.com/insights/media-buying-planning) ## Key Themes and Insights - **Media Buying and Planning:** The page addresses strategies and nuances of global marketing, offering insights into media buying and planning. - **Marketing Innovations:** - **Global Marketing:** Strategies for cracking the code in a fluctuating global market. - **Insights Platforms:** Exploring advancements in marketing intelligence tools. - **Interactive Content:** Emphasizing its role in improving audience message retention. - **Responsive Marketing:** Highlighting the shift toward rapidly adaptable marketing reliant on modern technology. - **Advertising Insights:** - **Continuous Advertising:** Discussing the importance for brands to maintain advertising during uncertain economic times. - **Ad Placement:** Caution against allowing advertisements on clickbait websites. - **Industry Challenges:** - **Asset Management Marketing:** The current siloed approach of marketers in asset management. - **Communication in Investments:** Encouraging asset managers to clearly articulate the impact of their investments. - **European Publishers:** Addressing future challenges and opportunities for European publishers. - **Additional Content:** - **Marketing Fun Facts:** A segment dedicated to providing weekly marketing insights and inspiration. ### FAQ **Q:** Why should brands continue advertising during uncertain times? **A:** Continuing advertisement during uncertain times can maintain brand presence and potentially capture increased market share when competitors pull back. **Q:** How can interactive content improve marketing outcomes? **A:** Interactive content can enhance audience engagement and retention of core messages through more engaging and personalized experiences. **Q:** What is the significance of the siloed approach in asset management marketing? **A:** A siloed approach can lead to inefficiencies and communication breakdowns, hindering cohesive marketing strategies and clear communication of investment impacts. **Q:** Why avoid advertising on clickbait sites? **A:** Ads on clickbait sites can damage brand reputation and waste advertising budgets without yielding meaningful engagement or conversions. # Apacs HNWI Seeking Increasingly More Online Advice [cite](https://fundamentalgroup.com/insights/media-buying-planning/apacs-hnwi-seeking-increasingly-more-online-advice) ## APAC's HNWIs and Wealth Management Trends The Asia-Pacific (APAC) region, home to nearly 7 million High Net Worth Individuals (HNWIs) as of 2020, is experiencing a shift in wealth management needs. From 2011 to 2020, the number of HNWIs nearly doubled, signifying significant growth opportunities for wealth managers to attract new clients by leveraging digital technology. ### Key Trends Impacting Wealth Management - **Shift to Digital Solutions**: Research from Fundamental Media indicates a significant portion of HNWIs are seeking digitally adept financial advisors who offer advanced platforms for wealth management. Over the past two years, consumer preferences have shifted towards more electronic communication with advisors (Japan: 79%, Singapore: 77%, Australia: 69%, Hong Kong: 67%), though a substantial group still values in-person interaction. - **Reasons for Changing Advisors**: Greenwich Associates found that 31% of APAC consumers are considering changing their financial advisor within a year. The main reasons include high fees (45%), lack of competitive services (34%), and poor communication (32%). - **Dissatisfaction in Australia**: According to Roy Morgan's survey, 75.4% of the wealthiest Australians are content with their banking relationships, compared to 84.7% of the bottom 30%. Moreover, the Financial Advice Report highlights a slower growth in Australians using financial advisors compared to the increase in HNWIs. - **Digital Offering Shortcomings**: A 2019 KPMG report noted that 64% of Hong Kong wealth managers feel their digital services do not meet client expectations due to limited online service scope, customisation, and self-service options. ### Opportunities for Wealth Managers There is a pressing need for wealth managers to enhance their digital offerings to capture the rapidly growing HNWI market in APAC. By offering a blend of online and in-person services and targeting new segments from the middle-class population, wealth managers can increase market reach. Understanding client preferences through digital channels will enable wealth managers to deliver personalised advice effectively and reduce client acquisition costs. # Asset Managers Should Communicate More Clearly How Their Investments Make A Difference [cite](https://fundamentalgroup.com/insights/media-buying-planning/asset-managers-should-communicate-more-clearly-how-their-investments-make-a-difference) ## Summary of Key Insights Asset managers are facing increasing scrutiny concerning their Environmental, Social, and Governance (ESG) claims. With growing popular interest in ESG, concerns regarding greenwashing—misleading claims about the sustainability impact of funds—have surged. Regulators have started taking significant actions to address this issue. ### Regulatory Actions - **Morningstar Delisting**: In February, Morningstar delisted over 1,600 funds worth $1.2 trillion from its European sustainable investment list due to ambiguous ESG language. Currently, only 4,461 European funds worth $2.23 trillion are recognized as sustainable. - **European Securities and Markets Authority (ESMA)**: Their Sustainable Finance Roadmap for 2022-2024 prioritizes tackling greenwashing and promoting transparency. - Regulatory bodies in France, the UK, Sweden, Netherlands, and Switzerland have identified multiple instances of ESG claims that could not be substantiated. ### Survey Insights - **Independent Investment Management Initiative (IIMI)**: 88% of members acknowledge a greenwashing issue within the fund management sector. - **Standardization**: 81% of IIMI members call for more global standardization in ESG reporting. - **Financial Intermediaries**: While 72% apply ESG criteria, only 42% find sufficient information available. Furthermore, 38% doubt the reliability of ESG ratings. ### Recommendations for Asset Managers Asset managers are advised to clearly and transparently communicate ESG policies to build trust with investors. It is essential to simplify and standardize ESG reporting to align with regulatory expectations and investor needs. Continuous, honest engagement and providing clear documentation can enhance investor confidence and demonstrate actual ESG impacts. ### FAQ **Q: Why are asset managers under scrutiny for ESG claims?** **A:** There is growing concern about greenwashing, where claims about a fund’s sustainability impact may be misleading, prompting regulatory scrutiny. **Q: What actions have regulators taken?** **A:** Notable actions include Morningstar's delisting of funds with ambiguous ESG language and increased regulatory focus detailed in ESMA’s roadmap. **Q: What do financial intermediaries seek from asset managers?** **A:** They desire greater clarity and transparency in ESG policies and adherence to standardized reporting practices. # Australians More Interested In Their Finances Since The Pandemic [cite](https://fundamentalgroup.com/insights/media-buying-planning/australians-more-interested-in-their-finances-since-the-pandemic) ## Increased Financial Awareness Post-Covid In the wake of the Covid-19 pandemic, Australians have shown increased interest in financial matters. Research by Nine Media indicates that one-third of the population is engaging more actively with their finances than before the pandemic. The pandemic has also highlighted gaps in financial literacy, with many individuals expressing a need for assistance in decision-making. ### Optimism and Financial Priorities Research conducted in May 2021 reveals that 39% of Australians feel optimistic about the future, with optimism varying across gender, age, and income levels. Factors such as sustainability and support for local businesses have grown in importance since the pandemic, with 60% prioritizing buying Australian and 55% supporting local businesses. Further, social media conversations about sustainable banking have surged by 355%, accompanied by a 113% increase in discussions around financial literacy, especially among women. Overall, the emphasis is on managing superannuation, growing long-term and short-term wealth, and preparing for retirement, with key needs varying across demographics: - **Women**: Prefer help with long-term wealth growth (24%), emergency savings (20%), and saving money (19%). - **Readers of Sydney Morning Herald, The Age, WAToday**: Interested in ethical choices (23%) and small decision-making (13%). - **35-45-Year-Olds**: Need extensive help including retirement planning (34%) and short-term wealth (17%). ### Choosing Financial Providers When selecting financial services, Australians value specific provider qualities: - Locally owned or operated (54%) - Favorable staff welfare and equal opportunity employment (38%) - Environmental sustainability (36%) The tendency to seek information from unverified online sources highlights the urgent need for clear and accessible financial education. Australia’s proactive stance in tackling the pandemic may serve as a model, prompting interest in whether similar financial engagement patterns will emerge globally. # Cracking The Code Of Global Marketing [cite](https://fundamentalgroup.com/insights/media-buying-planning/cracking-the-code-of-global-marketing) ## Cracking the Code of Global Marketing The evolution of global marketing over the past 20 years has significantly expanded the geographical responsibilities for asset management marketers. Initially, marketers managed single- or dual-market operations, but today they manage expansive regions such as Europe, Asia, EMEA, or APAC. This globalisation has introduced both opportunities and challenges. ### Opportunities and Challenges - **Economies of Scale**: Centralised marketing teams benefit from standardisation but may face slow market responses due to distance from local markets. - **Local Sensitivity**: Lack of immediate local presence can result in insensitivity to market changes and competitor actions. ### Unique Market Dynamics Fundamental Media's extensive experience in media planning reveals diverse media landscapes, investment preferences, and investor criteria globally. Key observations include: - **Media and Investment Diversity**: Media landscapes vary in sophistication and cost, and countries exhibit differing asset class demands. - **Brand Recognition Variance**: The familiarity with asset management brands and the criteria for manager selection differ across nations. ### Messaging and Cultural Alignment Global asset managers often excel in their home markets but struggle abroad due to unfamiliarity with local dynamics. Effective international marketing demands: - **Cultural Consideration**: Beyond compliance with local laws, content must be culturally appropriate to avoid negative brand perceptions. Simple translation is insufficient; cultural nuances and local brand perceptions must be understood. ### Fundamental Insights Regular surveys by Fundamental Media reveal varying investment attitudes and media consumption patterns across markets. This highlights the complexity of delivering right communication to the targeted audience at the right time. Despite globalisation's benefits, successfully navigating the intricate landscape of global marketing requires deep market insights and tailored communication strategies. Global asset management marketing has become increasingly demanding, necessitating a nuanced understanding of market-specific dynamics to craft impactful, culturally sensitive messaging. # Delta Tag Removing The Discrepancy Between Advertising Clicks And Onsite Analytics Data [cite](https://fundamentalgroup.com/insights/media-buying-planning/delta-tag-removing-the-discrepancy-between-advertising-clicks-and-onsite-analytics-data) ## Key Insights - **Challenges with Cookie Usage**: The end of 2021 marked the decline of third-party cookies, affecting website performance metrics. Users must now give explicit consent for cookies, which has reduced the reliability of marketing intelligence platforms. - **Data Discrepancies**: There are growing discrepancies between reported advertising clicks and landing page entrances due to new privacy regulations, ad blockers, and the refusal of cookie consent. This is termed "analytics dispersion". - **Causes of Incorrect Reporting**: Fundamental Media's research indicates cookie consent platforms and ad blockers as major factors causing inaccuracies. In Europe, this accounts for approximately 50% of website traffic discrepancies. ### Drop-off Rate - **Definition and Causes**: The 'drop-off' rate represents users who click on an advertisement but do not land on the campaign page. It varies due to ad placement errors, creative issues, or the fat finger effect. - **Unusual Measurements**: Negative drop-off rates occur when there are more recorded entrances than advertisement clicks, often due to bots revisiting pages through the same UTM code. ### Delta Tag Solution - **Introduction of the Delta Tag**: This innovative solution by Fundamental Media aims to correct discrepancies in the post-cookie era by using a unique code passed through ad clicks. It enhances data accuracy without relying on cookies and complies with GDPR, CCPA, and PECR regulations. - **Functionality**: The Delta Tag ensures precise last-click attribution and is unaffected by cookie consent issues or ad blockers. It provides real-time insights into entrance discrepancies on marketing intelligence platforms. ### FAQ **Q: What is the primary cause of discrepancies in site interaction data?** **A:** Discrepancies frequently arise from cookie consent management and ad blockers, which limit accurate user tracking. **Q: How does the Delta Tag improve accurate reporting?** **A:** It employs a unique code transferred during ad clicks to track accurate site entry sources, sidestepping cookie reliance, ensuring compliance with privacy regulations. # Dont Allow Your Ads To Be Served On Clickbait Websites [cite](https://fundamentalgroup.com/insights/media-buying-planning/dont-allow-your-ads-to-be-served-on-clickbait-websites) ## Key Insights: The page emphasizes the need for marketers, particularly within asset management and higher education sectors, to prioritize quality over cost in programmatic advertising. Fundamental Media, part of Fundamental Group, highlights the drawbacks of focusing on low-cost inventory, underscoring the importance of reaching the right audience with high-quality impressions. ### Key Points: - **Audience Targeting**: Essential for sectors like asset management and higher education, which involve a limited and specific target audience. - **Cost vs. Quality**: Many marketers prioritize cost, opting for cheaper options, usually resulting in ads placed on low-quality, clickbait websites. These issues with cheap programmatic advertising include fraud, poor viewability, and compromised brand safety. - **Industry Statistics**: According to the Association of National Advertisers (ANA), cheap programmatic buys below $3 CPM dominate, though they often run on nearly 44,000 websites, including many low-quality sites. IAB Europe also reveals that the quality of programmatic media is a major barrier for a large portion of advertisers. - **Increased Complexity**: 53% of programmatic advertising professionals find the ecosystem too complex, with numerous layers complicating inventory quality. - **Importance of Quality**: For sectors like asset management, focusing on quality over cost is crucial due to the highly specific target audience, such as the 10,000 UK financial advisers. - **Programmatic Solutions**: Fundamental Group offers advanced programmatic solutions like AMX, featuring contextual and firmographic targeting for superior audience matching, significantly improving campaign outcomes. ### Conclusion: Shifting focus from cost to quality in programmatic advertising can yield better-targeted ads, resulting in higher-quality traffic and improved campaign efficiency, crucial in reaching specific professional audiences. # Entering The Age Of Rapid And Responsive Marketing Revolutionising Marketing With Cutting Edge Technology [cite](https://fundamentalgroup.com/insights/media-buying-planning/entering-the-age-of-rapid-and-responsive-marketing-revolutionising-marketing-with-cutting-edge-technology) ## Key Insights on Marketing Adaptation with Technology In today's rapidly changing market, the role of technology is pivotal in shortening the marketing cycle, allowing asset management marketers to swiftly adapt campaigns to current market conditions and audience interests. Traditionally, marketing campaigns in the asset management sector could take up to nine months from inception to launch, regardless of evolving external conditions. This outdated model poses inefficiencies, as campaigns might not align with current market needs by the time they go live. ### Global Media Landscape Challenges The disparity between media landscapes and investment audience characteristics across markets adds complexity to international investment marketing. Countries display significant variation in publishing maturity and sophistication, affecting marketing strategies. Additionally, familiarity with asset management brands and the appetite for asset classes differ, necessitating tailored local approaches. ### Technological Solutions for Rapid Marketing Emerging technologies, particularly artificial intelligence (AI), are utilized to monitor market dynamics and competitor activities. They help align existing products with current demand, create ad content efficiently, and provide real-time reporting for optimization. Specifically, Fundamental Group has developed Alphix Solutions, offering tools like Alphix Trends and Alphix Vectors to assist asset managers in capturing market insights and optimizing their advertising strategies. ### Understanding Market Position and Audience Interests Alphix Trends facilitates benchmarking of site content and traffic against competitors, focusing on popular investment topics. By comparing content volumes, site visits, and session durations, marketers can better understand their competitive positioning. This analysis aids in gauging market influence through metrics such as Cost per Index Point (CpIP). ### AI-Driven Campaign Creation Alphix Vectors leverages AI to draft ad copies tailored to current market interests, drawing from a vast repository of financial news. By rapidly producing responsive ad content, marketers can keep their messaging relevant and competitive. ### Optimize for Maximum ROI The cookie-free Alphix Solutions integrates data capture and automated reporting, enabling marketers to evaluate channel performance and refine campaigns for optimal return on investment. Accurate performance metrics are crucial for understanding competitor landscapes and aligning strategies with market conditions efficiently. # European Publishers Ready To Take On Challenges Of The Future [cite](https://fundamentalgroup.com/insights/media-buying-planning/european-publishers-ready-to-take-on-challenges-of-the-future) ## Fundamental Insights: European Publishers and Future Challenges ### Overview Fundamental Media's latest insights reveal that European publishers are prepared to tackle future challenges, particularly in the digital realm. They emphasized the irreversible shift towards digital engagement which began during the Covid-19 pandemic. ### Key Points - **Pandemic Impact:** Two years post-pandemic, a reevaluation with the same publishers uncovered how the Covid crisis has permanently influenced the industry. Publishers noted an initial surge in digital traffic, which has since stabilized. - **Digital Emphasis:** The publishers agree that digital consumption will persist as audiences now expect access to content whenever and however they desire. This shift is reshaping publishers' offerings to better cater to these evolving consumer needs. - **Content Engagement:** While the essence of delivering insightful and engaging content remains unchanged, the methods through which audiences engage are evolving. Publishers recognize the imperative to adapt their strategies to meet rising and ever-changing consumer expectations. ### FAQ **Q:** How have consumer demands influenced European publishers? **A:** Publishers are increasingly focused on digital strategies to match consumer expectations of accessibility and convenience in content consumption. **Q:** What change in digital engagement do publishers expect? **A:** The increased digital focus initiated during the pandemic is expected to be a lasting transformation in how audiences prefer to consume content. **Similar Articles:** - "Cracking the code of global marketing" - "What’s next for marketing analytics platforms?" - "Why brands shouldn’t stop advertising during uncertain times" These insights underline the necessity for publishers to stay agile in a digital-forward landscape, while continuing to provide valuable content. # Gathering Audience Data Once Third Party Cookies Are Blocked [cite](https://fundamentalgroup.com/insights/media-buying-planning/gathering-audience-data-once-third-party-cookies-are-blocked) ## Gathering Audience Data in a Post-Cookie Era With internet browsers shifting away from cookie support, the traditional method of cookie-based targeting is nearing obsolescence. This move, driven by regulations such as the European GDPR, emphasizes the requirement for express opt-in consent for processing personal data, including online identifiers obtained via cookies. As of the latest updates, browsers like Firefox and Safari already block third-party cookies, with Chrome expected to follow suit by the end of 2021. Consequently, nearly 90% of web traffic will no longer accommodate third-party cookies. ### Implications for Marketing Strategies The stringent rules necessitate organizations to explore and adopt alternative audience data-gathering methods. Fundamental Media is adapting by ensuring data is processed in a way that prevents direct user identification, categorizing users into investor-interest groups to refine audience insights. This approach integrates with programmatic buying and proprietary reporting systems like Digital Intelligence and Audience Alpha, offering granularity based on investor type, asset class, and other attributes. ### Future Vision Fundamental Media advocates for an outcome-oriented marketing approach in light of regulatory pressures. This strategy emphasizes identifying, reaching, engaging, nurturing, and converting audiences, alongside continuous analysis and optimization. By merging traditional media tools with innovative data-driven solutions, the company aims to future-proof its marketing tactics amidst industry changes. ### Audience Segmentation and Tools - Audience Alpha offers taxonomy-based segmentation. - The system addresses investor type, asset class, geographical focus, and buying propensity. - Provides increased visibility of users through anonymised targeting and analytics. ### FAQ **Q:** How are companies adapting to the end of third-party cookies? **A:** Companies are leveraging alternative data-gathering methods, creating interest-based groups, and integrating them with programmatic buying technologies. **Q:** What challenges do fund managers face with new regulations? **A:** Fund managers are pressured to demonstrate their value and deliver measurable results due to regulations like MIFID II. # How Apac Publishers Expect Events To Evolve [cite](https://fundamentalgroup.com/insights/media-buying-planning/how-apac-publishers-expect-events-to-evolve) ## Key Insights on APAC Publishers’ Transition to Online Events The transformation of publishing events in the Asia Pacific (APAC) region during the Covid-19 pandemic has seen substantial developments, particularly in the shift to online events. Here are the main takeaways: - **Increased Attendance and Geographical Reach**: Online events have led to a broader and diverse attendee turnout due to the removal of geographical barriers. This change has notably enhanced participation, involving attendees from various regions who previously could not attend physical events. - **Enhanced Engagement**: Publishers reported a significant rise in engagement across websites, social media, and event platforms. The transition to virtual events accelerated these digital engagement metrics. - **Challenges and Adaptability**: Despite the hurdles faced in adapting to a digital format, publishers successfully managed to deliver online events. The positive response from audiences indicates satisfaction with this new format. - **Future Outlook**: Publishers anticipate a gradual return to physical events and the implementation of hybrid models, likely by 2022. This blend of physical and virtual events is expected to provide a balanced approach to audience engagement going forward. - **Optimism and Innovation**: There remains a strong sense of optimism among publishers regarding their capacity to adapt and continue offering valuable content, driven by the innovative use of digital platforms. ### FAQ **Q:** What has been the effect of online events on attendance for APAC publishers? **A:** The shift to online events has resulted in higher attendance due to the elimination of geographical constraints, allowing broader international participation. **Q:** When do publishers plan on resuming physical events? **A:** Publishers expect physical events to begin returning in 2022, with plans to incorporate hybrid event formats. # How Interactive Content Can Help Audiences Better Retain Your Core Message [cite](https://fundamentalgroup.com/insights/media-buying-planning/how-interactive-content-can-help-audiences-better-retain-your-core-message) ## Interactive Content in Asset Management Interactive content significantly aids asset managers in enhancing message retention. While marketers often focus on attracting users to a landing page, it's equally vital to optimize the post-click experience for improved message retention. Traditional reliance on long-form written content by asset managers places them low on the retention scale, characterized by passive engagement. Statistics from the National Training Laboratory's learning pyramid illustrate that people remember only 10% of what they read and 20% of what they watch. However, retention increases to 50% through discussion and 90% when teaching others. ### Benefits of Interactive Infographics - **Improved Engagement:** Shifting to interactive formats like digital infographics transforms users from passive observers to active participants. This dynamic participation reinforces the core message, enhancing retention. - **In-depth Insights:** Interactive infographics not only disseminate information but also gauge user sentiment and preferences, enabling asset managers to understand their audience's journey better. - **Targeted Marketing:** By engaging users to share opinions, these tools allow for more personalized marketing strategies, increasing engagement and message retention. ### Summary Asset managers can enhance communication effectiveness by adopting more interactive content methodologies. By moving away from static, lengthy documents and leveraging tools like interactive infographics, they can meet informational needs while actively engaging users. This approach allows for better audience understanding and ensures that the core message resonates more profoundly, leading to higher levels of retention and engagement. # How The Pandemic Has Affected Publisher Events In The Us [cite](https://fundamentalgroup.com/insights/media-buying-planning/how-the-pandemic-has-affected-publisher-events-in-the-us) ## Impact of the Pandemic on U.S. Publisher Events The COVID-19 pandemic has significantly influenced the landscape of publisher events in the United States. Key findings from Q&A sessions with five prominent publishing partners conducted by Fundamental Media reveal shifts in event formats and media consumption trends. ### Key Points: - **Virtual Transition**: During the pandemic, many publishers successfully transitioned to online events and conferences, recognizing the benefits of virtual formats. Virtual events not only maintained engagement but also expanded the potential audience reach. - **Digital Engagement Surge**: Publishers reported record levels of consumption and engagement on digital platforms since the pandemic's onset. To adapt, they leveraged digital versions of print titles, launched podcasts, and enriched their offerings with new virtual events. - **Mixed Future Formats**: The pandemic has paved the way for an expected increase in virtual and hybrid events post-pandemic. While some publishers are cautious about returning to in-person gatherings in 2021, others are exploring hybrid formats that accommodate both in-person and virtual preferences. - **Event Suitability**: Virtual events have proven to be viable alternatives, and certain event types may continue in this format due to their effectiveness. Publishers anticipate more strategic use of these virtual engagements based on event goals, target audiences, and content. ### Future Outlook: The insights suggest publishers are likely to continue innovating with event formats beyond the pandemic, emphasizing the relevance of virtual and hybrid designs. This evolution aligns with changing audience needs and new content delivery methods prompted by the challenges of COVID-19. # Marketing Fun Facts A Weekly Dose Of Fun And Inspiration [cite](https://fundamentalgroup.com/insights/media-buying-planning/marketing-fun-facts-a-weekly-dose-of-fun-and-inspiration) ## Marketing Fun Facts: A Weekly Dose of Fun and Inspiration Fundamental Media provides weekly insights into the fun and creative side of marketing. The aim is to demonstrate that marketing can be engaging and inspiring rather than purely serious. The initiative encourages the sharing of interesting marketing facts to stimulate creativity and innovation, which are key drivers for effective marketing strategies and success. ### Key Insights - **Objective**: To inspire creativity in marketing, making it more engaging and effective. - **Audience Participation**: Readers are encouraged to share their inspiring marketing fun facts, fostering a community of idea exchange and innovation. - **Publication Date**: Insights are updated weekly, dated 29 March 2022 for this entry. ### Related Articles - **Cracking the Code of Global Marketing**: Discusses strategies to succeed in diverse markets. (https://fundamentalgroup.com/insights/media-buying-planning/Cracking-the-code-of-global-marketing) - **What’s Next for Marketing Intelligence Platforms?**: Explores upcoming trends in marketing intelligence that can benefit marketing efforts. (https://fundamentalgroup.com/insights/media-buying-planning/Whats-next-for-marketing-analytics-platforms) - **Why Brands Shouldn’t Stop Advertising During Uncertain Times**: Highlights the importance of maintaining brand visibility regardless of economic conditions. (https://fundamentalgroup.com/insights/media-buying-planning/Why-brands-shouldnt-stop-advertising-during-uncertain-times) ### Cookie-Free Technology Fundamental Media champions privacy by employing cookie-free technology for its site interaction monitoring, enhancing user privacy without compromising the quality of insights provided. # Number Of Online Investors In Australia Grows By A Third [cite](https://fundamentalgroup.com/insights/media-buying-planning/number-of-online-investors-in-australia-grows-by-a-third) ## Key Insights - **Increase in Online Investors**: The number of online investors in Australia grew by 33% from June 2019 to June 2020. - **Rise in High-Net-Worth Individuals (HNWIs)**: The population of HNWIs in Australia increased from 425,000 in 2016 to 490,000 by 2019. ### Investor Trends - **Appetite for Financial Content**: There is a notable increase in the consumption of financial content due to pandemic-related uncertainties. During August 2020, readership of Nine Media brands rose significantly, with between 25% to 45% increasing their information intake. - **Popular Content Areas**: Articles on the economy, markets, and shares are most popular. Interest in superannuation funds, real estate, and government support also sees a rise. ### Information Sources for HNWIs - **Primary Sources**: - 65% use company websites and annual reports. - 49% refer to print publications. - 40% use online search. - 37% turn to the ASX website. - 31% use paid online publications. - **For Ultra-HNWIs (above AUD 10 million)**: - 71% use company websites and annual reports. - 61% rely on print publications. - 43% each use brokers’ research and online search. - 38% prefer paid online publications. ### Media Consumption Preferences - **Print Publications**: The top-read among HNWIs are Australian Financial Review, The Australian/The Weekend Australian, and AFR Weekend. - **Online Publications**: Sydney Morning Herald/Sun Herald, Australian Financial Review, and The Age are the most-read. ### Sources for Financial Planners - **Print Sources**: Australian Financial Review, Financial Standard, Financial Adviser Magazine, and Money & Life Magazine. - **Top Online Sources**: Morningstar.com.au, InvestorDaily, and MoneySmart. ### Reader Statistics - **HNWIs**: - Australian Financial Review is read by just over 20%. - Sydney Morning Herald/Sun Herald, around 18%. - The Australian/The Weekend Australian, roughly 16%. - **Financial Planners**: - Nearly 65% use Australian Financial Review. - Morningstar.com.au is accessed by around 57%. - Financial Standard is used by about 55%. # Qa How Might Covid 19 Affect Marketing In The Long Term [cite](https://fundamentalgroup.com/insights/media-buying-planning/qa-how-might-covid-19-affect-marketing-in-the-long-term) ## Summary: Long-term Impact of COVID-19 on Marketing The pandemic has significantly influenced marketing strategies, with a notable shift towards digital approaches. James Budden from Baillie Gifford discusses these implications, emphasizing several key insights: - **Information Over Promotion**: During the pandemic, prioritizing client information over promotion became crucial. However, as markets stabilize, there's potential to return to promotional activities with a focus on digital platforms due to limitations on physical engagements. - **Virtual Engagement**: The necessity for remote work initiated a forced, yet widespread adoption of virtual communication. While the long-term impact on internal stakeholder interactions remains uncertain, virtual platforms are expected to be a permanent component of marketing strategies, enhancing both client service and prospect engagement. - **Digital Response and Engagement**: Direct-to-consumer markets have shown increased interaction and feedback, leading to opportunities for database improvements and collaboration with third parties. - **The 'New Normal' in Marketing**: Although digital channels are gaining ground, traditional channels like print and in-person events remain relevant. The future will see a blend where face-to-face interactions maintain their value. Virtual engagement will, however, play a more significant role, requiring strategic targeting to capture the right audience amidst increased participation choices. ### Advice to Peers - **Resilience in Marketing**: Continue marketing efforts during downturns, retaining employees and budgets to ensure readiness for recovery phases. ### FAQ **Q: Will traditional marketing methods completely disappear post-pandemic?** **A**: No, while digital methods are accelerating, traditional methods will continue to be relevant, particularly personal engagements and print media. **Q: How should marketers adapt to the post-pandemic environment?** **A**: Embrace digital platforms but continue leveraging face-to-face interactions. Adopt strategies to effectively engage a more diversified audience. By understanding and applying these insights, marketers can better navigate the evolving landscape shaped by COVID-19. # Social Media The Final Frontier For Professional Investors [cite](https://fundamentalgroup.com/insights/media-buying-planning/social-media-the-final-frontier-for-professional-investors) ## Fundamental Insights on Social Media for Investors The article explores the expanded role of social media within global asset management, emphasizing the potential benefits of strategically employing these platforms to engage professional investors. As marketing intelligence is crucial in this industry, applying similar scrutiny to social media use can enhance sales, distribution, and marketing efforts. ### Key Insights: - **Professional Usage**: A study among discretionary portfolio managers and fund selectors reveals a significant uptake in social media engagement across major European markets, notably between 2016 and 2018. - **Platform Preference**: - LinkedIn usage increased dramatically from 43% to 85%. - Xing remains popular in the German-speaking markets, although international professionals often use both Xing and LinkedIn. - Despite the popularity of Xing, trends suggest its relevance may decline in favor of LinkedIn. ### Usage Purposes: Professional investors primarily leverage social media for: - **Networking** with industry peers. - **Reading industry news** and updates. - Consuming content from asset managers. Given these behaviors, asset managers are encouraged to create engaging, device-responsive content to maintain investor interest and interaction. ### Device Utilization: - An all-time high is recorded in the use of mobile devices for accessing social media content. - The trend underscores the necessity for asset managers to adopt responsive design strategies to ensure content accessibility across devices. ### Conclusion: Social media is acknowledged as integral to professional investors, both for personal and professional usage. With a substantial increase in usage patterns, asset managers are urged to leverage these platforms to keep pace with evolving industry dynamics and maintain engagement with investors. ### FAQ **Q:** Why is social media important for professional investors? **A:** It facilitates networking, staying updated with industry news, and accessing content from asset managers. **Q:** What is a growing trend in social media usage among investors? **A:** There is an increasing preference for mobile devices to access content, highlighting the need for responsive designs. **Q:** What platforms are leading among professional investors? **A:** LinkedIn has seen significant growth, while Xing remains influential in German-speaking regions. **Q:** How should asset managers adjust to changes in social media trends? **A:** They should focus on creating engaging and responsive multi-platform content to capture the attention of professional investors. # The Marketers Perspective Talking To John Brockelman At State Street Global Advisors [cite](https://fundamentalgroup.com/insights/media-buying-planning/the-marketers-perspective-talking-to-john-brockelman-at-state-street-global-advisors) ## Insights from John Brockelman at State Street Global Advisors John Brockelman, the global head of brand marketing and communications at State Street Global Advisors, shares his perspective on digital marketing adaptations post-Covid. Below are key insights: - **Rapid Content Distribution**: During the Covid-19 pandemic, the need for timely and relevant insights became critical. The company adapted by distributing content swiftly in various formats, which will continue beyond the pandemic. - **Virtual Client Engagement**: Historically, financial advice involved face-to-face interactions, which Covid disrupted. Brockelman notes the shift to video conferencing and webinars to maintain connectivity with clients. This approach is anticipated to evolve even further post-pandemic. - **Internal Workflow Adaptations**: To swiftly produce and distribute content, partnerships between compliance, web publishing, and social teams were vital. This led to the rapid deployment of videos that reached millions, exemplifying the effectiveness of agile internal processes. - **Social Media Strategy**: State Street Global Advisors has ramped up their focus on social media as a key channel for direct client engagement. The firm plans to enhance individual thought leader engagement on social media, acknowledging its role in extending reach and influence. - **Embracing Digital Transformation**: Brockelman suggests embracing digital marketing supported by data to enhance brand experience and marketing value. This transformation is part of adapting to what could be a 'new normal' in asset management marketing. ### FAQ **Q: What was a significant learning during Covid-19 for State Street Global Advisors?** **A:** The significance of distributing timely, relevant insights quickly in various digital formats was a major learning. **Q: How has client engagement changed?** **A:** Client engagement shifted from in-person to video conferencing and webinars, facilitating broader reach with a personal touch. **Q: What role does social media play in their strategy?** **A:** Social media has become a critical channel for sharing expertise, with a focus on increasing individual thought leader presence online. # The Questions To Ask Before Setting Up A Paid Search Campaign [cite](https://fundamentalgroup.com/insights/media-buying-planning/the-questions-to-ask-before-setting-up-a-paid-search-campaign) ## Key Considerations for Setting Up a Paid Search Campaign Paid search, or PPC (pay-per-click), is a strategic component of the advertising mix for asset managers. It utilizes keywords to match user queries in search engines, charging advertisers each time their ad is clicked. The process revolves around an auction model, with the cost per click (CPC) influenced by bidding and the ad's quality score. The quality score is determined by the relevance of the keywords, ad quality, landing page quality, and click-through rate (CTR). Advertisers can achieve prime positioning by maintaining a high quality score, potentially outbidding others with lower costs. ### Planning a Paid Search Campaign Before launching a paid search campaign, advertisers must clarify their objectives and understand the unique nature of search ads compared to other formats like display ads. Paid search demands careful keyword selection as it lacks the audience segmentation capabilities of other advertising mediums. Demographic, geographic, and time targeting remain possible, allowing focus on specific audience subsets. However, keywords need to be precisely chosen to attract the intended audience, avoiding broad terms that increase unwanted traffic or highly specific terms that reduce visibility. ### Optimising Ad Copy Key to a successful campaign is optimising ad copy. Search ads compete in an auction where relevancy determines ranking. Incorporating targeted keywords in ad headlines, descriptions, and corresponding landing pages improves relevancy scores, boosting ad position and reducing CPC. Effective ad optimisation lowers CPC and increases potential traffic, as demonstrated by a case study where CPC was reduced by managing quality scores and refining ad copy. ### FAQ **Q:** Why is bidding on branded keywords recommended? **A:** Bidding on brand terms helps prevent competitors from capturing traffic by appearing above your organic SEO results. **Q:** What contributes to an ad's quality score? **A:** Factors include keyword relevance, ad copy quality, landing page experience, and CTR performance. **Q:** How can demographic targeting be integrated into paid search campaigns? **A:** By utilizing available features to refine audience focus based on demographic, geographic, and behavioral data. # Us Investors Not Satisfied With Esg Related Disclosures By Issuers [cite](https://fundamentalgroup.com/insights/media-buying-planning/us-investors-not-satisfied-with-esg-related-disclosures-by-issuers) ## Key Insights on ESG Disclosures Recent research indicates a significant dissatisfaction among US investors regarding ESG (Environmental, Social, and Governance) disclosures from asset managers and issuers. Only 41% expressed satisfaction with the amount of disclosures, while 38% were content with the quality. A mere 10% and 8% of investors were very satisfied with the amount and quality of disclosures, respectively. ### Portfolio Integration and Investment Preferences - **Adoption of ESG**: 65% of US investors, and 76% of financial advisers, have incorporated ESG into their portfolios. - **Investment Expectations**: Financial advisers, with 31%, have slightly higher expectations for ESG investments compared to the 28% by institutional investors. - **Asset Class Preferences**: - **Equities**: The dominant asset class for ESG integration, engaged by 80% of US investors and 91% of financial advisers. - **Other Asset Classes**: Institutional investors show a stronger inclination towards integrating ESG in real estate (37%), infrastructure (26%), and other alternatives (33%) than financial advisers. ### Motivations and Concerns - **Drivers for ESG Adoption**: - 51% cite fiduciary duty. - 49% believe ESG integration reduces risks and enhances returns. - Only 20% state regulatory requirements as a factor. - **ESG Concerns**: Top concerns include anti-corruption, water, cybersecurity, climate change, and shareholder rights. Least concerning factors involve employee engagement, income inequality, and workplace diversity. ### Communication and Advertising Gaps Asset managers need to enhance ESG communication, as responsible investing is not prioritized in the US market. Fundamental Monitor data shows limited advertising of ESG capabilities by asset managers in the US. ### FAQ **Q: Are most US investors satisfied with ESG disclosures?** **A**: No, less than half are satisfied with both the amount and quality of these disclosures. **Q: Which asset class is most favored for ESG investments?** **A**: Equities, with 80% of US investors and 91% of financial advisers integrating ESG factors. **Q: What are the main reasons investors cite for ESG integration?** **A**: Fiduciary duty and the belief that ESG factors reduce risk and enhance returns. # Whats Next For Marketing Intelligence Platforms [cite](https://fundamentalgroup.com/insights/media-buying-planning/whats-next-for-marketing-analytics-platforms) The evolution of marketing intelligence platforms reflects a significant shift towards data-driven decision making. Initially, during the late 1990s and early 2000s, marketing intelligence options were limited, with the field gaining momentum only in the mid-2000s. The initial surge was supported by the advent of digital marketing channels like search engine marketing, display advertising, and email marketing, which allowed for better tracking and measurement of campaign effectiveness. ### Rise of Key Platforms Google Analytics, launched in 2005, became a centerpiece in the evolution of digital marketing intelligence by offering comprehensive tools for tracking website traffic and user behavior. Prior analytic tools like WebTrends, Urchin, and Omniture also played a foundational role but were significantly improved upon by Google Analytics' accessibility and features. ### Challenges with Data Privacy The evolving complexity of marketing intelligence tools led to the introduction of global regulations such as the GDPR and CCPA, which restricted data collection methods. Additionally, the increased use of ad blockers and refusal of cookie consent have further complicated data accuracy, leading to challenges in deriving quality insights. ### Transition to Cookie-less Solutions In response, platforms like Alphix Solutions are advancing by utilizing non-personal data signals in place of traditional cookies. These platforms enable marketers to gain sector-specific insights and comprehensively analyze website engagement and traffic, offering new capabilities like automated ad copy creation and market benchmarking. ### Future Outlook Over the next five years, a transformative shift is expected in asset management marketing. Predicted developments include real-time opportunity identification, automated campaign planning, and execution optimizations led by large language models. This evolution will redefine data-driven decision-making, enhance marketing efficiency, and reduce costs. While automation increases, human oversight will remain crucial for strategic guidance and compliance. ### Conclusion As marketing intelligence platforms advance, the Fundamental Group is poised to bring its clients along on this journey of automation, optimization, and efficiency. # Why Brands Shouldnt Stop Advertising During Uncertain Times [cite](https://fundamentalgroup.com/insights/media-buying-planning/why-brands-shouldnt-stop-advertising-during-uncertain-times) ## Key Insights on Continued Advertising during Crises In uncertain economic climates, such as recessions or global crises, brands often consider reducing or halting advertising to cut costs. However, evidence from historical data, such as the PIMS study and examples from past recessions, shows that maintaining or increasing marketing efforts is critical for long-term brand health and market position. ### Historical Case Studies - During the Great Depression, Kellogg increased its advertising spend, while Post decreased theirs. Resultantly, Kellogg emerged as the dominant market leader. - The PIMS (Profit Impact of Marketing Strategy) study, with data from thousands of businesses over decades, highlights three key tenets for advertising during recessions: staying the course results in long-term gains. ### Importance of ESOV - **Excess Share of Voice (ESOV)** is crucial during a downturn. An increase in Share of Voice (SOV) relative to Share of Market (SOM) can significantly bolster a brand’s market position. - Maintaining marketing spend when competitors cut theirs can effectively double a brand’s SOV, translating to increased long-term market share. ### Strategic Implications - Brands should embrace long-term strategies, aligning with the 95:5 rule. This rule indicates that only 5% of B2B buyers are actively looking to buy at any given time, meaning brand awareness efforts must be continuous to be top-of-mind when purchasing decisions occur. - Short-term budget cuts may seem financially prudent; however, consistent branding presence ensures recognition and customer trust, which ultimately influences future buying decisions. **Conclusion:** Amidst economic downturns, maintaining or enhancing advertising efforts is not merely beneficial but essential. Brands that sustain their marketing investments are more likely to emerge stronger and capture greater market share in the recovery phase. ### Key Information - **Company Name:** Fundamental Media Limited - **Trading Name:** Fundamental Group - **Location:** 3rd Floor, 100 Cannon St, London EC4N 6EU - **Registration:** England and Wales, No. 5001866 - **Technology:** Cookie-free site interaction monitoring Fundamental Media's distinct technology in site interaction monitoring aligns with increasing privacy demands, offering alternatives to traditional cookie-based tracking. This positioning may appeal to privacy-conscious users and businesses interested in ethical advertising practices. # Research Insights [cite](https://fundamentalgroup.com/insights/research-insights) ## Research Insights - **UK Institutional Investors**: Local asset management brands hold the top rankings for UK institutional investors, indicating strong national preferences and possibly, localized service offerings. - **German Institutional Investors**: There is a notable lack of familiarity with asset managers among German institutional investors, suggesting potential challenges for international asset managers to penetrate this market. - **Consultant Influence in the UK**: The importance of consultants as an information source for UK institutional investors is declining, which could signal a shift towards more direct engagement between investors and asset managers. - **Asset Manager Engagement on YouTube**: Engagement levels for asset managers’ content on YouTube have reached an all-time high, highlighting the increasing importance of digital platforms for investor engagement. - **Competitiveness in the Netherlands**: Research indicates varying degrees of competitiveness across asset classes, suggesting diverse opportunities for market players. - **Asset Classes in Switzerland and Germany**: ETFs and Swiss equities are reported as the least competitive asset classes in Switzerland, whereas German equities hold this distinction in Germany. - **Competitive Classes in France and Spain**: Alternatives and fixed income are identified as the most competitive asset classes in France, while research points to specific competitive asset classes in Spain as well. - **LinkedIn Activity**: Asset managers are actively posting about expert views, market trends, and European topics, indicating a strategic focus on these areas for audience engagement. ### Additional Information - **Advertising Impact**: There's a focus on impactful advertising, although specific strategies or results are not detailed. - **Social and Legal**: Fundamental Group emphasizes a cookie-free approach to site interaction monitoring, reflecting privacy considerations. This summary highlights the diverse and competitive landscape of asset management across various European markets and the evolving nature of investor engagement and communication platforms. # Alternatives And Fixed Income The Most Competitive Asset Classes In France [cite](https://fundamentalgroup.com/insights/research-insights/alternatives-and-fixed-income-the-most-competitive-asset-classes-in-france) ## Key Insights - Fundamental Media's Global Brand Survey 2024 highlights how alternatives and fixed income rank as the most competitive asset classes in France. Multi-asset classes also show high competitiveness, while ETFs and North American equities are at the opposite end of the spectrum. - The survey, conducted from June to September 2023 among 135 financial intermediaries in France, utilized unprompted brand recall to measure the number of unique asset management brands associated with various asset classes and management styles. - Across 15 asset classes and management styles, a total of 230 unique brands were identified. A low standard deviation of mentions in an asset class or management style indicates high competitiveness, suggesting no single brand has a significant hold over the market. ### Market Dynamics - **Most Competitive Asset Classes:** Alternatives, fixed income, and multi-asset exhibit a competitive landscape with a balanced distribution of brand mentions. - **Least Competitive Asset Classes:** North American equities, French equities, and global equities see skewed mentions towards fewer brands, indicating less competition. - **Asset Class Trends:** - Fixed income is expected to experience the highest inflows, with 59% of respondents anticipating increased exposure. - Emerging market equities and global equities follow, showing positive demand. - Real estate could see the highest decrease in exposure, indicating a shifting interest away from this asset class. - **Management Styles:** - Active management is noted for the highest brand recall. - Absolute return, smart beta, and passive management styles indicate a competitive environment. - ETFs stand out as the least competitive. ### Future Outlook - For competitive asset classes and styles, a strategic increase in visibility could lead to notable market share gains. - Conversely, less competitive areas may require extensive effort to close gaps with leading brands. - Financial intermediaries are reconsidering exposure, especially in passive management, which shows potential outflows. The survey underlines crucial market perceptions and potential shifts in asset management strategies in France, catering both to increased opportunities and challenges across various segments. # Asset Management Marketing Skill Sets A Comparison With B2b Technology Firms [cite](https://fundamentalgroup.com/insights/research-insights/asset-management-marketing-skill-sets-a-comparison-with-b2b-technology-firms) ## Asset Management vs. B2B Technology Firm Marketing Skills Fundamental Media conducted research to compare the marketing skills of asset management marketers with those in B2B technology firms, using Salesforce as the benchmark. The study highlighted significant differences in the skill sets possessed by professionals in these two sectors. **Key Findings:** - **Data-Driven and Digital Savvy:** Asset management marketers are generally less data-driven and digitally oriented than those at technology firms like Salesforce and LinkedIn. - **Skill Classification:** For asset management, 2,755 skills were reviewed, with 40% classified as marketing skills. Salesforce, on the other hand, had 3,379 skills with 41% identified as marketing-centric. - **Average Skills Count:** Asset management marketers report an average of 10.4 marketing skills, whereas Salesforce marketers average 13.4 marketing skills. - **Skill Categories:** - **Marketing Strategy and Insights:** Tech firm marketers excel in marketing strategy, online & digital marketing, and tools & data analysis. - **Communication Skills:** Asset management marketers show stronger skills in communication and media buying & planning, a subset of advertising, but trail in direct marketing and events. - **Digital Specialties:** Salesforce marketers surpass in digital marketing, social media, SEO & SEM, website design & management, and mobile marketing. ### Aligning Marketing Around the Sales Funnel Salesforce's marketing approach, focusing on client-led, result-driven strategies aligned with the sales funnel, offers a model for asset management firms. Asset management marketers often operate in a siloed environment, lacking the integration observed in tech firms. To remain competitive and differentiate from peers, asset management marketers should consider expanding their skill sets to include more data, digital, and technological competencies. ### FAQ **Q: What core area do asset management marketers excel in compared to technology marketers?** **A:** Asset management marketers have more skills in communication sub-categories and media buying & planning compared to their technology counterparts. **Q: Why is Salesforce's marketing approach advantageous?** **A:** Salesforce aligns its marketing function around the sales funnel, making it data-driven and metrics-focused, which optimizes for desired outcomes. **Q: How can asset management marketers enhance their skills?** **A:** They can look to technology firms like Salesforce for inspiration, focusing on developing data, digital, and technological skills to better align marketing with company strategies and objectives. # Asset Managers Continue To Be More Positive On Social Media [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-continue-to-be-more-positive-on-social-media) ## Summary of Social Media Activity Among Asset Managers in Q4 2023 Asset managers showed increased positivity on social media in Q4 2023, with the sentiment of posts rising to 1.14 from 1.08 in the previous quarter. Despite higher positivity, engagement levels decreased, averaging 56.2 per post compared to 64.6 in Q3. ### Social Media Insights - **Total Posts Analyzed:** 4,156 posts, with 3,327 specifically on LinkedIn. - **Content Popularity:** - **Topics with High Engagement:** Cryptocurrencies led with an average engagement of 36.04, followed by ETFs, conflict, and Middle East topics. - **Least Engaging Topic:** Tax, with a negative average engagement of -24.12 across 35 posts. - **Post Sentiment:** Positive sentiment remained steady across major platforms except for a dip in LinkedIn during December. ### Platform-Specific Findings - **LinkedIn:** The most active platform for asset managers, averaging over 1,000 posts monthly, peaking at 1,212 in October. Key topics included expert views, ESG, and market analysis, with expert views prevalent in December and ESG as a leading topic in October. - **YouTube:** Saw notable engagement fluctuations—starting high in October (95), peaking in November (101.55), then declining in December (48.9). ### Content Themes and Engagement - Posts concerning expert views yielded high engagement, particularly those on stock and bond market outlooks and water scarcity whitepapers. - ESG posts, encompassing new fund launches and special observances like U.S. Veterans Day, resonated well with audiences. ### FAQs **Q:** Which social media platform was the most used by asset managers in Q4 2023? **A:** LinkedIn was the most used, with over 3,327 posts in Q4. **Q:** What was the trend in sentiment and engagement within the quarter? **A:** Sentiment improved overall, but engagement decreased compared to Q3. **Q:** What topics generated the most social media engagement? **A:** Cryptocurrencies, ETFs, conflict, and the Middle East were top performers in terms of engagement during Q4 2023. # Asset Managers More Active On Social Media In Q4 [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-more-active-on-social-media-in-q4) ## Summary of Social Media Activity by Asset Managers in Q4 2020 In the last quarter of 2020, asset managers significantly increased their social media activity, with a noticeable uptick in engagement, as reported by Fundamental Media. More than 10,000 organic social media posts from the top ten asset managers were analyzed, revealing a 14% increase in the average number of posts per manager across all platforms, following a 16% decline in Q3. ### Platform-specific Highlights: - **LinkedIn**: Held the highest engagement per post until Q4, when YouTube surpassed it. - **YouTube**: Stable posting frequency throughout the year, but engagement per video soared by 80% in Q4. Channel views climbed by 7% from Q3 and 21% from 2019. - **Twitter**: Experienced a 20% drop in engagement per post from Q3. The most engaging topics on LinkedIn were Europe, Strategy, and Environmental, Social, and Governance (ESG), with Pandemic dropping from the top of the list. The U.S. Presidential election bolstered interest in politics and America, resulting in a 40% increase in posts and a 50% spike in engagement. ### Engagement and Sentiment Analysis - Topics such as ESG and Retirement displayed the most positive sentiment, with asset managers employing over one positive word per post on average. - Engagement grew by about 50% between Q3 and Q4, with Europe marking a substantial 125% increase. - The 25% most engaging posts focused heavily on ESG (46%), with others featuring expert opinions (33%) and European topics (22%). Even as engagement rose in sectors like ESG, Europe, and America, it declined for economy (-1%), pandemic (-8%), and financial institutions (-13%). # Asset Managers More Positive In Their Social Media Posts Of Q3 [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-more-positive-in-their-social-media-posts-of-q3) ## Social Media Activity and Engagement of Top Asset Managers in Q3 2020 The third quarter of 2020 saw a shift in social media activity and engagement from the top 10 asset managers, as analyzed by Fundamental Media. Despite posting less frequently across social media platforms, the sentiment of these posts was notably more positive. - Over 7,500 organic social media posts were analyzed for the first nine months of 2020. In Q3 alone, 2,400 new organic posts were published, including over 750 on LinkedIn. - There was a general decrease in the average number of posts per asset manager in Q3, with July recording the lowest engagement on textual social media, slightly lower than in May. - The introduction of YouTube video analysis showed a notable increase in average engagement, peaking at 6% in Q3 from 4% in Q1 and 3% in Q2. Videos were predominantly in English, with other languages such as Italian, German, French, Spanish, and Chinese also present. ### LinkedIn and Topic Engagement - LinkedIn continued to have the highest engagement among platforms, although there was a slight decrease in engagement figures. - In Q3, ESG remained the most engaging topic, despite a slight decline in engagement from Q2. Other high-engagement topics included strategy and equities. - The sentiment for topics like the pandemic, economy, and crisis became more positive, trending towards neutrality (-1 to 1 sentiment range). - Engagement levels fell by an average of 20% from Q2 to Q3, except for topics like strategy, equities, and thematic, which saw increases. - Among the top 25% of engaging posts, 41% focused on ESG, 33% featured expert views, and 22% discussed the pandemic. ### Additional Observations - Notable topic correlations included strategy often being discussed with the pandemic and equities, and equities frequently linked to expert commentary. - There's been a consolidation of topics, with "Coronavirus" and "Pandemic" previously considered separately, now merged for more streamlined categorization. ### FAQ **Q:** What was the major trend for asset manager social media sentiment in Q3?** **A:** A notable increase in the positivity of the sentiment, even though the number of posts decreased. **Q:** Which platform saw the highest engagement for asset managers?** **A:** LinkedIn continued to have the highest engagement, albeit with slightly decreased figures compared to previous quarters. **Q:** How did YouTube video content perform for asset managers in Q3?** **A:** Engagement with YouTube videos increased throughout the year, reaching 6% in Q3. # Asset Managers More Positive On Social Media But Engagement Fluctuates [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-more-positive-on-social-media-but-engagement-fluctuates) ## Social Media Sentiment and Engagement Analysis Research by Fundamental Media demonstrates that asset managers have displayed a more positive tone in their social media posts throughout the first half of 2022, though engagement rates have fluctuated across different platforms. This analysis covered 6,052 social media posts from 42 leading asset managers, focusing on LinkedIn, Twitter, YouTube, and other platforms. ### Sentiment and Engagement Metrics - **Average Sentiment:** Posts reached an average sentiment score of 0.5 in Q2, improving over the early part of the year. Sentiment is assessed by the ratio of negative to positive words. - **Engagement Averages:** The overall engagement rate stood at 29.21 interactions per post. Metrics tracked include likes, comments, shares/retweets, and video views. ### Platform-Specific Insights - **LinkedIn:** - The platform recorded 3,816 posts during Q2, peaking at 1,331 in June after a dip post-March. - Engagement peaked at 42.32 per post in June. - ESG, expert views, and market topics were most discussed, with high engagement on topics like Africa (average 59.1) and alternatives (49.03). - **Twitter:** - Witnessed a notable engagement increase to 18.66 in May before declining. - Experienced a negative sentiment spike in April only. - **YouTube:** - Videos grew from 42 in April to 74 in June, with engagement plummeting to 1.5 per video in June. ### Topic Trends - **Frequent Topics:** ESG consistently featured as the top topic each month during Q2, with significant activity around Pride Month. - **Engagement Variability:** Africa, alternatives, and cryptocurrencies sparked high engagement. Notably, cryptocurrency posts saw engagement skyrocket from 16.46 in May to 77.7 in June, and Australia’s engagement climbed from 10 to 50.75 during the same period. Overall, while the sentiment of posts improved over time, engagement levels varied notably across different topics and platforms, with LinkedIn showing the most dramatic fluctuations. # Asset Managers Most Often Posted About Esg And Expert Views In 2022 [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-most-often-posted-about-esg-and-expert-views-in-2022) ## Key Insights from 2022 Social Media Activity Among Asset Managers In 2022, LinkedIn emerged as the leading platform for asset managers according to research by Fundamental Media. This analysis encompassed 22,823 social media posts from 44 top asset managers, with LinkedIn alone accounting for 14,226 posts. - **Popular Topics**: ESG (Environmental, Social, and Governance), expert views, and market news dominated asset managers' posts. - **Sentiment and Engagement**: Posts had an average sentiment score of 0.47 and an engagement rate of 41.5 per post. Sentiment was gauged through analysis of positive and negative wording, while engagement was measured via likes, shares, comments, and video views. - **Platform Performance**: - **LinkedIn**: Activity peaked in Q2 and Q4 with around 3,800 posts each. It maintained stable engagement and posted the highest in Q4 at 46.76. - **Twitter and Facebook**: These platforms experienced a slight decline in posts throughout the year, with Twitter seeing the highest engagement in Q3 (25.44). - **YouTube**: Although used by just 16 asset managers, it saw fluctuating engagement rates. Q1 had a peak engagement at 450.15 due to popular videos like Amundi's multi-language release. Posts related to crisis and volatility had negative sentiments, whereas topics on Australia and Africa were perceived more positively. Middle East topics had the highest average engagement (57.99), followed by Africa and ETFs. ### Regional and Topical Insights - **Frequency and Engagement**: ESG was a leading topic in Q2 and Q4, but expert views were more prevalent in Q1 and Q3. Market updates also saw an increase in Q4. - **Geographic Insights**: Notably, the Middle East, Africa, and Australia topics — though rarely posted about — garnered significant engagement. However, tax-related topics struggled with engagement, marked by the lowest average at -30.98. The study reflects a dynamic pattern of social media use among asset managers, with LinkedIn remaining central to their digital communication strategies. # Asset Managers Post Slightly Less On Social Media During Q3 [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-post-slightly-less-on-social-media-during-q3) ## Asset Managers on Social Media: Q3 Observations During the third quarter of 2021, Fundamental Media conducted an extensive analysis involving 2,433 social media posts from the top ten global asset managers across LinkedIn, Facebook, Twitter, and YouTube. The findings revealed a notable decline in posting activity and engagement levels, aligning closely with patterns observed in the first quarter. ### Key Findings - **Posting Activity:** - Asset managers generally posted less on social media platforms, except Facebook. This mirrors the activity levels seen in Q1. - **Sentiment and Engagement:** - Post sentiments regressed to neutral levels akin to Q1 after showing positivity in Q2. - LinkedIn and Facebook maintained high engagement rates, but overall engagement dropped since the start of 2021. - In contrast, Twitter and YouTube saw an increase in engagement from Q2. ### YouTube Analysis - **Subscribers and Views:** - The average number of new YouTube subscribers rose from 138 in Q2 to 177 in Q3. - Views almost doubled compared to Q1, approaching 100,000, leading to a 61% rise in engagement through views. - Reactions such as likes and comments remained on par with Q2. ### LinkedIn Engagement - **Topics:** - Asset managers predominantly posted about expert views, followed by ESG topics. - The topic 'Europe' received the highest engagement, although engagement levels were higher in Q2. - **Sentiment:** - Posts on ESG, Europe, and retirement exhibited the most positive sentiments. - Despite frequent posts on expert views, engagement decreased significantly from Q2. - **Frequent Topics:** - Expert views, ESG, and the market were consistently popular. Previously, the pandemic and economy were significant focus areas during 2020. The insights demonstrate a strategic move by asset managers in their social media utilization, showcasing a momentary decline yet a positive trend in specific platforms like YouTube. # Asset Managers Posted Less About Esg On Linkedin [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-posted-less-about-esg-on-linkedin) ## Fundamental Insights - Decreased ESG Posts on LinkedIn #### Overview - Research by Fundamental Media reveals a shift in the posting habits of asset managers on LinkedIn, specifically regarding Environmental, Social, and Governance (ESG) topics. - Throughout 2023, ESG was among the top three topics discussed. However, in Q1 2024, it fell to the fifth position. #### Social Media Posting Trends - **Comparison of Posting Activity**: - Q1 2024: 3,254 LinkedIn posts out of 3,970 total social media posts by 42 leading asset managers. - Q4 2023: 3,327 LinkedIn posts out of 4,156 total social media posts. - **Engagement Rates**: - Q1 2024: Average engagement of 51.0 per post. - Q4 2023: Average engagement of 56.2 per post. - Overall social media engagement levels were lower in Q1 2024 compared to Q4 2023. #### LinkedIn Content Focus in Q1 2024 - Top topics included expert views, markets, and economy, differing from 2023's ranking of expert views, ESG, and market. - ESG dropped to the fifth position, after Europe, marking a noticeable decline in its prominence. - **Middle East** posts achieved the highest engagement, with an average of 93.87, followed by cryptocurrencies, ETFs, and Australia. - Conflict topics experienced the lowest level of engagement, with an average of -23.63. #### Engagement Insights - Engagement levels for LinkedIn and Facebook posts decreased in Q1 2024, while YouTube saw a sharp increase in February, followed by a decline in March. - Despite fluctuations, YouTube had the most significant drop in overall engagement rate between the two quarters. #### Interesting Trends and Observations - Posts about the Middle East recorded high engagement, particularly posts celebrating individual achievements or historical anniversaries. - Tweets about ETFs also garnered notable engagement, highlighting a post by Invesco celebrating QQQ's anniversary and a Vanguard interview. This detailed summary showcases notable trends and engagement metrics for asset managers' content on LinkedIn, with a specific focus on the decline in ESG topic popularity. # Asset Managers Posted Less On Social Media But Engagement Improved [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-posted-less-on-social-media-but-engagement-improved) ## Fundamental Insights: Asset Managers' Social Media Activity in Q2 2023 In Q2 2023, asset managers reduced their social media activity but achieved higher engagement rates. Fundamental Media's analysis of 4,425 social media posts from 44 leading asset managers, including 3,567 LinkedIn posts, revealed several key trends: - **Posting Frequency**: Total social media posts decreased from 5,416 in Q1 to 4,425 in Q2. LinkedIn posts specifically dropped from 3,459 in Q1 to 3,567 in Q2. - **Engagement and Sentiment**: Average post sentiment improved from 0.59 in Q1 to 0.91 in Q2, while average engagement rose from 42.1 to 46.3 likes, clicks, shares/retweets, video views, and comments. - **Platform-Specific Trends**: - **LinkedIn**: Post frequency declined, with a drop from 1,480 in March to 966 in April. However, posts increased again later in Q2. Topics with highest engagement were ETFs and conflicts, while tax and Africa were least engaging. - **YouTube**: Engagement exhibited volatility, peaking at 80.37 in January but dropping to 13.34 in June. - **Facebook**: Engagement mimicked Q1 trends, initially higher, then declining mid-quarter. - **Topic Trends**: - **LinkedIn Trends**: ESG became the most popular topic in Q2, overtaking market discussions and expert views. Noteworthy posts included those by Vanguard on company culture and BlackRock on a significant acquisition in Europe. ### FAQ **Q:** What were the most engaging topics in Q2 on LinkedIn? **A:** The most engaging topics were ETFs and conflict, with ESG being the most posted about topic. **Q:** What caused the volatility in YouTube engagement? **A:** Engagement varied, with fluctuations in February and March, a rise in April and May, and a significant drop in June. **Q:** Were there any changes in sentiment across platforms? **A:** Sentiment improved in Q2 on LinkedIn and Facebook, although Facebook experienced a dip in May. # Asset Managers Posted The Most About Expert Views Market And Europe On Linkedin [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-posted-the-most-about-expert-views-market-and-europe-on-linkedin) ## Key Insights from Q2 2024 Asset Manager Activity on LinkedIn In Q2 2024, the most frequent topics for LinkedIn posts by asset managers were expert views, market, and Europe, as highlighted by Fundamental Media's research. This represents a shift from Q1, where expert views, market, and economy were predominant. In contrast, throughout 2023, the focus was on expert views, ESG, and market. ### Social Media Post Analysis - **Post Volume**: A total of 4,263 social media posts were analyzed from 42 leading asset managers, including 3,461 LinkedIn posts. This displays a slight increase from Q1, which had 3,254 LinkedIn posts. - **Engagement Metrics**: The average engagement per post was 51.1 for Q2, compared to 51.0 in Q1. ### Engagement Trends by Platform - **LinkedIn**: Engagement remained stable, ranging from 58.45 in January to 46.35 in May. - **YouTube**: Notable fluctuation, with a peak engagement of 149.13 in May following a dip earlier in March and April. - **Facebook**: Highest engagement was in April at 65.97; however, it remained below 40 for the remainder of Q2. ### Topic-Specific Engagement - **ETFs**: Led engagement with an average of 25.96, garnering attention from posts by industry leaders like Vanguard and T. Rowe Price. - **Cryptocurrencies**: Averaged 22.04 in engagement from 26 posts, with noteworthy content from DWS Group on AI and blockchain. - **ESG**: Managed an average engagement of 9.88 across 626 posts. - **Tax**: Faced the lowest engagement, averaging -31.57 across 70 posts. The findings emphasize a shift towards market-related content in June, illustrating the evolving focus of asset managers in response to their audience's preferences and broader market trends. # Asset Managers See Social Media Posts Engagement Levels Rise [cite](https://fundamentalgroup.com/insights/research-insights/asset-managers-see-social-media-posts-engagement-levels-rise) ## Asset Managers' Social Media Engagement in Q4 2022 Asset managers experienced increased engagement in their social media posts during Q4 2022 compared to Q3, according to research by Fundamental Media. This surge in engagement came despite a slight decline in the positive sentiment of the posts. The sentiment analysis considered the frequency of positive and negative words, and overall engagement was measured by likes, comments, shares, and views. ### Key Statistics - **Total Posts Analyzed**: 5,608 by 43 leading asset managers. - **LinkedIn**: 3,718 posts, showing a major engagement channel. - **Average Sentiment**: Increased from 0.45 in Q3 to 0.63 in Q4. - **Average Engagement**: Increased from 36.7 to 43.6 per post. ### Platform-Specific Insights - **LinkedIn**: Maintained its status as the dominant channel with a slight decrease from 1,340 posts in November to 1,115 in December. Topics like ESG, market updates, and expert opinions were frequently explored. However, crisis and volatility topics had the most negative sentiment. - **Facebook**: Notably positive sentiment increased from 0.32 in October to 0.94 in December. - **YouTube**: Saw an exceptional spike in engagement due to an Amundi video, highlighting the potential for high-impact content. ### Top Engagement Topics on LinkedIn 1. **Middle East**: Highest engagement with an average of 205.86, despite only four posts. 2. **Africa**: Average engagement of 63.52 from 18 posts. 3. **ETFs**: Garnered 17.51 average engagement from 47 posts. ### Observations - In October and November, ESG was the predominant topic, but in December, expert views, market conditions, and economic discussions became more prevalent. - Posts involving Veterans Day and recognizing women in asset management achieved significant engagement. - The Middle East topic, though minimally posted about, attracted substantial interest. Overall, this analysis highlights the nuanced engagement dynamics across different social media platforms for asset managers. # Australian Financial Intermediaries Want More Support From Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/australian-financial-intermediaries-want-more-support-from-asset-managers) ## Key Findings Research by Fundamental Media reveals that 69% of Australian financial intermediaries are satisfied with support from asset managers, valuing online events, regular communication, and high-quality CPD training. Despite this, intermediaries express a desire for more in-depth market trend analysis and content support to better serve their clients. ### Preferences on Events Australian financial intermediaries have no clear preference for online or offline events, acknowledging the benefits of both: - **Online Events:** Preferred for convenience and efficiency. - **In-person Events:** Valued for networking opportunities and personal interaction. ### Investment Preferences - Over 40% of intermediaries aim to increase client exposure to fixed income and Australian equities. - More than one-third anticipate growing their focus on absolute return and active management strategies. - The main drivers for new fund research are client requests and colleague recommendations, underscoring the importance of professional networking. ### Product Selection Criteria - **Top Factors:** Cost and investment philosophy are paramount. - **Quantitative Fund Ratings:** Rising in importance, now the third key consideration since 2018. ### Other Related Insights - ETFs are gaining traction among US institutional investors more rapidly than their European counterparts. - Local asset management brands dominate UK institutional investor preferences. - German institutional investors demonstrate limited familiarity with most asset managers. This research underscores a desire among Australian financial intermediaries for enhanced analytical support from asset managers to facilitate optimal client service, demonstrating an evolving landscape in investment preferences and criteria. # Average Engagement Of Asset Managers Youtube Videos At Record Level [cite](https://fundamentalgroup.com/insights/research-insights/average-engagement-of-asset-managers-youtube-videos-at-record-level) ## Key Insights - **Record YouTube Engagement:** - Asset managers' YouTube videos achieved record engagement in August 2024. Significant contributors were three videos by Amundi, each surpassing 20,000 views, and a particularly popular video titled ‘At Amundi investing your savings is our business’ which garnered millions of views. Overall engagement reached an average of 604.19. - **Social Media Activity and Engagement:** - During Q3 2024, there were 4,101 social media posts by 42 leading asset managers, with LinkedIn posts at 3,315. Compared to Q2's 4,263 social posts, Q3 exhibited stable posting but a slight reduction in engagement from an average of 51.1 per post in Q2 to 46.2. - LinkedIn saw reduced activity in August with only 939 posts, while other months ranged between 1,105 and 1,197 posts. However, LinkedIn maintained higher engagement levels than Facebook throughout the quarter. ### LinkedIn Engagement Topics - Prominent topics during Q3 were expert views (1,007 posts), market (983 posts), and Europe (776 posts), consistent with Q2. - Posts about ETFs received the highest engagement of 31.16 per post, followed by: - Retirement: 18.63 per post across 166 posts. - Real Estate: 16.74 per post across 95 posts. - Alternatives: 15.68 per post across 48 posts. - Africa: 11.41 per post across 15 posts. - August showed a slight topic shift, favoring posts about markets over expert views. ### Performance Highlights - Successful ETF posts included J.P. Morgan’s new Global Head of ETFs appointment and T. Rowe Price’s celebration at Nasdaq. - Retirement highlights featured Vanguard’s CEO's CNBC interview and Schroders’ creation of a UK private markets investment manager, promising new opportunities for UK pension savers. ### FAQ **Q:** What was the engagement rate for YouTube videos in August 2024? **A:** Engagement for YouTube hit a record high of 604.19 in August, primarily due to three Amundi videos. **Q:** How did LinkedIn engagement compare to Facebook in Q3? **A:** LinkedIn maintained higher engagement levels than Facebook throughout the quarter. # Brand Recall Biggest Indicator Of Singaporean Intermediaries Purchase Intentions [cite](https://fundamentalgroup.com/insights/research-insights/brand-recall-biggest-indicator-of-singaporean-intermediaries-purchase-intentions) ## Fundamental Insights: Key Findings on Brand Recall in Singapore Research by Fundamental Media has highlighted brand recall as the most significant factor influencing purchase intentions among financial intermediaries in Singapore. The study spanned from September to December 2022 and involved 36 investment professionals assessing their familiarity with asset management brands. ### Key Insights: - **Brand Recall and Purchase Intentions**: - Brand recall significantly impacts the propensity to purchase. Familiarity plays a supportive role but has a lesser impact. - Over 90% of respondents recognized at least 25 out of 35 prompted brands, with over 35% familiar with all prompted brands. - **Survey Methodology**: - Survey participants mentioned up to three asset managers likely to increase their fund usage in the next 12 months, forming a score for purchase intention. - The analysis found that brands praised for their ‘product/know-how’ and ‘brand’ received higher purchase propensity scores. Comparatively, favorable comments on ‘performance’ and ‘communication’ had a positive yet lesser impact. - **Global vs Local Brands**: - Among the top 10 brands on the Singapore Global Brand Equity Index, eight were international, while two were local. - Local asset managers excelled in unprompted brand recall across various asset classes, consistently appearing in the top five of most recalled companies in categories like global equities, Japanese equities, and passive management. ### Conclusion: Brand recall emerges as a pivotal driver of purchase intentions among financial intermediaries in Singapore. The study underscores the importance of maintaining strong brand presence and reputation, with a focus on product knowledge and brand perception. # Brand Strength The Most Important Fund Selection Factor For Hong Kong Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/brand-strength-the-most-important-fund-selection-factor-for-hong-kong-intermediaries) ## Key Research Insights: Brand and Transparency in Fund Selection Fundamental Media's 2023 study highlights that brand strength and transparency are paramount for financial intermediaries in Hong Kong when selecting between funds with comparable performance records. Previously in 2019, investment philosophy held the top position, with quantitative fund ratings following. In the recent survey, while investment philosophy has dropped to the fourth position, quantitative fund ratings now rank third. This shift indicates an increased emphasis on brand reputation and clarity of fund operations. ### Regional Variations in Fund Selection Criteria The research underscores diverse preferences across Asian markets: - **Hong Kong:** - Brand Strength - Transparency - Quantitative Fund Ratings - **Singapore:** - Qualitative Fund Ratings - Comments/Insights from Fund Managers - Investment Philosophy - **Taiwan:** - Brand Strength - Investment Philosophy - Commission from Fund Providers ### Effects of COVID-19 on Media and Event Preferences The COVID-19 pandemic significantly influenced media and event preferences among Hong Kong intermediaries: - **Event Participation:** Though online events have gained traction, 60% continue to favor in-person events primarily for networking opportunities. - **Media Consumption:** - Decline in Print and Radio Usage - Rise in Mobile and Desktop Usage - Increased Social Media Engagement - Growth of Podcasts (80% adoption for professional use) Overall, the findings indicate a shift in priorities and media habits, driven by both global events and technological advancements. To access a detailed report, specific procedure contact is required. # Challenging Market Conditions Are Causing 86 Of European End Investors To Take Action [cite](https://fundamentalgroup.com/insights/research-insights/challenging-market-conditions-are-causing-86-of-european-end-investors-to-take-action) ## Challenging Market Conditions Impacting European End Investors A recent study conducted by Fundamental Media reveals that 86% of European end investors are responding to challenging market conditions by adjusting their investment strategies. This change is largely a reaction to factors such as inflation and the energy crisis. ### Key Findings from the Study: - **Investor Behavior**: - 27% are altering the type of investment products, with the highest change noted among Italian investors (31%). - 23% are increasing their investment amount, while 15% are reducing it. - 17% are shifting their asset allocations, particularly French investors, who lead this trend at 33%. - **Investment Focus**: - The most common changes involve shares for German, Italian, and French investors. UK and Italian investors are more inclined to adjust their cryptocurrency portfolios. - Increased exposure to ETFs is planned by 40% of investors, prominently in Germany and France. - Real estate investments are on the rise, especially in France where over half plan an increase. - **Bonds and Equities**: - Multi-asset funds and global equities are expected to grow in the UK and France. - Italian investors tend to favor increasing foreign bonds while reducing domestic bonds. - UK investors show an inclination to favor domestic bonds over international. - French and German responses are mixed, with French investors likely to decrease in general, while German investors show relatively stable bond exposure. ### Implications for Asset Managers The data indicates a pressing need for asset managers to provide guidance to these investors. This environment presents an opportunity for educational outreach and strategy communication, facilitating informed investment decisions during market volatility. ### Conclusion The study highlights varied investment strategies among European end investors. It underscores the importance of strategic support from asset managers and financial advisors to address the evolving needs amid uncertain market conditions. # Changes In Media Usage Among European Institutional Investors [cite](https://fundamentalgroup.com/insights/research-insights/changes-in-media-usage-among-european-institutional-investors) ## Fundamental Insights: Media Usage Among European Institutional Investors Fundamental Media's research highlights changes in the media consumption habits of European institutional investors. Key findings indicate a decline in the readership of English-language publications within continental Europe since 2015, notably in France. Conversely, the Netherlands has experienced a roughly 10% increase in online readership of English-language financial news. This trend correlates not necessarily with the language but with international titles' broad focus, which fails to provide in-depth coverage for specific markets. Over the past 20 years, localized trade media has emerged to better serve national audiences in their native languages. #### National Media Trends: - **France:** Dominant online readership for daily newspapers and trade publications. English-language media usage declines, offset by increased professional social media engagement. - **Netherlands:** Reduced print readership, except for select subscription-based trade publications. Social media usage is high across desktop and mobile platforms. - **UK:** Growth in online media usage via mobile and tablet, with a noted decline in print readership of specialist pension publications. - **Germany:** Slight increase in print and TV news channel consumption. Leading media includes print formats, with increased mobile readership for newspapers and trade publications. Lower professional social media usage compared to counterparts. - **Switzerland:** Print media remains popular though there's a trend toward mobile consumption, with a slight fall in English-language publication readership. Despite the general decline in print readership, specialist pension and institutional investor publications remain popular in this format as they provide valuable analysis and industry insights that benefit from long-form consumption. The research also notes that institutional investors, particularly in France and the Netherlands, engage significantly with professional social media, showing their broader engagement with digital content beyond traditional data-driven platforms. # Consultants Become A Less Important Information Source For Uk Institutional Investors [cite](https://fundamentalgroup.com/insights/research-insights/consultants-become-a-less-important-information-source-for-uk-institutional-investors) ## Key Trends in Information Sources Research conducted by Fundamental Media reveals a significant shift in information sources used by UK institutional investors. Historically reliant on consultants, these investors are increasingly turning to colleagues/peers and asset managers for insights on investment strategies and managers. In 2024, only 67% of institutional investors utilized consultants, compared to 90% in 2019, marking consultants as the third choice behind other sources. This information is derived from a survey of 86 UK institutional investors conducted between May and August 2024. ### Communication Preferences The survey highlights the importance of effective communication tailored to individual client preferences. UK institutional investors value asset managers for their communication, especially regarding market trends, investment strategies, and ESG. There is a preference for concise, clearly-headed communications over lengthy and theoretical emails. Asset managers are advised to provide unique insights and research content to distinguish themselves. ### Media Consumption Patterns Print media retains relevance with over half of surveyed investors sourcing it mainly at the office, although 48% do not engage with any print publications. Digital formats dominate, with newsletters being read weekly by 65% of respondents. Social media, particularly LinkedIn, stands out as the primary platform for business engagement, used extensively to access content from asset managers. Podcasts remain underutilized, with only a quarter of investors listening weekly. ### FAQ **Q:** What platforms do UK institutional investors prefer for business content? **A:** LinkedIn is the most favored platform, especially for content from asset managers. **Q:** How do UK institutional investors' information sources rank now compared to 2019? **A:** Consultants now rank third, behind colleagues/peers and asset managers. In 2019, they were the primary source. This analysis underlines a notable evolution in the behavior and preferences of institutional investors in the UK, which finance professionals and communicators should consider when strategizing their engagements. # Convergence Of Online And Offline Channels Continuing In Institutional Asset Management [cite](https://fundamentalgroup.com/insights/research-insights/convergence-of-online-and-offline-channels-continuing-in-institutional-asset-management) ## Key Media Consumption Trends Among European Institutional Investors The convergence of online and offline media channels remains a significant trend in European institutional asset management. Recent research conducted in markets such as the UK, France, Switzerland, and Germany highlights evolving media consumption patterns among institutional investors. - **Digital Media and Mobile Use:** Institutional investors are increasingly favoring digital media and mobile accessibility. Platforms like LinkedIn have become crucial for accessing industry news and asset manager content. - **Print Media's Sustained Role:** Despite the rise of digital media, local language print publications retain a strong presence, especially in Germany. Titles like Investment & Pensions Europe (IPE) are prominent across Europe, followed by The Economist and Financial Times. However, the latter's influence varies across different markets. - **Events as Information Sources:** Events continue to play a crucial role, with greater reliance noted among continental European investors compared to those in the UK. Such events are typically organized locally. ### Communication Efficiency There is a notable demand for more efficient, transparent, and targeted communication from asset managers. Institutional investors express frustration with unsolicited product promotions that don't align with their specific needs. Notably, over 80% of Swiss and 70% of French respondents struggled to identify asset managers with standout communication strategies. ### Importance of Reach and Recency To cultivate a robust brand presence, asset managers must balance both reach and recency. The integration of online and offline strategies offers opportunities for more targeted marketing. Audience-led programmatic advertising is emerging as a vital approach for reaching professional audiences across borders. For professionals keen on continuous development, CPD Hub offers a complimentary resource to track and manage CPD learning points, featuring expert content from notable financial institutions. # Dutch Intermediaries Prefer Local Managers [cite](https://fundamentalgroup.com/insights/research-insights/dutch-intermediaries-prefer-local-managers) ## Fundamental Insights: Local Managers Lead in Brand Recall Among Dutch Intermediaries Research by Fundamental Media highlights the prominence of regional asset managers in the Dutch financial market's brand recall rankings. The Netherlands Global Brand Survey 2024, involving 54 local financial intermediaries, revealed a strong preference for local asset management firms. Six out of the top ten companies in the Netherlands Brand Equity Index are regional managers, demonstrating a notable inclination towards them in the asset management sector. ### Key Findings: - **Brand Equity Index**: Developed to assess brand perceptions, it includes four pillars: recall, familiarity, propensity to buy, and distinctiveness. - **Top Ranked**: Local managers consistently rank within the top three for recalled companies across various asset classes and management styles, excluding specific niches like global equities and emerging market equities. - **Brand Recall vs. Familiarity**: Unprompted brand recall significantly influences purchase decisions. Although half of the respondents are familiar with 30% of the mentioned asset managers, recall plays a more pivotal role in purchasing intentions. - **Familiar Brands**: About 60% of respondents are highly familiar with the six most recognized brands. - **Propensity to Buy**: This metric was derived by asking intermediaries about asset managers they intend to increase usage of over the next year. Top brands excelled in areas of 'product/know-how' (62%) and 'brand' (27%). The findings underscore the importance of brand recall and the localized preference of Dutch financial intermediaries for regional asset managers. For an in-depth exploration, the full report is available on Fundamental Media's Global Brand Survey page. # Etfs And Swiss Equities The Least Competitive Asset Classes In Switzerland [cite](https://fundamentalgroup.com/insights/research-insights/etfs-and-swiss-equities-the-least-competitive-asset-classes-in-switzerland) ## Key Findings - **Competitive Asset Classes**: Alternatives and emerging market equities are identified as the most competitive asset classes in Switzerland. This is determined by a low standard deviation in brand recall, indicating a more equal distribution of brand mentions without any dominant player. - **Least Competitive Asset Classes**: ETFs and Swiss equities are highlighted as the least competitive asset classes. A high standard deviation in brand recall suggests these markets are dominated by a few major brands with fewer competitors. - **Survey Methodology**: Fundamental Media's Global Brand Survey 2024 encompassed responses from 56 financial intermediaries in Switzerland, collecting data from June to September 2023. A total of 192 unique brands were mentioned across 15 asset classes and management styles. ### Market Insights - **Swiss Equities**: Despite being the least competitive, Swiss equities are expected to experience significant inflows, with 62% of intermediaries planning to increase their clients’ exposure. - **Emerging Markets**: Interest in emerging market equities is also increasing, with 40% of participants anticipating a client exposure rise. - **Management Styles**: Active management had the highest brand diversity, while ETFs, with the least number of mentions, are poised for growth, with 48% of intermediaries planning increased exposure. - **Smart Beta and Absolute Return**: These styles are the most competitive in terms of brand mentions but are expected to see net outflows, with more intermediaries planning reductions in exposure compared to those planning increases. ### Future Trends ETFs and Swiss equities, although less competitive, are projected to witness substantial growth in investor interest. Conversely, market managers involved in more competitive areas like emerging markets have better opportunities for advancing market position amidst keen competition. For comprehensive insights, readers are encouraged to access Fundamental Media's full Global Brand Survey on their dedicated webpage. # European End Investors Less Confident About Future Retirement Income [cite](https://fundamentalgroup.com/insights/research-insights/european-end-investors-less-confident-about-future-retirement-income) ## European End Investors’ Confidence in Retirement Income In a recent study by Fundamental Media, European end investors express diminished confidence regarding their future retirement income as compared to previous years. Key highlights from the 2022 research reveal critical insights into the retirement planning mindset among 4,390 participants from Germany, the UK, Italy, and France. ### Key Findings - **Reduced Confidence**: Only 49% of surveyed end investors are optimistic about having sufficient retirement income, a decline from 63% in 2018. - **Primary Investment Motivators**: - Saving for unplanned expenses (74%) - Preparing for retirement (73%) - Achieving higher returns than from cash savings (71%) - **Country-specific Insights**: - **Germany**: Highest emphasis on saving for retirement (88%) and unplanned expenses (79%). - **UK**: The key motivation is to secure higher returns than cash savings. - **Barriers to Saving More**: - Low income (36%) - Family obligations (25%) - Reluctance to cut current spending (24%) ### Lack of Financial Education A significant portion of respondents highlights educational gaps as a barrier: - 16% cite insufficient financial education - 15% are unaware of saving opportunities for retirement ### Geographical and Sociodemographic Insights - The impact of the economic climate is notably felt in the UK and Germany, where priorities have shifted from preserving current spending to coping with insufficient income. - Italian investors are majorly hindered by familial commitments and maintaining existing spending. ### Conclusion The data underscores the necessity for improved financial education and more strategic engagement by asset managers. The pressing demand for informational resources suggests an opportunity for the financial sector to aid investors in bolstering their retirement readiness. # Financial Advisers Across Europe Need To Work On Improving Their Reputation [cite](https://fundamentalgroup.com/insights/research-insights/financial-advisers-across-europe-need-to-work-on-improving-their-reputation) ## Fundamental Insights on European Financial Advisers Research conducted by Fundamental Media reveals that financial advisers across Europe are facing challenges in maintaining their reputations, particularly among younger investors. The study surveyed 4,390 end investors in Germany, the UK, Italy, and France to understand their investment behaviors and preferences. ### Key Findings - **Investment Choices**: - 35% of participants choose investments through banks or financial institutions, while 32% rely on professional advisers. - Channel preferences vary across countries, with Italians showing a higher tendency to use professional advisers. - Advice from friends and family, financial media, and financial websites are significant decision-making influences. - **Trust and Cost Concerns**: - Trust issues and costs are primary barriers to using financial advisers. - The high cost of advisers is a predominant concern in the UK, France, and Germany, whereas Italian investors feel equipped to manage investments independently. - **Involvement in Decisions**: - A significant 53% of investors participate actively by reviewing investment propositions and making final decisions. - Only 7% delegate most decisions to their advisers. - **Investment Criteria and Mutual Funds**: - Security (51%) and steady returns (46%) are top priorities for investors. - 57% avoid mutual funds, with 24% preferring direct stock selection, especially in Germany and France. - Fee concerns and complex structures are major deterrents against mutual fund investments. ### Regional Differences and Challenges The study highlights distinct regional differences in investment approaches, which asset managers need to consider. Italian investors express concerns about low returns, while Germans focus on high fees. UK investors cite complexity as a barrier, and French investors are wary of regulatory challenges. Overall, building trust and addressing cost perceptions are critical for financial advisers aiming to enhance their reputation and appeal to European investors, particularly younger demographics. # Fixed Income Is The Most Popular But Least Competitive Asset Class In Italy [cite](https://fundamentalgroup.com/insights/research-insights/fixed-income-is-the-most-popular-but-least-competitive-asset-class-in-italy) ## Key Findings on Asset Classes and Management Styles in Italy - **Survey Overview**: Fundamental Media's 2024 Global Brand Survey involved 170 financial intermediaries in Italy, spanning June to September 2023. This research aimed to assess asset management brands' strengths and weaknesses across 15 asset classes and management styles. - **Competitiveness of Asset Classes**: - Fixed income emerged as the least competitive asset class, with one dominant brand despite being slated for increased exposure by 64% of respondents. - Real estate, though the most competitive asset class due to evenly distributed brand mentions, is projected to see a decrease, with 59% planning to reduce exposure. - High standard deviation indicates less competition, seen in global equities and North American equities, while low standard deviation in real estate and multi-asset signifies competitive environments. - **Brand Recall and Distribution**: - Italian intermediaries recognized 129 unique asset management brands, with significant mentions in fixed income, multi-asset, and European equities. - Unique brand mentions were sparse in Italian equities and real estate. - **Management Styles**: - Absolute return and smart beta are deemed the most competitive, whereas ETFs and active management lag in competitiveness. - Despite being less competitive, active management plans to expand, with 55% of respondents increasing exposure. Meanwhile, ETFs sees a moderate planned increase of 37%. ### FAQs **Q:** What makes an asset class competitive? **A:** A low standard deviation in brand mentions suggests a competitive asset class as attention is evenly spread among brands, indicating no single winner dominates the market. **Q:** Why is fixed income less competitive but still popular? **A:** Although fixed income is the least competitive with a dominant player, it's set for increased adoption due to 64% of intermediaries planning higher exposure over the next year. # Four Local Managers In Switzerlands Top Ten Asset Management Brands [cite](https://fundamentalgroup.com/insights/research-insights/four-local-managers-in-switzerlands-top-ten-asset-management-brands) ## Key Findings from the Switzerland Global Brand Survey 2024 The Switzerland Global Brand Survey 2024, conducted by Fundamental Media, surveyed 56 financial intermediaries to identify the strongest asset management brands in Switzerland. Key findings revealed the significant role of brand recall in shaping purchase intentions among Swiss intermediaries. ### Insights on Asset Management Brands - **Local Leaders:** Four Swiss managers rank in the top ten among asset management brands. These brands benefit from strong recall, indicating that recognition influences purchasing decisions significantly more than familiarity. - **Brand Equity Index:** This index evaluates brands based on four pillars—recall, familiarity, propensity to buy, and distinctiveness—using a mix of quantitative and qualitative methods. - **Manager Association:** Respondents linked managers with various asset classes and management styles. Local firms consistently ranked in the top three for most classes, except North American equities and ESG. ### Brand Familiarity and Purchase Propensity - **Familiarity:** Approximately 50% of respondents reported being very or somewhat familiar with most asset management brands. The five most familiar brands are recognized by at least 70% of intermediaries. - **Propensity to Buy:** Intermediaries indicated which asset managers' funds they intended to increase usage of over the next year. These preferences helped calculate each manager's propensity to buy score. - **Values and Purchase Drivers:** Comments frequently cited 'product/know-how' (45%) and 'brand' (43%) as the major purchase motivators for high-scoring brands. For further insights, the full report is available on the dedicated Global Brand Survey page. # French Intermediaries Can More Easily Recall Local Managers For Most Asset Classes [cite](https://fundamentalgroup.com/insights/research-insights/french-intermediaries-can-more-easily-recall-local-managers-for-most-asset-classes) ## Key Findings: - A study by Fundamental Media, involving 135 financial intermediaries in France, reveals that local asset managers are easily recalled for most asset classes and management styles. This positions them slightly ahead in brand recognition compared to global competitors. - Based on the France Global Brand Survey 2024, a Brand Equity Index was developed, encompassing five pillars: recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - Perceived quality remains the primary driver for French intermediaries when selecting funds, maintaining a strong correlation with the propensity to buy since 2017. This is followed by brand recall. - While familiarity generally correlates with brand distinctiveness, its impact on propensity to buy varies, as distinctiveness can include both positive and negative brand perceptions. ### Brand Perception and Preferences: - French intermediaries prefer asset managers that are perceived as partners and demonstrate qualitative and careful thinking. These attributes are linked both to brand values and propensity to buy. - Positive sentiment is notably higher for asset managers tagged as ‘targeted,’ ‘qualitative,’ ‘intuitive,’ and ‘partner.’ Conversely, those seen as ‘broad,’ ‘quantitative,’ ‘analytical,’ and ‘supplier’ receive a mix of positive and negative feedback. - While local brands are predominant, seven global brands still hold positions within the top 20 of the Brand Equity Index. Previously, preference skewed towards boutique managers, but larger French and international managers are gaining propensity to buy. ### Market Trends: - The trend in France reflects a shift towards both local and larger global asset managers gaining traction. The preference for local managers involves familiarity and perceived quality, while some global brands maintain solid reputations within the market. # Fund Distribution In Europe Is Still A Very Local Matter [cite](https://fundamentalgroup.com/insights/research-insights/fund-distribution-in-europe-is-still-a-very-local-matter) ## Key Findings on Fund Distribution in Europe Research by Fundamental Media reveals that European end investors predominantly utilize banks and financial advisers for their investment needs, although the preferred method varies notably across different segments and countries. ### Investment Channel Preferences: - **Banks**: The primary investment channel for 47% of European end investors. It is particularly prevalent in France (56%) but less so in the UK (39%). - **Financial Advisers**: Preferred by 24% of European end investors. - **Online Fund Platforms**: Utilized by 82% of investors overall, with significant country-specific popularity: - **France**: Boursorama (40%) - **Germany**: ING - **UK**: Hargreaves Lansdown - **Italy**: Fineco (only 5% use online platforms) ### Factors Influencing Online Investment Choices: - **Low Cost**: A top priority for 73% of German and 64% of French investors. - **Ease of Use**: Most crucial for UK investors (65%). - **Transparency**: The main concern for 63% of Italian investors. ### Demographics: The data was gathered from 4,390 end investors located in Germany, the UK, Italy, and France, assessing their preferences in investment products, saving for retirement, ESG considerations, investment behavior, selection criteria, and media usage. **Conclusion**: The study underscores the localized preferences in investment channel use and highlights the differing priorities based on cost, usability, and transparency across European market segments. ### FAQ **Q: What is the most popular investment channel in France?** **A**: Banks are the most popular investment channel in France with 56% preference. **Q: Which online platform is most used in the UK?** **A**: Hargreaves Lansdown is the most used online investment platform in the UK. **Q: What is the primary concern for Italian investors when investing online?** **A**: Transparency is the foremost concern for 63% of Italian investors. # German End Investors More Cautious Than Investors In Other European Markets [cite](https://fundamentalgroup.com/insights/research-insights/german-end-investors-more-cautious-than-investors-in-other-european-markets) ## Research Insights: German End Investors' Cautious Nature **Key Findings:** - German investors display more caution compared to their European counterparts, perceiving most investment products as riskier rather than profitable. - In contrast, investors in Italy, France, and the UK view most products as more profitable than risky. - German end investors regard ETFs, life insurance, and to a lesser extent, funds and bonds as more profitable than risky. ### Demographics and Objectives - The study surveyed 1,163 German end investors, alongside 1,070 in the UK, 1,089 in Italy, and 1,068 in France. - The primary investment objective for all age and wealth groups is long-term capital growth. - Younger and less wealthy investors often also pursue additional income. ### Investment Review and Economic Concerns - A significant 74% of German investors review their portfolios at least quarterly. - Similar to UK investors, Germans express concern over future retirement savings and the cost-of-living crisis, surpassing the concerns of Italian and French investors. - Current economic challenges have led nearly 30% of German investors to reconsider their investment product choices. Older investors are less likely to modify their portfolios in response to market changes. ### Savings and Financial Confidence - Three in ten German investors currently save less than they did 12 months prior. - Confidence in retirement savings has decreased since 2018, with slightly over half of respondents expressing confidence in having sufficient retirement income. - Low income is cited as the current primary obstacle to saving, a shift from the previous main reason of not wanting to compromise current expenditure. For comprehensive details, access the full report through the provided contact options. # German Equities Least Competitive Asset Class In Germany [cite](https://fundamentalgroup.com/insights/research-insights/german-equities-least-competitive-asset-class-in-germany) ## Research Insights on German Equities The Fundamental Media research on the competitiveness of various asset classes in Germany revealed that German equities are the least competitive. The study, conducted for the 2024 Global Brand Survey, involved 175 financial intermediaries in Germany, interviewed between June and September 2023. ### Key Findings: - **German Equities**: Dominated by a single asset manager, recalled by over 75% of respondents. Other brands fell below 15% recall, marking this asset class as the least competitive. - **Market Trends**: 51% of intermediaries plan to reduce exposure to German equities, while only 8% foresee an increase. ### Competitiveness Analysis: 1. **Highly Competitive Asset Classes**: Alternatives, fixed income, and emerging market equities show higher brand recall diversity and competitiveness. Fixed income and emerging market equities, in particular, are attractive to intermediaries, with plans to increase exposure at 43% and 39% respectively. 2. **Multi-Asset**: Ranked as the second least competitive asset class. 3. **Management Styles**: - **Most Competitive**: Smart beta and absolute return. - **Least Competitive**: ETFs, with only 22 unique brands recalled. - **Active Management**: Despite being less competitive, it's on an upswing with 45% of intermediaries intending to boost exposure. ### Strategic Opportunities: - Asset managers within competitive classes like fixed income and emerging market equities can leverage increased market interest for better brand positioning. - In less competitive classes, significant effort is required to match the visibility of established market leaders. ### FAQ **Q:** Which asset class is the least competitive in Germany? **A:** German equities are the least competitive, largely dominated by one brand. **Q:** What is the current trend for exposure to German equities among intermediaries? **A:** 51% plan to decrease their clients' exposure to German equities, while only 8% plan an increase. **Q:** Which management styles are most competitive? **A:** Smart beta and absolute return are the most competitive, whereas ETFs show low competitiveness. # German Institutional Investors Not Very Familiar With Most Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/german-institutional-investors-not-very-familiar-with-most-asset-managers) ## Summary of Findings Research conducted by Fundamental Media reveals that German institutional investors have limited familiarity with most asset managers. Only the top five brands are well-recognized, with 60% of respondents indicating they are very or quite familiar with the two leading brands. This insight is part of the Germany Institutional Global Brand Survey 2024, which surveyed 46 German institutional investors. ### Brand Equity Index The study developed a Brand Equity Index using both quantitative and qualitative methods. It assesses asset managers on four dimensions: recall, familiarity, propensity to buy, and distinctiveness. - Top 10 brands include three local and seven international managers. - Brand recall is strongly linked to the propensity to buy; 90% of brands mentioned for buying propensity are also recalled for specific asset classes and management styles. - Only 15% of the 120 recalled brands were mentioned in buying propensity, indicating a selective approach in RFPs. ### Institutional Investors' Preferences Respondents were asked to cite up to three asset managers they are likely to consider for RFPs in the next year. Two key factors emerged influencing their preferences: - **Product/Know-how**: Encompasses 53% of the preferences, emphasizing the investment team's quality, expertise in specific asset classes, and cost efficiency. - **Brand Attributes**: Comprising 30%, focusing on values like transparency, integrity, appearance, and reliability. ### Additional Insights - Local asset managers featured in the top three companies recalled for most asset classes, except North American equities, global equities, emerging markets, alternatives, and smart beta. This report underscores the challenges asset managers face in improving brand familiarity among German institutional investors and highlights the importance of key factors influencing purchasing decisions. # German Intermediaries Prefer Qualitative Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/german-intermediaries-prefer-qualitative-asset-managers) ## German Intermediaries Prefer Qualitative Asset Managers **Research Overview:** Fundamental Media conducted the Germany Global Brand Survey 2024, analyzing the preferences of 175 German financial intermediaries regarding asset managers. The research focuses on the Brand Equity Index, comprising five pillars: recall, familiarity, perceived quality, propensity to buy, and distinctiveness. **Key Findings:** - **Qualitative Preference:** German intermediaries favor 'qualitative' asset managers over 'quantitative' ones, emphasizing the importance of perceived quality in their decision-making process. This preference has been consistent since 2017. - **Brand Equity Index Components:** - *Perceived Quality:* Most influential factor for propensity to buy, indicating the belief that qualitative managers are better at generating returns. - *Brand Recall:* Second most important, though significantly less correlated with buy propensity. - *Distinctiveness:* Shows weak correlation with buying decisions. Includes scores for 14 brand values with correlations between 0.2 and 0.4, highlighting mixed positive and negative brand associations. - **Qualitative Feedback:** Comments from intermediaries indicate a strong positive perception of asset managers described with terms like 'careful thinking', 'qualitative', and 'intuitive'. Conversely, descriptors like 'energetic', 'quantitative', and 'analytical' received a balanced mix of positive and negative feedback. - **Market Insights:** Local German brands maintain a strong presence, especially in sectors such as German equities, multi-asset, real estate, alternatives, active management, absolute return, and ESG. However, the majority of top brands remain global asset managers. For further insights, the full report is available on the Global Brand Survey page. # German Investment Professionals Show Preference For Analytical Fund Managers [cite](https://fundamentalgroup.com/insights/research-insights/german-investment-professionals-show-preference-for-analytical-fund-managers) ## Key Insights on German Investment Professionals' Preferences - **Analytical Preference**: German financial intermediaries have a strong preference for fund managers perceived as analytical and those who demonstrate a partnership approach rather than viewing them merely as suppliers. This insight is based on research conducted by Fundamental IQ, which involved 768 financial intermediaries in Europe. - **Brand Equity Index**: Fundamental Media employed a brand equity index consisting of five pillars: brand recall, familiarity, perceived quality, propensity to buy, and distinctiveness. The index is used to evaluate asset managers' brand perceptions and their effect on purchasing decisions. - **Perceived Quality**: This is a crucial factor influencing German professionals' propensity to buy. It reflects their belief in an asset manager's capability to generate above-average returns, often influenced by strategic marketing and branding efforts. In Germany, perceived quality shows a strong correlation with the propensity to buy. - **Brand Recall and Specific Associations**: Brand recall, although secondary to perceived quality, is also vital. In Germany, local players generally dominate brand recall, while international firms are associated with asset classes like emerging markets and European equities. Specialized management styles such as passive, smart beta, and ESG often feature distinct international and local brands. - **Value Preferences**: German intermediaries lean towards companies that are analytical and qualitative, preferring those that feel more like a partner. This preference is highlighted by a significant positive correlation between analytical qualities and the propensity to buy, unique compared to other surveyed markets. - **Market Comparisons**: German professionals' preference for analytical assets managers differs markedly from other markets, where results varied from no correlation to a slight preference for intuitive companies, especially in the UK and France. Understanding these insights helps discern the evolving landscape of investment management preferences in Germany, emphasizing the value of analytical and partnering asset management approaches. # Higher Engagement For Asset Managers Social Media Posts [cite](https://fundamentalgroup.com/insights/research-insights/higher-engagement-for-asset-managers-social-media-posts) ## Overview of Social Media Engagement for Asset Managers In Q3 2023, asset management companies experienced a notable increase in social media post engagement despite a reduction in activity. Fundamental Media carried out a study involving 3,979 social media posts from 44 prominent asset managers, focusing primarily on LinkedIn, Facebook, and YouTube, with comparative data from Q2 2023. ### Key Findings - **Social Media Activity**: There was a decrease in overall social media posting from Q2 to Q3 2023, with 4,425 posts in Q2 decreasing to 3,979 in Q3. LinkedIn posts fell from 3,567 to 3,211 during this period. - **Sentiment and Engagement**: - Q3 posts exhibited an improved average sentiment score of 1.08 compared to 0.91 in Q2. - Engagement also rose, with an average of 64.6 per post in Q3, up from 46.3 in Q2. - LinkedIn saw a significant spike in engagement rates in July, reaching 110.81 per post. Facebook and YouTube engagement also experienced marginal increases. - **Topic Trends on LinkedIn**: - The most discussed topics included expert views, market, and ESG. - Posts about Africa achieved the highest average engagement (101.55), while tax-related posts had the lowest (-49.52). - Notable posts involved high-profile discussions and events, such as PIMCO’s post on a discussion featuring Ben Bernanke and BlackRock’s post on the London Pride event. - **Platform-Specific Observations**: - Asset managers’ activity dropped slightly on Facebook but rose on YouTube from Q2 to Q3. - Changes at X (formerly Twitter) post-Elon Musk takeover have led to a lack of available data for that platform. ### Conclusion Asset managers are leveraging more positive content, resulting in heightened engagement levels on particular platforms like LinkedIn, especially during months with strategic content spikes. There is a clear emphasis on trending topics such as ESG and expert views, driving engagement amongst audiences. # Higher Engagement For Social Media Posts On Asset Allocation And Esg In Q2 [cite](https://fundamentalgroup.com/insights/research-insights/higher-engagement-for-social-media-posts-on-asset-allocation-and-esg-in-q2) ## Engagement Insights on Asset Allocation and ESG Topics Recent research by Fundamental Media reveals a notable increase in engagement for social media posts related to asset allocation and ESG (Environmental, Social, and Governance) topics in the second quarter (Q2) of 2020. This study, analyzing over 5,200 organic posts from ten top asset managers, highlights several shifts in engagement trends and sentiment across social media platforms. ### Key Findings - **Increased Engagement in Q2:** Posts on asset allocation and ESG garnered more attention in Q2 compared to the first quarter (Q1) of 2020. However, posts about Covid-19 saw decreased engagement levels. - **Platform Performance:** Though LinkedIn remained the top platform for engagement in both quarters, engagement decreased by 18% on LinkedIn and Twitter, and 21% on Facebook from Q1 to Q2. - **Sentiment Improvement:** The sentiment of posts—measured by the balance of positive to negative words—improved slightly in Q2. Notably, the sentiment around pandemic-related posts increased by 80%, and ESG-focused posts saw a 108% increase in positivity. - **Topic Shifts:** While posts about the pandemic and fixed income decreased in engagement despite being more frequent in Q2, those focusing on portfolio allocation, risk, and equities saw heightened engagement. - **Social Issues vs. Sustainability:** Within ESG discussions, there was a shift from sustainability topics, like climate and environment, which fell by 40% in engagement, to social issues such as LGBT rights and Black Lives Matter, whose engagement more than doubled. ### Impact and Opportunities These insights indicate a shift in audience interest towards understanding financial implications and strategies amidst market volatility and the pandemic's evolving landscape. While some asset managers have missed opportunities to leverage these themes, the findings underscore the importance of aligning social media content with current audience interests to maintain and boost engagement. # Hong Kong Intermediaries Show Preference For Global Managers [cite](https://fundamentalgroup.com/insights/research-insights/hong-kong-intermediaries-show-preference-for-global-managers) ## Fundamental Insights - Hong Kong Intermediaries' Preference for Global Managers ### Key Findings: - **Brand Equity Index Results:** Research by Fundamental Media concludes that financial intermediaries in Hong Kong show a marked preference for global asset managers. Notably, no regional managers ranked in the top 20 of the Brand Equity Index. - **Asset Class Recall:** Global managers dominate the unprompted brand recall across various asset classes and management styles. Regional managers were mentioned sporadically, appearing only in Japanese equities, real estate, absolute return, and ETFs, with a single regional manager listed in the top five most-recalled managers for these categories. - **Survey and Familiarity:** Conducted from October 2022 to March 2023, the survey involved 31 financial investment professionals in Hong Kong. Findings highlight that brand recall is the strongest predictor of a propensity to purchase fund products, followed closely by familiarity with the brand. Among the 38 prompted brands, 86% of intermediaries recognized at least 30, and 33% were aware of all. - **Propensity to Buy:** Intermediaries were asked to nominate up to three asset managers whose funds they plan to increase usage of over the next year. Scores for propensity to buy strongly correlated with positive perceptions of 'product/know-how' and 'brand.' While comments on ‘performance’ and ‘communication’ also influenced this propensity, these correlations were relatively weak. ### Conclusion: In summary, the data suggests that Hong Kong's financial intermediaries favor globally recognized asset managers, largely due to their dominance in brand recall and familiarity across various asset classes. This pattern indicates that global managers are perceived as having superior product knowledge and brand strength, factors that significantly contribute to an intermediary's purchase inclination. # How Best To Communicate To Dutch Institutional Investors [cite](https://fundamentalgroup.com/insights/research-insights/how-best-to-communicate-to-dutch-institutional-investors) ## Fundamental Insights: Communicating with Dutch Institutional Investors Research conducted between September 2019 and March 2020 on institutional investors in the Netherlands highlights several communication preferences and trends. #### Key Communication Insights: - **Preferred Channels**: A significant portion of Dutch institutional investors, roughly one-third, still favor print media despite the growing significance of online channels. This preference for print is more pronounced than in other surveyed markets. - **Content Focus**: Key areas of interest for these investors include various asset classes, particularly alternatives, infrastructure, and private equity. Managers should present information that is transparent, targeted, relevant, and concise. - **Trusted Sources**: Asset managers rank as the most dependable information source, followed by consultants. More than half of the investors also value insights from colleagues and data providers. - **Client Services**: Dutch institutional investors emphasize the importance of prompt responses to queries and a broad account management team, setting them apart from their international counterparts. #### Investment Trends: - **Responsible Investing**: The Netherlands is leading in sustainable investing practices. All respondents plan to enhance ESG investments in the coming year, and a manager's ESG approach significantly influences the manager selection process. - **Long-term Concerns**: Climate change is identified as the most impactful trend on investment strategies, with longevity and low-interest rates also noted as significant concerns. The low rates present challenges in achieving expected returns and managing future liabilities, particularly for pension funds under strict Dutch regulations. ### FAQ **Q:** What type of media do Dutch institutional investors prefer? **A:** While online media are important, a significant portion, one-third, prefer print media over other formats. **Q:** What are the main content interests of Dutch institutional investors? **A:** They are interested in various asset classes, with a focus on alternatives, infrastructure, private equity, and ESG topics. **Q:** What are the key environmental considerations for these investors? **A:** Climate change and ESG factors are critical, influencing both strategy and manager selection. # How Best To Communicate To Institutional Investors France [cite](https://fundamentalgroup.com/insights/research-insights/how-best-to-communicate-to-institutional-investors-france) ## Key Insights on Communicating with French Institutional Investors **Asset Managers as Reliable Information Sources:** French institutional investors regard asset managers as their most trusted source of information. This trust has grown since 2015, as revealed by a survey from Fundamental Research. **Communication Preferences:** - Investors desire asset managers’ communication to be transparent, honest, timely, clear, and efficient. - French institutional investors are especially vocal about the high-pressure sales tactics, preferring targeted communication tailored to their specific needs. - Over half of French institutional investors attend asset manager events, showing preference for events as communication channels. Blogs and newsletters follow in popularity. **Investment Trends:** - **ESG Investments:** 83% of French respondents plan to increase their investments in ESG within a year, highlighting a significant trend towards sustainable investing. - **Climate Change:** Recognized as the key trend that influences the strategic direction of French institutional investors. ### Asset Manager Selection Criteria - **Top Criteria:** Performance/track record, investment team, and strategy/investment process are prioritized during both the initial and advanced stages of manager selection. - **Initial Stage Consideration:** Size of the company or Assets Under Management (AUM) is pivotal in discarding unsuitable managers, especially since larger AUM is common among French institutions compared to other European counterparts. ### Additional Observations - **Professional Development:** The CPD Hub is available to aid in tracking and reporting the continuing professional development of institutional investors. - **Regional Comparisons:** Similar surveys show differences in preferences and familiarity with asset managers across regions, such as the US, UK, Germany, and others. Understanding these nuances can enhance the effectiveness of communication strategies with French institutional investors, emphasizing clarity, relevance, and sustainability-focused dialogues. # How Best To Communicate To Institutional Investors Us [cite](https://fundamentalgroup.com/insights/research-insights/how-best-to-communicate-to-institutional-investors-us) ## Communication Preferences of US Institutional Investors A survey by Fundamental Research highlights preferences and trends in communication strategies among US institutional investors. Key takeaways include: - **Preferred Information Sources**: US institutional investors regard colleagues or peers as the most reliable information source, more so than events, asset managers, or consultants. Only a small proportion, 39%, prefer events for communication. - **Investment Consultant Usage**: A significant majority (67%) of US respondents, particularly from the pensions sector, rely on investment consultants to guide decisions. ### Key Selection Criteria During the asset manager selection process, institutional investors prioritize: - **Stage 1 and 2**: Strategy/investment process, performance/track record, and the investment team. These factors gain importance in the final selection stage, whereas regulatory issues and reputation become less critical. ### Current Trends and Strategies - **Longevity and Investment Strategy**: Longevity is identified as a major trend, influenced by increasing life expectancy and a low-interest-rate environment. To adapt, investors are shifting towards alternative investments and absolute return strategies. - **Communication Focus**: Personalized and targeted communication is preferred, with a monthly frequency being optimal. Content should focus on market trends, asset allocation, and specific sectors like alternatives and emerging markets. ### Additional Insights - US institutional investors are navigating disruptive low-interest environments by exploring alternative investment avenues. - The need for quality over quantity in communication is emphasized, with a strong interest in market and investment strategy insights. ### FAQ **Q:** What is the most reliable source of information for US institutional investors? **A:** Colleagues or peers. **Q:** Which criteria are prioritized in asset manager selection? **A:** Strategy/investment process, performance/track record, and the investment team. **Q:** How do US investors prefer to receive communication? **A:** Through personalized, targeted content with a focus on market trends and strategy, delivered monthly. # How Best To Communicate With Institutional Investors Switzerland [cite](https://fundamentalgroup.com/insights/research-insights/how-best-to-communicate-with-institutional-investors-switzerland) ## Key Insights on Communication with Swiss Institutional Investors **Important Communication Aspects:** - Swiss institutional investors value honesty and transparency, particularly in asset manager communications. Nearly half of surveyed investors expressed a desire for improved clarity in presenting performance data on factsheets and reports. - Effective communication is not solely about data. Investors are also keen on qualitative attributes such as reputation, relationship building, reliability, and innovation. **Investment Preferences:** - Swiss investors prioritize good performance and competitive fees as key factors when increasing their exposure to asset managers. - Aside from quantitative metrics, Swiss investors appreciate forming reliable partnerships with trusted asset managers. **Longevity as a Primary Trend:** - Longevity is identified as the most significant trend affecting investment strategies in Switzerland, primarily because of the high involvement of respondents working within pension funds. - Challenges such as the low-interest rate environment and consequent lower returns are acknowledged, aligning with views in other European markets. **Strategic Adjustments:** - In response to low-interest rates, Swiss investors are diversifying their portfolios and altering strategic asset allocations. - 22% of Swiss respondents are taking on increased risks to enhance returns, similar to their German counterparts. ### Adjustments in Professional Development - Swiss institutional investors are encouraged to engage in professional development through the CPD Hub, which allows them to track and report their learning activities. This initiative supports continuous learning and staying informed about industry trends and insights. ### FAQ **Q:** What do Swiss institutional investors value most in asset manager communication? **A:** They prioritize honesty and transparency, particularly in the presentation of performance data. **Q:** What is the main trend affecting Swiss investment strategies? **A:** Longevity is the most important trend due to the involvement of pension funds. **Q:** How are Swiss investors adapting to low-interest rates? **A:** By diversifying portfolios, changing asset allocations, and accepting higher risks for better returns. # How Big Is The Impact Of The End Of Cookies On Marketing Attribution [cite](https://fundamentalgroup.com/insights/research-insights/how-big-is-the-impact-of-the-end-of-cookies-on-marketing-attribution) ## The Impact of Cookie Restrictions on Marketing Attribution Research by Alphix Solutions and Fundamental Media has examined the effects of evolving privacy regulations on marketing attribution, especially following the anticipated end of third-party cookies in 2024. Although primarily focused on the asset management sector, these findings are applicable across various industries. ### Key Insights: - **Privacy Regulation Impact**: Enhanced privacy regulations require user consent for cookie deployment. This affects both first-party and third-party cookies, complicating marketing attribution significantly. - **User Consent and CMPs**: The consent management platform (CMP) demands user approval for cookies, without which only essential cookies may be used. A considerable number of users either ignore or block CMPs using ad/script blockers, impacting data collection. - **Ad/Script Blockers**: Approximately 35% of internet users employ ad or script blockers, which prevent CMPs from functioning properly, further hampering the ability to track user data accurately. This can result in website malfunction, affecting the user experience. - **Website Functionality**: Research highlighted that blocking mechanisms caused 16% of asset management sites to experience functional issues, such as load failures or scrolling problems, severely impacting user journeys. ### Consequences for Marketing: - **Attribution Challenges**: Technologies reliant on cookies, such as marketing intelligence platforms and programmatic advertising, face challenges in accurately reporting marketing performance. There's a noticeable discrepancy between reported ad clicks and actual site engagement. - **Discrepancy in Data**: Analysis using Alphix Solutions indicates disparities in site interaction data, showing differences between 35% to 95% from actual figures, leading to poor marketing insights and potential budget misallocation. This research stresses the urgent need for marketers to adapt to these changes, as dependency on traditional cookie-based technologies is becoming more restrictive and less reliable. # How Have Working Habits Changed In The Face Of The Global Pandemic [cite](https://fundamentalgroup.com/insights/research-insights/how-have-working-habits-changed-in-the-face-of-the-global-pandemic) ## Changes in Working Habits During the Pandemic The global pandemic has significantly altered working habits among European financial advisers, as revealed by new research from Fundamental Media. Key distinctions in work environments and the use of commuting time have emerged across different countries. ### Country-Specific Working Dynamics - **UK**: Predominantly remote working, with 72% of financial intermediaries working mainly from home since March 2020. This trend is expected to continue, with 61% planning to work from home in the next 3-6 months. - **Germany**: Only 27% have worked mainly from home, with 39% continuing to work from the office. In the coming months, 41% anticipate mainly working from the office. - **Other European Countries**: Between 38% and 42% of intermediaries in France, Italy, and Spain have worked from home predominantly. Italy expects a mix of home and office work for 53% of intermediaries. These patterns illustrate distinct regional preferences despite widespread lockdowns. ### Utilization of Commuting Time Due to decreased commuting, financial intermediaries have gained extra time, which is utilized in various ways: - **Working Hours**: More than half in all surveyed countries use this extra time for work, with Germany reporting the highest at 66%. - **Leisure and Reading**: Around 25% use the time for leisure, notably in Spain (30%) and the UK (28%). French intermediaries primarily engage in reading industry news (22%). The findings suggest the potential for targeted marketing strategies by asset managers, as different countries exhibit unique behaviors and time usage. A tailored approach is recommended over a uniform strategy for more effective audience engagement. ### FAQ **Q:** How has the pandemic influenced UK financial intermediaries' working conditions? **A:** 72% have been working mainly from home, with this trend expected to persist for the majority. **Q:** What is the primary use of extra time gained from reduced commutes? **A:** Most financial intermediaries utilize the time for additional work hours, particularly in Germany (66%). # Hybrid Events The Best Option For Italian Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/hybrid-events-the-best-option-for-italian-intermediaries) ## Insights on Hybrid Events for Italian Intermediaries Research conducted by Fundamental Media reveals that Italian financial intermediaries exhibit a slight inclination towards in-person events, although the variance is minimal, suggesting a hybrid event approach remains optimal. The study, conducted from June to September 2023, surveyed 170 financial intermediaries, including 121 financial advisers and 49 discretionary portfolio managers or fund selectors. ### Key Findings: - **Preference for Events**: Italian intermediaries express only a minor preference for in-person over online events. - **Benefits of Event Types**: - **Online Events**: Valued for convenience and the ability to save time on travel. - **In-Person Events**: Appreciated for networking opportunities, focus on topics, interaction with managers, and insights gained. - **Proposed Improvements**: Suggestions include more engaging online events with interactive features like Q&A sessions and an increased number of in-person events. ### Satisfaction Levels: - **Overall Satisfaction**: High satisfaction with asset managers, with 80% of intermediaries very or quite satisfied. - **Online Events and Communications**: Highest satisfaction levels observed. - **Areas for Improvement**: Training and thought leadership have lower satisfaction ratings. - **Communication**: Asset managers receive high marks for proactive and timely updates, with positive perceptions of market insights, strategy information, asset allocation, and portfolio positioning. ### Survey Context: - The Italy engagement report is part of a broader European research initiative, encompassing UK, Germany, France, Spain, Switzerland, and the Netherlands. These insights underline the effectiveness of hybrid events in balancing convenience with in-depth engagement for Italian financial intermediaries. # Investment Philosophy And Costs Most Important Fund Selection Factors For German Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/investment-philosophy-and-costs-most-important-fund-selection-factors-for-german-intermediaries) ## Fundamental Insights: Key Findings on Fund Selection for German Intermediaries The research by Fundamental Media highlights significant factors affecting fund selection among financial intermediaries in Germany. Predominantly, investment philosophy and associated costs emerge as primary considerations. ### Key Selection Factors - **Investment Philosophy:** Top priority for intermediaries when selecting funds. - **Costs:** Equally important across both ETFs and other funds. - **Qualitative Ratings:** Important for financial advisers. - **Fund Manager Tenure:** A noteworthy factor for discretionary portfolio managers and fund selectors (DPM-FS). ### Research Dynamics From June to September 2023, 175 financial intermediaries (122 financial advisers and 53 DPM-FS) were surveyed. This research forms part of a broader study on European financial intermediaries, including additional insights from the UK, Italy, France, Spain, Switzerland, and the Netherlands. - **Triggers for Fund Research:** Primarily initiated by industry events, peer recommendations, or editorial content. - **Research Focus:** Intermediaries prioritize understanding fund performance and investment strategy. Financial advisers often review factsheets, while DPM-FS have an eye on fees. ### ETF Selection Factors For ETF selections: - **Cost:** Remains the leading factor for both advisers and DPM-FS. - **Transparency:** Important to advisers. - **Low Tracking Difference:** Critical for DPM-FS. ### Communication and Improvement Areas - **Appreciated Channels:** Webinars, events, and personal presentations are favored formats for communication. - Most valued topics include sales support and research insights. - **Desired Improvements:** Enhanced response times to inquiries and improved direct communication with fund managers to better grasp investment strategies. These findings shed light on the intricacies of fund selection and communication preferences in the German financial market, suggesting avenues for asset managers to improve engagement and support. # Italian End Investors Looking For Security During Current Trying Times [cite](https://fundamentalgroup.com/insights/research-insights/italian-end-investors-looking-for-security-during-current-trying-times) ## Italian End Investors: Investment Behavior and Preferences In response to the current market challenges, Italian end investors are prioritizing security in their portfolios. Research by Fundamental Media reveals that nearly one-third of Italian investors are considering revisiting the types of investment products they possess. The primary drivers of this cautious approach include high inflation and soaring energy prices, which have led to reduced savings for about a third of Italians compared to the previous year. Only 21% of the surveyed population reported an increase in savings. ### Portfolio Review and Adviser Engagement Italian investors are actively engaged in managing their portfolios and frequently consult their financial advisers more than their counterparts in other European markets. A significant proportion, about 45%, proactively reach out to advisers upon learning of new investment opportunities—highlighting the strong adviser-client relationship prevalent in Italy. Despite this engagement, Italian investors are least likely to delegate full control to their advisers and remain highly involved in decision-making processes. ### Investor Confidence and Financial Planning Confidence in achieving sufficient retirement savings has been on the decline since 2018, primarily because Italian investors prioritize family responsibilities over savings. This financial strain is further reflected in the lesser tendency of older investors to adapt their investment strategies for better protection. ### Adviser Utilization The utilization of financial advisers stands at 32% in Italy, which is the highest across the surveyed European countries, indicating a reliance on professional advice. Financial advisers play an instrumental role, being the main source for investment information after banks and representing the second most popular investment channel. ### FAQ **Q: Are Italian investors using financial advisers more than other European investors?** **A:** Yes, 32% of Italian investors use financial advisers, the highest rate compared to other European markets studied. **Q: How does current economic conditions affect Italian investors' savings behavior?** **A:** Due to high inflation and energy prices, one-third of Italians are saving less than the previous year. # Italian Intermediaries Have A Strong Preference For Global Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/italian-intermediaries-have-a-strong-preference-for-global-asset-managers) ## Key Insights - Italian financial intermediaries display a strong preference for well-established, global asset managers over local or niche ones. - According to the Italy Global Brand Survey 2024 by Fundamental Media, which involved 170 financial intermediary participants, there is a marked preference for asset managers perceived as "tried and tested" rather than innovative or imaginative. ### Brand Equity Index - Fundamental Media's analysis utilizes a Brand Equity Index derived from five pillars: recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - **Perceived Quality**: This is heavily correlated with the propensity to buy, indicating that Italian intermediaries prioritize return-generating capabilities. This trend has been consistent since 2017. - **Brand Distinctiveness**: While distinctiveness correlates with familiarity, it does not strongly influence buying propensity. The influence of distinctiveness is more nuanced, with values like being tried and tested, qualitative, analytical, and broad having a positive impact. ### Preferences and Trends - Italian intermediaries favor asset management firms scoring high on "qualitative" brand values, indicating a preference for detailed analytical firms over purely quantitative ones. - Global brands dominate the landscape with no local companies appearing in the top 20 of the Brand Equity Index. However, local managers occasionally feature prominently in specific asset classes, such as Italian equities. ### FAQ **Q:** What is the main factor Italian intermediaries consider when choosing asset managers? **A:** They prioritize the perceived ability of asset managers to generate returns, as indicated by perceived quality scores. **Q:** How do brand distinctiveness and familiarity impact purchase decisions? **A:** While distinctiveness is linked to familiarity, its impact on buying decisions is limited unless paired with other valued attributes like being tried and tested. **Q:** Are local asset managers favored in any area? **A:** Local managers may be recalled within the top three brands for specific asset classes like Italian equities, but their representation is minimal in the broader brand equity rankings. # Italy Sees Strongest Interest In Esg Among Financial Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/italy-sees-strongest-interest-in-esg-among-financial-intermediaries) ## Key Insights on ESG Interest in Italy - Italy leads in ESG interest among financial intermediaries across Europe according to a Fundamental Media survey, with the highest percentage of intermediaries applying ESG (Environmental, Social, and Governance) criteria. - Italian financial intermediaries anticipate increasing ESG exposure, aligning with their clients' strong interest and asset managers' delivery on ESG. - Italian intermediaries also plan to increase investments in emerging market and global equities but foresee a decrease in real estate and fixed income exposure over the next 12 months. ### Pandemic Response and Working Habits - During the COVID-19 pandemic, Italian intermediaries adapted to hybrid work models, unlike UK counterparts who predominantly worked from home. - Around 70% of Italian advisers continued commuting, substituting travel time with additional work hours. - Client and asset manager communications have become more frequent and virtual, with Italian intermediaries expressing significant satisfaction with these interactions. ### Event Participation and Media Usage - The pandemic catalyzed a shift to online events, with mixed reactions: - Nearly half of advisers viewed online events positively for saving commuting time. - Despite this, a third of Italian advisers and DPM-FS found online events hindering due to reduced networking opportunities. - Media consumption saw an uptick in desktop and mobile usage, with a decline in print media, especially notable among DPM-FS who prefer digital and radio formats. - Italian advisers notably continue to purchase print publications, often for commuting reads. ### FAQ **Q:** How has the pandemic affected Italian intermediaries' work environment? **A:** Most transitioned to hybrid working, maintaining a commute and increasing work hours. **Q:** What impact has the pandemic had on Italian intermediaries' media habits? **A:** There's been increased use of desktop and mobile media, with a decline in print reliance. **Q:** How do Italian intermediaries feel about online events? **A:** Reactions are mixed; while some appreciate the convenience, a significant portion feels disadvantaged by the lack of in-person networking. # Linkedin More Popular Among Asset Managers In Q4 Facebook In Decline [cite](https://fundamentalgroup.com/insights/research-insights/linkedin-more-popular-among-asset-managers-in-q4-facebook-in-decline) ## Key Insights During the fourth quarter of 2021, research by Fundamental Media identified LinkedIn's growing popularity among asset managers. Their analysis of 2,649 social media posts from the top ten global asset managers showed that LinkedIn posts increased to 957, with heightened engagement levels. In contrast, activity and engagement on Facebook declined. Overall engagement on YouTube and LinkedIn rose, impacting their sentiments positively, whereas engagement on Twitter and Facebook lessened. ### Social Media Activity - **LinkedIn**: - Asset managers posted more frequently, notably on topics such as ESG, expert views, retirement, and Europe. - Posts related to retirement showed the highest engagement, despite a decrease in posting frequency. - Topics like politics and America remained highly engaging due to early 2021 events. - The average sentiment of LinkedIn posts improved, becoming more positive compared to Q3. - **YouTube**: - Steady new subscriber numbers but increased views contributed to higher engagement. - Reactions and video views doubled compared to Q3. - After November 2021, YouTube stopped displaying dislike counts publicly. - **Facebook and Twitter**: - Asset manager presence and engagement levels decreased, continuing a decline from earlier quarters. ### Trending Topics - **Top Engagements Q4**: - **Retirement**: Focused on pension plans and market insights. - **ESG & Europe**: ESG topics like climate action and the COP26 conference were widely discussed. - **Emerging Markets & Risk**: Notable increase in activity and engagement. ### Current Themes Despite variations in user engagement with different themes over the year, asset managers' post topics like ESG, financial institutions, and retirements remained consistent. While the frequency and sentiment of topical postings varied, LinkedIn was a favored platform for asset managers in Q4, reflecting a strategic shift from platforms like Facebook and Twitter. # Linkedin Sees Highest Number Of Posts By Asset Managers Since Q1 2022 [cite](https://fundamentalgroup.com/insights/research-insights/linkedin-sees-highest-number-of-posts-by-asset-managers-since-q1-2022-) ## LinkedIn Activity by Asset Managers in Q1 2023 In March 2023, asset managers set a record since the start of 2022 by posting 1,459 times on LinkedIn, according to Fundamental Media data. This reflects a significant increase in LinkedIn activity during Q1 2023, wherein 3,459 LinkedIn posts were analyzed out of a total of 5,416 social media posts by 44 leading asset managers. This surge in LinkedIn content coincided with a slight decline in Facebook and Twitter sentiment, while LinkedIn's sentiment improved over the quarter. ### Engagement and Sentiment Analysis - **LinkedIn Engagement**: Posts had an average engagement of 42.1 per post in Q1, slightly lower than Q4's 43.6. - **Sentiment**: Average sentiment was 0.59 in Q1 versus 0.63 in Q4. - **Comparison of Platforms**: - LinkedIn posts continued to show higher engagement than Facebook and Twitter. - YouTube engagement was erratic, peaking in January 2023 with an average of 80.37 before dropping sharply by March. ### Popular Topics on LinkedIn During Q1 2023, asset managers frequently posted about: - **Expert Views**: Regained the top position from ESG topics. - **Market Updates** - **Environmental, Social, Governance (ESG)**: Posts about ESG increased to 394 in March from 192 in January. - **High Engagement Topics**: - Middle East topics received the highest engagement (93.08 average), despite only two posts. - Other topics included Africa, alternatives, ETFs, and cryptocurrencies. ### Insights on Specific Posts Significant engagement was seen on posts such as Fidelity's recognition by Glassdoor as one of the Best Places to Work in 2023, and posts honoring International Women’s Day. Market updates discussing future financial trends, and analyses post-SVB and Signature Bank collapse also garnered attention. ### Summary Q1 2023 showed a notable increase in LinkedIn activity by asset managers, particularly focusing on expert insights and market trends, while ESG continued to be a key area of interest albeit with varying popularity. Overall engagement patterns highlight LinkedIn's dominance in the asset management sector's social media strategy. # Local Language Publications Most Popular Among Dutch Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/local-language-publications-most-popular-among-dutch-intermediaries) ## Key Findings from the Netherlands Engagement Survey - **Preferred Publications**: Dutch financial intermediaries predominantly consume media in their local language. Although there is a notable decline in print readership, with 43% indicating they do not engage with printed media, there has been a compensatory increase in digital readership through desktops and phones. - **Media Consumption**: The survey conducted between June and September 2023, inclusive of 54 financial intermediaries, highlights LinkedIn as the leading social media platform for business, closely followed by WhatsApp. The primary activities on these platforms include accessing industry news, engaging in networking, and consuming content from asset managers. - **Podcast Engagement**: While podcasts are popular among intermediaries, less than half listen weekly. Asset managers’ podcasts along with those produced by independent experts are the most favored. ### Investment Behavior - **Fund Selection Criteria**: - *Top Factors*: Cost, transparency, and investment philosophy remain paramount in fund selection. - *Emerging Importance*: Since 2019, the tenure and service of fund managers have gained importance, although the fundamental criteria remain unchanged. - **ESG Considerations**: Environmental, Social, and Governance (ESG) factors are particularly significant compared to other surveyed markets. - **Research Triggers**: The need for new fund research is chiefly prompted by client requests, peer recommendations, and asset managers’ websites, with the latter two growing in importance over time. ### Media Trends - **Shift in Media Consumption**: There has been a discernible shift from print to digital platforms, as intermediaries adapt to new consumption habits. For a comprehensive understanding of these insights and trends in other European countries, full reports on similar research are available upon request. # Local Players Top The Asset Management Brand Ranking For Uk Institutional Investors [cite](https://fundamentalgroup.com/insights/research-insights/local-players-top-the-asset-management-brand-ranking-for-uk-institutional-investors) ## Local Players Leading in Asset Management for UK Institutional Investors A recent survey by Fundamental Media highlights the strong performance of local asset management brands among UK institutional investors. This analysis is part of the UK Institutional Global Brand Survey 2024, which evaluates the brand perceptions among 86 institutional investors using the Brand Equity Index. This index considers recall, familiarity, propensity to buy, and distinctiveness. ### Key Findings - **Preference for Local Brands**: Seven local managers are among the top ten asset management brands preferred by UK institutional investors. - **Brand Recall vs. Propensity to Buy**: A significant 82% of brands that investors express a propensity to buy are also recalled in specific asset classes and management styles. Interestingly, only 27% of the 136 recalled brands were consistently mentioned in consideration for buying, indicating that other factors influence purchasing decisions. - **Familiarity Levels**: Respondents expressed familiarity with about one-third of the prompted asset managers, with the top three brands recognized by more than 70% of those surveyed. - **Attributes Influencing Consideration**: Brands with the highest propensity to buy scores were frequently cited for their 'product/know-how' capabilities (61%). ### Insights on Asset Classes and Management Styles - **Local Dominance**: Local managers are repeatedly recalled across various asset classes except North American equities, emerging market equities, passive management, and smart beta, where international players also show strong positioning. - **Market Influence**: Despite strong brand recall, the market for Requests for Proposals (RFPs) is selective, implying competitive factors beyond just awareness. ### Conclusion The survey underscores a robust preference for local asset management brands by UK institutional players, although strategic considerations extend beyond familiarity, with product capabilities playing a critical role in RFP considerations. The study suggests while awareness is crucial, decision-making in asset management investments is multifaceted. # Major Changes In Behaviour Of Professional Investors In The Uk [cite](https://fundamentalgroup.com/insights/research-insights/major-changes-in-behaviour-of-professional-investors-in-the-uk) ## Major Changes in Behavior of Professional Investors in the UK #### Media Usage Trends - UK financial intermediaries have significantly reduced their use of print media compared to continental Europe. This decrease is more notable among discretionary portfolio managers and fund selectors (DPM-FS) than financial advisers. - There is an increased shift towards online media accessed via mobile devices, particularly smartphones. Approximately 30% of DPM-FS access media through smartphones, compared to 16% for advisers. - Social media usage has surged among UK financial advisers, aligning more closely with continental European levels. LinkedIn is predominantly used by DPM-FS, while advisers favor Twitter and Facebook for content publication. #### Changes in Asset Allocation - Across Europe, financial intermediaries, including those in the UK, plan to increase client exposure to emerging and global equities while reducing exposure to real estate and fixed income. - ESG (Environmental, Social, Governance) fund interest has significantly increased. UK respondents anticipate a 75% increase in client exposure to ESG products in the forthcoming year. - There is a need for clearer communication and standardization from asset managers regarding ESG criteria. #### Virtual Events and Online Engagement - UK financial intermediaries have shown a strong preference for virtual events, identifying them as more convenient but lamenting the lack of networking opportunities. - Asset managers are favored for organizing engaging and informative online events, though content quality and technical issues can negatively affect perceptions. #### Print and Digital Preferences - Print media remains more prevalent among older advisers, with half receiving publications at the office and a third at home. Younger advisers, especially DPM-FS, prefer digital formats. - Podcasts are commonly listened to by intermediaries, though regular weekly listenership remains relatively low. #### Conclusion Professionals and businesses targeting UK financial intermediaries should consider the distinct media consumption preferences and the increasing importance of ESG communication and virtual event quality. Custom strategies tailored to these behavioral trends can enhance engagement and relevance. # Major International Players Dominate Fundamental Iqs Brand Recall Ranking In Italy [cite](https://fundamentalgroup.com/insights/research-insights/major-international-players-dominate-fundamental-iqs-brand-recall-ranking-in-italy) ## Overview Research findings from Fundamental IQ reveal that major international players dominate the brand recall rankings in Italy’s asset management sector. Italian financial intermediaries prioritize asset managers who are perceived as tried and tested, qualitative, and partner-like rather than curious, quantitative, and supplier-like. These preferences strongly influence their propensity to buy funds from these managers. ### Key Findings - **Survey Demographics**: The Global Brand Survey included 768 financial intermediaries from France, Germany, Italy, Spain, and the UK during the first half of 2021. - **Brand Equity Index**: This index considers five pillars - brand recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - **Correlation Insights**: For Italian professionals, ‘perceived quality’ is the primary driver of fund purchase decisions, followed closely by brand recall. ### Brand Preferences - **Dominance of Major Players**: Major international asset management companies were frequently mentioned across various asset classes, although local players were associated predominantly with Italian equities and passive management. - **Values Favorability**: Italian professionals favor asset managers perceived as tried and tested and qualitative. Brands that align with these values tend to attract more favorable feedback. - **Partner vs. Supplier**: Managers regarded as partners are preferred over those seen as suppliers, indicating a strong preference for long-standing, qualitative relationships. ### Comparing Markets - **Value Preferences**: Italian professionals' preference for tried-and-tested managers contrasts with other regions. While France and Spain display less correlation with these values, counterparts in the UK and Germany show a leaning towards curious/imaginative firms. ### Communication Insights - **Positive Communication**: Establishing good relationships with asset managers and consistent communication are highly valued. - **Communication Critiques**: Dislikes include ineffective advertising, poor online presence, and lack of responsiveness. Overall, these insights emphasize the value Italian intermediaries place on stability and trust in assessing asset managers, underscoring the influence of brand perception on their purchasing decisions. # Majority Of End Investors Believe Their Investment Decisions Can Have An Impact On Climate Change [cite](https://fundamentalgroup.com/insights/research-insights/majority-of-end-investors-believe-their-investment-decisions-can-have-an-impact-on-climate-change) ## Key Findings on ESG Investment Insights - **Interest in ESG**: Over two-thirds of European end investors express significant interest in Environmental, Social, and Governance (ESG) or sustainable investing. Interest is greatest in Italy (76%) and the UK (72%). - **Awareness and Understanding**: Despite frequent use within the investment sector, only 27% of European investors understand ESG as Environmental, Social, and Corporate Governance, with awareness highest in France (30%). Notably, 10% of investors in France and Germany have never heard of ESG. - **Information Deficit**: A substantial 76% of respondents believe there is insufficient information on sustainable investing, with this sentiment strongest in Italy (82%) and France (81%). - **Performance Concerns**: The year 2022 highlighted performance challenges for global ESG strategies, with 78% underperforming against benchmarks. ### Investment Behavior and Preferences - **Investment Strategy Preferences**: - 29% invest in companies broadly compliant with ESG criteria. - 29% favor companies exemplifying environmentally and socially responsible practices. - 22% exclude companies with unethical practices like involvement in weapons or tobacco. - **Willingness to Sacrifice Returns**: 34% are unwilling to compromise financial returns for ethical investment causes, particularly evident among German investors (15% strongly disagree). ### Priorities and ESG Adoption - **ESG Adoption Rates**: On average, 19% of Europe's investors have not adopted ESG strategies, with France having the highest non-adoption rate at 26%. - **UN Sustainable Development Goals (SDG) Importance**: - Climate action is the top concern across markets. - Affordable and clean energy ranks second in the UK, Italy, and France; tied with no poverty in Germany. ### FAQ **Q:** Why are some investors less interested in ESG?** **A:** Lack of knowledge, perceived lower returns, and irrelevance to personal priorities are key deterrents. **Q:** What goals do European investors prioritize?** **A:** Climate action, followed by affordable and clean energy, is highly prioritized among European investors. # Majority Of Taiwanese Intermediaries Satisfied With Asset Managers Support [cite](https://fundamentalgroup.com/insights/research-insights/majority-of-taiwanese-intermediaries-satisfied-with-asset-managers-support) ## Key Insights on Taiwanese Intermediaries' Satisfaction Recent research by Fundamental Media indicates that 75% of Taiwanese financial intermediaries express satisfaction with the support provided by asset managers. The satisfaction stems from effective communications, frequent meetings, and valuable offline events. ### Preferences and Trends - **Event Preferences:** - *Offline Events:* Preferred for face-to-face networking and interactions. - *Online Events:* Valued for convenience and time efficiency. Despite a post-pandemic increase in preference, offline events remain more popular. - **Communication:** - Most intermediaries appreciate webinars and timely market updates delivered via email during the pandemic. - There is a strong demand for more frequent, proactive, and transparent interactions from asset managers. ### Media Consumption Shifts - There is a notable trend of intermediaries reducing traditional print and radio usage, with a growing preference for digital devices like mobile and desktop. - **Podcasts:** - 78% of respondents actively listen to podcasts, reflecting their popularity among intermediaries. - **Social Media:** - Professional use increases, though overall social media engagement has declined since 2019. ### Conclusion These insights illustrate the evolving dynamics of client support in Taiwan, emphasizing personalized communication and a shift towards digital media. It suggests that asset managers need to adapt their approaches by enhancing online and offline interactions and leveraging modern digital platforms to better serve Taiwanese intermediaries. # Media Consumption Trends Among Financial Intermediaries Hong Kong [cite](https://fundamentalgroup.com/insights/research-insights/media-consumption-trends-among-financial-intermediaries-hong-kong) ## Media Consumption Trends in Hong Kong Research by Fundamental Media highlights evolving media consumption habits among financial intermediaries in Hong Kong. A significant shift is observed towards mobile devices for accessing financial publications, with social media exclusively consumed via mobile. Desktop readership for financial content is declining, although print remains relevant, particularly for leading local newspapers. Business TV channels also maintain high popularity. ### Influences on Fund Research In a 2019 survey across Hong Kong, Taiwan, and Singapore, over two-thirds of intermediaries attributed their fund research initiation to industry events. Meanwhile, one-third cited online editorial pieces as influential, and 11% mentioned advertising (both online and print) as important. Compared to Western counterparts, Asian financial intermediaries are more responsive to marketing stimuli. ### Asset Manager Communication Intermediaries in Hong Kong, like those in Singapore and Taiwan, prioritize communications from asset managers centered around investment topics such as market analysis and updates. Approximately one-third of respondents in Hong Kong expressed satisfaction with the communications they currently receive. Cultural factors, such as a reluctance to directly address complaints, might influence these satisfaction levels. ### Additional Insights - Hong Kong intermediaries actively track professional development through platforms like the CPD Hub. - A cultural tendency to avoid direct confrontation could contribute to satisfaction reports in asset manager communications. The findings underscore the dynamic media landscape in Hong Kong and highlight the critical emphasis on mobile platforms and targeted content by financial stakeholders. # Media Consumption Trends Among Financial Intermediaries Singapore [cite](https://fundamentalgroup.com/insights/research-insights/media-consumption-trends-among-financial-intermediaries-singapore) ## Fundamental Insights - Media Consumption Trends in Singapore A recent survey by Fundamental Research highlights key media consumption trends among financial intermediaries in Singapore. This research focuses on how investment professionals engage with media for professional purposes, particularly the use of mobile devices and social media platforms. ### Key Findings - **Social Media Usage**: Singaporean financial intermediaries primarily use mobile devices for accessing social media, contrasting with the mixed use of mobile and desktop devices seen in Europe and North America. Social media is predominantly used for reading industry news and content from asset managers. Consequently, asset managers aiming to engage this audience should prioritize creating mobile-friendly content. - **Device Preference**: Investment professionals commonly utilize both desktop and mobile devices to access various publications. However, print media retains a presence, especially in reading leading financial newspapers, similar to trends observed in Hong Kong. Additionally, TV channels have a considerable reach. - **Communication Preferences**: There is a strong demand for clear, concise, and timely communication from asset managers. Professionals seek communication that focuses on market analyses, asset allocation, and current investment updates. A transparent and unbiased approach is highly valued, and approximately 40% require support with client communications. ### Fund Selection - **Influencing Factors**: Recommendations from peers and emails from asset managers significantly influence fund research. Yet, the asset manager's brand strength is less critical for financial intermediaries compared to end investors. - **Selection Criteria**: Investment philosophy and qualitative fund ratings emerge as the most crucial factors when selecting new funds. ### FAQ **Q:** What devices do Singaporean financial professionals primarily use for social media? **A:** They predominantly use mobile devices. **Q:** What type of media do investment professionals generally access in print format? **A:** Leading financial newspapers are frequently read in print format. **Q:** What kind of communication do financial intermediaries prefer from asset managers? **A:** They prefer communication that is clear, concise, timely, and transparent, with a focus on market analysis and current investments. # Media Consumption Trends Among Financial Intermediaries Taiwan [cite](https://fundamentalgroup.com/insights/research-insights/media-consumption-trends-among-financial-intermediaries-taiwan) ## Media Consumption Trends Among Financial Intermediaries in Taiwan A recent study by Fundamental Research highlights the media consumption habits of financial intermediaries in Taiwan. Social media platforms and business television channels are prevalent among these professionals, although print media remains significant. Key trends include: - **Social Media Use**: Taiwanese financial intermediaries prioritize direct messaging platforms like LINE and WeChat over traditional professional networks such as LinkedIn. These are mainly used for accessing content from asset managers, and 75% of the respondents also utilize them to communicate with clients. - **Professional Content Consumption**: More than half of the surveyed intermediaries are inspired to conduct research on new funds based on online editorial content. Additionally, 30% pursued further research after encountering online advertisements for funds. ### Fund Selection Criteria - **Brand Importance**: For Taiwanese intermediaries, brand strength is the most pivotal criterion in fund selection, significantly surpassing criteria like cost and transparency. This contrasts with trends in other markets where cost and transparency are typically prioritized. - **Volatility/Risk**: The second most crucial factor is volatility/risk. Taiwan's regulatory environment, which supports the master trust distribution model, allows foreign asset managers to allocate resources more strategically, favoring branding strategies. - **Research Influences**: While online editorials have a substantial influence, advice from peers holds minimal sway in Taiwan, unlike in Singapore where peer guidance is a primary driver. ### Additional Insights - The divergence between intermediary and end investor priorities is marked, as cost is substantially more valued by end investors compared to intermediaries. - The research also indicates that the Taiwanese market has unique approaches to fund research, distinct from those of other Asian regions. In summary, Taiwanese financial intermediaries exhibit distinct media consumption and fund selection behaviors, heavily influenced by brand recognition and specific communication platforms. # Media Trends Among European Institutional Investors Still Show Significant Differences Between Countries [cite](https://fundamentalgroup.com/insights/research-insights/media-trends-among-european-institutional-investors-still-show-significant-differences-between-countries) ## Key Findings on Media Trends Research conducted by Fundamental Media highlights the media trends among European institutional investors, revealing significant differences across countries. - **Reputation Importance**: An asset manager's reputation is more crucial during the initial phase of manager selection—eliminating unsuitable managers—than when choosing from a shortlist. This factor is particularly valued by firms with smaller Assets Under Management (AUM). - **Selection Stage Differences**: In the first stage, financial institutions and consultants prioritize reputation, whereas in stage two, pension funds and non-profits consider it more important. An ESG (Environmental, Social, Governance) approach emerges as a vital differentiator, particularly among Dutch respondents and financial entities in stage two. Notably, company size is a significant factor for French and Swiss investors during the first stage. - **Core Criteria**: Regardless of the country or market segment, the top selection criteria include performance/track record, strategy/investment process, investment team, and fees. These factors maintain consistent importance across both selection stages. ### Social Media Usage - **Platforms and Usage**: LinkedIn dominates as the most utilized platform, serving as an information and networking tool. Additionally, Germany favors the local professional media site Xing for professional purposes. - **Audience and Engagement**: Larger AUM managers and financial institutions show greater social media presence compared to smaller AUM managers and non-profit organizations. Social media primarily serves as a medium for consuming content from asset managers, with substantial engagement from French, German, and Dutch respondents. ### FAQ **Q:** What was the methodology of the study? **A:** The research surveyed institutional investors across six countries—Netherlands, UK, Switzerland, US, Germany, and France—during September 2019 to March 2020, focusing on their media consumption habits and manager selection preferences. **Q:** Which social media platform is most popular among European institutional investors? **A:** LinkedIn is the most widely used social media platform across all markets and segments. # Mobile And Desktop Use Increases Among Us Financial Advisors [cite](https://fundamentalgroup.com/insights/research-insights/mobile-and-desktop-use-increases-among-us-financial-advisors) ## Increase in Mobile and Desktop Usage Research by Fundamental Media highlights a notable rise in mobile and desktop usage among US financial advisors, with a decline in print media consumption. Key points include: - **Increased Digital Usage**: Younger advisors are turning to mobile devices, while older advisors show increased desktop usage. - **Print Media**: Despite a decline, 74% of advisors still read print publications, primarily trade and industry-focused content at the office, and newspapers and magazines at home. Younger advisors are less inclined towards print with 38% opting not to read them compared to just 14% of older advisors. ### Social Media Utilization Social media usage among advisors has slightly increased since 2018, with LinkedIn and Facebook being most popular: - **Purpose**: Advisors primarily use social media for networking, industry news, and business marketing. - **Platforms**: LinkedIn and Facebook serve multiple roles, while Twitter and YouTube are mainly informational. ### Asset Management Predictions US advisors are expected to increase clients' exposure to global and US equities over the next year while reducing fixed income and Asian equity investments. Other notable trends include: - **Active Management and ETFs**: A move towards active management and increased use of ETFs and ESG strategies. - **ESG Trends**: Less prominence in the US compared to Europe, driven mainly by client demand. ### Communication and Events The shift to online events due to the pandemic has seen mixed receptions: - **Improvements**: Over a quarter of advisors see online events positively due to time savings and multitasking abilities. - **Challenges**: Nearly half view the shift negatively, citing a lack of networking opportunities. ### Communication Preferences Advisors value proactive and informative communication from asset managers. Key areas of information sought include fund performance, investment strategy, and factsheets. Emails and editorial content are increasingly important for researching new funds. # Number Of Asset Managers Social Media Posts Increases Throughout Q1 [cite](https://fundamentalgroup.com/insights/research-insights/number-of-asset-managers-social-media-posts-increases-throughout-q1) ## Increase in Social Media Activity by Asset Managers in Q1 The first quarter of 2022 saw a noticeable increase in social media activity among asset managers, with a total of 5,796 posts analyzed from 41 leading managers. A significant focus was on LinkedIn, which accounted for 3,475 posts. Throughout Q1, posts increased, with the highest number observed in March. The average engagement per post was recorded at 31.63, and the average sentiment score was 0.33. ### Social Media Channel Performance - **LinkedIn:** Notably active, LinkedIn saw a rise in the number of posts from 1,047 in January to 1,349 in March. Despite a drop in engagement in February, March saw a recovery with an average of 50.18 engagements per post. Topics on expert views, ESG, and market were popular, while discussions around ETFs (173.25 engagements per post), alternatives, and Africa saw the highest engagement rates. - **Other Platforms:** Twitter and Facebook exhibited a downward trend in engagement throughout the quarter, whereas YouTube showed a rise in February, followed by a drop in March. ### Highlights on Engagement and Topics - **Engagement Trends:** ETF discussions were particularly engaging in January, while interest in Africa peaked in March. - **Topic Focus:** ESG held the spotlight in February, surpassing expert views as the favored discussion point. By March, both ESG and Europe dominated topics, with Europe-related posts increasing from 114 in January to 398 by March. Key discussions within European topics included inflation and the Ukraine crisis. ### FAQ **Q:** Which social media platform saw the most significant increase in posts by asset managers? **A:** LinkedIn saw the most substantial increase in posts among asset managers in Q1. **Q:** What topics generated the most engagement on LinkedIn? **A:** ETFs, alternatives, and Africa were the most engaging topics on LinkedIn. **Q:** How did sentiment change throughout the quarter? **A:** Sentiment dropped in February but rebounded to January levels by March across LinkedIn, Facebook, and Twitter. # Print Readership Stronger Among German Intermediaries Compared To Other European Markets [cite](https://fundamentalgroup.com/insights/research-insights/print-readership-stronger-among-german-intermediaries-compared-to-other-european-markets) ## Print Readership Among German Intermediaries Research conducted by Fundamental Media highlights that print readership among German financial intermediaries is notably stronger compared to other European markets. Key publications have maintained or increased their readership since 2018, contrasting with a global transition towards digital media. Specifically, German DPM-FS exhibit higher print media engagement than their European counterparts, with some publications reaching over half of respondents. Despite this, digital platforms remain the primary channel for accessing news, with mobile usage leading among advisers. Social media, alongside certain newspapers, demonstrates significant reach on mobile devices. ### ESG Investments and Market Trends German intermediaries anticipate growth in emerging and global equities while maintaining real estate exposure—unlike peers anticipating declines. The adoption of ESG criteria among financial advisers has more than doubled since 2018, with 70% planning further client exposure to ESG strategies. DPM-FS also continue to embrace ESG criteria, although at a slower pace due to prior adoption levels. Nonetheless, the reliability of ESG ratings is a shared concern across surveyed markets. ### Work Environment and Conferences During the pandemic, Germany reported the fewest advisers working from home within surveyed regions, with 75% continuing to commute. While online conferences gained prevalence, German intermediaries expressed dissatisfaction, citing lack of networking and anonymity concerns. ### Media Usage Patterns German financial intermediaries report increased use of digital formats compared to print, though the reduction in print use is subtler in Germany versus other markets. Trade journals, notably, have seen an increased readership. For DPM-FS, there's a broader usage of media formats, indicating a diverse media consumption pattern. ### Social Media Usage Social media use for professional purposes remains stable among advisers, with a notable increase among DPM-FS. Platforms like WhatsApp are preferred for client and peer interactions, while YouTube is prominent for content consumption from asset managers. Despite lower LinkedIn usage compared to other regions, it serves multiple roles within the German market. # Qualitative And Careful Thinking Managers Preferred By French Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/qualitative-and-careful-thinking-managers-preferred-by-french-intermediaries) ## Research Insights: Preferences of French Financial Intermediaries Recent research conducted by Fundamental IQ, part of Fundamental Media, highlights the preferences of French financial intermediaries for asset managers. The survey, part of the Global Brand Survey, included input from 768 financial intermediaries across five European countries: France, Germany, Italy, Spain, and the UK, during the first half of 2021. ### Key Findings: - **Preference for Qualitative Managers**: French investment professionals exhibit a stronger inclination towards asset managers perceived as qualitative and careful thinkers over those viewed as quantitative and energetic. - **Brand Evaluation Method**: The 'brand equity index', established in 2016, evaluates asset managers based on five aspects: brand recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - **Perceived Quality**: The ability of an asset manager to generate above-average returns is integral, with 'perceived quality' showing the strongest correlation to 'propensity to buy' in France. - **Importance of Brand Recall**: Brand recall ranks as the second-highest factor influencing buying propensity, showing an increase in its impact since 2018. Local asset managers were frequently recalled for their association with European and French markets, ESG, and active management. - **Qualitative Appeal**: French intermediaries favor asset managers with reputations for being reputable, experienced, and having a strong local presence. Companies established in addressing market complexities and possessing a credible ESG approach were viewed positively. ### Observations: - Preferences have shifted towards more cautious and well-established companies, valuing qualitative attributes over quantitative ones. - Partners and personability have become less significant in influencing purchasing decisions compared to qualities like qualitative wisdom and careful planning. ### Market Comparison: - France stands out for its strong preference for qualitative asset managers compared to other surveyed markets. In contrast, German intermediaries display a preference for quantitative approaches. This comprehensive examination of the French financial landscape underscores the weight that qualitative metrics hold over intermediaries’ decision-making processes. # Regional Asset Managers Have A Stronger Brand Perception In Taiwan [cite](https://fundamentalgroup.com/insights/research-insights/regional-asset-managers-have-a-stronger-brand-perception-in-taiwan) ## Regional Asset Managers in Taiwan: Stronger Brand Perception Research by Fundamental Media indicates a significant brand perception advantage for regional asset managers in Taiwan, surpassing counterparts in Singapore and Hong Kong: - **Taiwan Brand Equity Index**: Includes six regional asset managers in its top 20, compared to four in Singapore and zero in Hong Kong. - **Key Associations**: Regional firms rank highly in association with specific asset classes and management styles: - ETFs: Two regional managers - High-yield bonds: One regional manager - Real estate, multi-asset, passive management (non-ETFs): One regional manager each. ### Survey Insights In March 2023, 32 Taiwanese financial intermediaries were surveyed to understand their brand perceptions and purchasing intentions: - **Brand Familiarity**: - 84% of respondents recognized at least 30 out of 36 prompted brands. - 22% were familiar with all prompted brands. - **Propensity to Buy**: - Intermediaries identified up to three asset managers likely to see increased usage over the next year. - Positive brand comments often cited 'product/know-how' and 'brand' as influential factors. - 'Performance' and 'communication' were correlated with purchase intentions, though weakly. ### Purchase Intent Drivers - **Unprompted Brand Recall**: The dominant factor shaping purchase intentions. - **Prompted Familiarity**: Contributes positively, though less significantly, to purchasing propensity. This research underscores the strong positioning of regional asset managers in Taiwan's financial intermediary landscape, characterized by high brand awareness and an effective association with specific investment products. # Research Reveals Competitiveness Of Asset Classes In The Netherlands [cite](https://fundamentalgroup.com/insights/research-insights/research-reveals-competitiveness-of-asset-classes-in-the-netherlands) ## Research Insights: Competitiveness of Asset Classes in the Netherlands A recent study by Fundamental Media, as part of the Global Brand Survey 2024, highlights the competitive landscape of asset classes and management styles in the Netherlands. Conducted from June to September 2023, this research surveyed 54 financial intermediaries to identify their recall of asset management brands across 15 asset classes and management styles. ### Key Findings - **Competitive Asset Classes**: Fixed income, alternatives, absolute return, and passive management emerged as the most competitive asset classes. These classes had a low standard deviation in brand mentions, indicating a balanced market share among multiple brands. - **European Equities and Fixed Income**: The highest number of unique brand mentions were in these categories, suggesting a competitive environment. Conversely, Dutch equities exhibited the highest standard deviation, indicating less competition with a few dominant brands. - **Plan for Future Exposure**: - **Fixed Income**: 37% plan to increase exposure. - **Global Equities**: 31% plan to increase exposure. - **Real Estate**: Expected to have the largest outflows, with 42% planning to decrease exposure. - **ESG**: Despite low competitiveness, 43% plan to increase exposure. - **Management Styles**: - Active management had the most unique brand mentions, indicating high diversity and competition. - Absolute return and passive management demonstrated low standard deviations, confirming a competitive market. - Smart beta and ESG had the least unique brand mentions, showing fewer competitive dynamics. Despite the generally competitive landscape, asset managers in less competitive categories will need to invest significantly in visibility and differentiation. The research suggests efforts in competitive categories could yield faster visibility and market share gains. # Research Reveals The Most Competitive Asset Classes In Spain [cite](https://fundamentalgroup.com/insights/research-insights/research-reveals-the-most-competitive-asset-classes-in-spain) ## Research Insights on Competitive Asset Classes in Spain Research conducted by Fundamental Media highlights the competitiveness of various asset classes and management styles in Spain, revealing the asset classes with the most and least competition among financial intermediaries. The survey, part of the Global Brand Survey 2024, was carried out among 156 Spanish financial intermediaries from June to September 2023. ### Key Findings - **Most Competitive Asset Classes**: - Real estate, alternatives, and absolute return emerged as the most competitive asset classes. These categories feature a low standard deviation in the distribution of mentions, indicating a balanced recognition among numerous brands. - **Least Competitive Asset Classes**: - ETFs, North American equities, and fixed income displayed high variability, with dominance by fewer brands, suggesting lower competitiveness. ### Asset Classes Overview - **Real Estate**: Notably competitive but predicted to experience outflows in the coming year, as 33% of intermediaries plan to reduce exposure compared to 16% planning to increase it. - **Fixed Income & Global Equities**: These are the most favored for increased exposure, with 61% and 57% of intermediaries planning to raise investments, respectively. - **Emerging Market Equities**: Show potential for market share growth among competitive classes. ### Management Styles - **Competitive Styles**: Absolute return and smart beta are recognized as highly competitive styles. - **Popularity Trends**: Active management and ESG are projected to see substantial investment inflows, with a majority of intermediaries planning to increase exposure in these areas. ### FAQs **Q:** Which asset classes are expected to see increased investment? **A:** Fixed income and global equities are predicted to have the most significant increases, with 61% and 57% planning to up investment, respectively. **Q:** How is the competitive environment of European equities characterized? **A:** European equities recalled the highest number of unique brands with a low standard deviation in mentions, indicating a competitive market. **Q:** What is the outlook for absolute return strategies? **A:** Although competitive, absolute return may see a slight decrease in exposure, with 30% planning to reduce investments versus 24% planning to increase. # Should Asset Managers Focus Their Esg Marketing On Millennials [cite](https://fundamentalgroup.com/insights/research-insights/should-asset-managers-focus-their-esg-marketing-on-millennials) ## Focus of ESG Marketing The question of whether asset managers should direct their Environmental, Social, and Governance (ESG) marketing efforts towards millennials is multifaceted. Though older generations currently hold most investable assets, younger investors show a stronger inclination towards sustainable investing, impacted by climate change awareness and evolving regulations. ### Key Insights - **Interest by Age Group:** - Investors aged 21-34 show the highest interest in ESG investing. - Though interest declines with age, more than half of investors aged 55-74 are still engaged. - **Financial Transition:** - An estimated $30 trillion in assets will transfer from older generations to their heirs (born after 1965) by 2050 in the US alone. - Millennials are projected to control over $20 trillion in assets globally by 2030. - **Older Generations:** - Many older investors do not oppose ESG investments but question their impact on returns and climate change. - Targeted marketing highlighting ESG benefits, such as reduced risk and potential higher returns, might sway them. ### Opportunities for Asset Managers - **Building Long-term ESG Reputation:** - Focus on communicating the tangible benefits of ESG investing to older generations. - Establish a strong ESG presence among millennials, ensuring a robust future investor base. - **Education and Engagement:** - Utilize insights to tailor marketing efforts that deepen understanding and appreciation of ESG benefits across all age groups. ### Conclusion While current wealth lies with older generations, a strategic focus on millennials ensures future growth. Emphasizing the positive aspects of ESG can gradually convert skeptical older investors and strengthen asset managers' brands. # Social Media Usage Of French Financial Intermediaries Continues To Grow [cite](https://fundamentalgroup.com/insights/research-insights/social-media-usage-of-french-financial-intermediaries-continues-to-grow) ## Social Media Usage Among French Financial Intermediaries - French advisers are heavily engaged on social media, with only 9% abstaining from professional use. - Platforms predominantly used include Facebook, WhatsApp, Instagram, and LinkedIn. - LinkedIn is the most popular for professional purposes, offering diverse content interaction. - Asset manager content is primarily consumed on LinkedIn and Twitter, while WhatsApp facilitates group interactions. - France, alongside Italy, shows high LinkedIn engagement among intermediaries, especially for asset manager content. ### ESG Adoption and Asset Allocation Trends - ESG (Environmental, Social, and Governance) adoption by French advisers has doubled since 2018, while 85% of discretionary portfolio managers and fund selectors (DPM-FS) have adopted ESG. - DPM-FS express significant interest in ESG topics and skepticism about ESG ratings reliability. - Expected asset allocation adjustments: Increased exposure to emerging market, global, and European equities; reduced exposure to fixed income and certain alternatives (smart beta and passive investments). ### Impact of COVID-19 on Events and Media Consumption - A transition to online events is noted, with more than half of the intermediaries attending virtual versions. - There's decreased participation in online conferences, though positive feedback is prevalent, particularly for saved commuting time and event variety. - Despite networking challenges cited by 90% of DPM-FS participants, online events remained accessible and well-organized. - Media consumption trends show increased mobile/desktop usage and decreased TV, radio, and print consumption. - Despite shifts to digital, leading print publications maintain substantial reach, hinting at sustained reliance even amidst a digital shift. ### FAQ **Q:** How are French financial intermediaries engaging with ESG initiatives?** **A:** ESG adoption has doubled among advisers and 85% of DPM-FS use ESG. However, there's skepticism about ESG rating reliability. **Q:** What are the anticipated changes in asset allocation for French intermediaries?** **A:** They anticipate increasing exposure to emerging market equities and reducing exposure to fixed income. **Q:** How has COVID-19 impacted their professional engagement and media usage?** **A:** There's a significant shift towards online events, with increased digital media usage, though print publications still maintain substantial reach. # Spanish Intermediaries Feel Managers Can Improve Their Insights And Thought Leadership [cite](https://fundamentalgroup.com/insights/research-insights/spanish-intermediaries-feel-managers-can-improve-their-insights-and-thought-leadership) ## Fundamental Insights: Spanish Intermediaries' Perspectives #### Satisfaction and Improvement Areas Research from Fundamental Media indicates a high satisfaction level amongst Spanish financial intermediaries with asset managers, as 87% express being very or quite satisfied. However, there is room for improvement, particularly in online events, meetings, insights, and thought leadership, with only 54% of intermediaries rating their satisfaction in these areas as excellent or good. #### Survey Overview - **Duration:** Conducted from June to September 2023. - **Participants:** 156 financial intermediaries (112 financial advisers and 44 discretionary portfolio managers/fund selectors) in Spain. - **Scope:** Part of a broader European research initiative covering countries such as Germany, Italy, France, the UK, Switzerland, and the Netherlands. #### Media Consumption Trends - **Print Media:** Increased office-based reading of print publications, correlating with a return to office environments post-pandemic. - **Digital Consumption:** Desktops are primarily used for specialist media. Phones and tablets are favored for newspapers. - **Podcasts:** Over 50% of respondents engage with podcasts for business purposes weekly. - **Social Media:** Usage has declined compared to 2021 but remains a tool for industry news and networking. ### Media and Engagement Insights Compared to the previous study in 2021, there is a notable shift back to office settings for media consumption. Social media engagement for business purposes has decreased, indicating a preference for more traditional and direct modes of information such as podcasts and print media. ### FAQ **Q:** What areas did Spanish intermediaries identify for improvement in asset managers? **A:** Online events, meetings, insights, and thought leadership were highlighted as areas needing improvement. **Q:** How do Spanish intermediaries primarily consume financial media? **A:** Via desktops for specialist content and through phones and tablets for general newspapers. **Q:** What percentage of Spanish intermediaries are satisfied with their asset managers' support? **A:** 87% are very or quite satisfied. The insights provide a comprehensive look at Spanish intermediaries' satisfaction and media consumption trends, emphasizing the importance of improving digital interaction and engagement through thought leadership initiatives. # Spanish Intermediaries Prefer Foreign Asset Managers For Most Asset Classes And Management Styles [cite](https://fundamentalgroup.com/insights/research-insights/spanish-intermediaries-prefer-foreign-asset-managers-for-most-asset-classes-and-management-styles) ## Spanish Intermediary Preferences for Asset Managers Research by Fundamental IQ indicates a preference among Spanish financial intermediaries for foreign asset managers across most asset classes and management styles. This preference was observed despite the overall perception of asset managers being highly subjective and lacking a strong bias toward any specific brand value. ### Key Findings - **Preference for Foreign Managers:** Out of 2166 mentions, foreign asset managers were recalled most frequently for a majority of asset classes and management styles, including global, European, and emerging market equities. Local managers were more commonly mentioned for Spanish equities, multi-asset, passive management, smart beta, ESG, and active management. - **Brand Values:** Companies perceived as broad, energetic, analytical, qualitative, and as partners are among the favored. These preferences emphasized breadth over targeted approaches. - **Propensity to Buy:** The likelihood of buying funds is strongly correlated with perceived ability to generate returns. Thus, perceived quality is the most significant determinant in the buying decision, aligning with trends in other markets. ### Communication and Engagement - **Importance of Communication:** Effective communication and engagement, particularly with advisers, are crucial. Networking through events and informative correspondence is highly regarded. - **Downsides Noted:** Companies with inadequate media presence, lack of event participation, and insufficient informational outreach were criticized for poor communication. ### Market Dynamics - There remains a substantial demand in the Spanish market for messaging that emphasizes a manager's investment experience and expertise to enhance purchase likelihood. ### FAQ **Q:** What asset classes saw a preference for local managers? **A:** Local managers were most often mentioned for Spanish equities and areas such as multi-asset, passive management, smart beta, ESG, and active management. **Q:** What are the key qualities valued in asset managers by Spanish intermediaries? **A:** Prestige, experience, and product expertise are highly valued, alongside effective communication and engagement with clients. This research suggests that while foreign asset managers are generally favored, effective communication and a strong demonstration of investment expertise can significantly influence buying decisions in Spain. # Spanish Intermediaries Prefer Personable Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/spanish-intermediaries-prefer-personable-asset-managers) ## Summary Recent research by Fundamental Media reveals that Spanish financial intermediaries show a marked preference for asset managers perceived as personable, over those viewed as corporate. This survey, derived from 156 respondents as part of the Spain Global Brand Survey 2024, highlights a notable departure from 2021, when no specific brand value was strongly linked to buying behavior. ### Key Insights - **Brand Perception**: Spanish intermediaries prioritize perceived quality and recollection when considering asset managers. This highlights the importance of a manager’s reputation for generating returns. - **Brand Equity Index**: This index assesses five factors: recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - **Distinctiveness**: Linked variably to positive and negative brand associations, this factor was assessed through 14 distinct brand values. Intermediaries favor management firms rated as personable, qualitative, broad, energetic, and analytical. ### Preferences - Intermediaries approve more of asset managers described as broad, qualitative, and personable over those labeled as targeted, quantitative, and corporate. - Global brands lead the top of the Brand Equity Index, though local players maintain significant recognition in specific domains such as Spanish equities and sustainable investing. ### FAQ **Q:** What brand attributes do Spanish financial intermediaries value most? **A:** Personable, qualitative, broad, energetic/fast-paced, and analytical. **Q:** What was the primary metric for predicting asset manager success? **A:** Perceived quality and brand recall are the strongest indicators of propensity to buy. **Q:** How do local Spanish brands perform versus global brands? **A:** While global firms dominate overall, local players are well-known in niche areas like Spanish equities and fixed income. # Spanish Intermediaries The Most Positive About Virtual Events [cite](https://fundamentalgroup.com/insights/research-insights/spanish-intermediaries-the-most-positive-about-virtual-events) ## Key Insights on Spanish Intermediaries and Virtual Events Spanish financial intermediaries have shown the most positive attitude towards online events compared to those in other European markets, as identified by a Fundamental Media survey conducted from December 2020 to March 2021. Major highlights from the survey include: - **Virtual Events**: Spanish intermediaries appreciate the time saved by not commuting, and they highly value the access to recorded sessions, more so than their European peers. While half of the advisers transitioned to online events they attended pre-pandemic, 38% have stopped or reduced event attendance completely, the highest in the surveyed regions. - **Event Organization**: Asset managers are regarded as leading organizers of online events, praised for featuring noteworthy speakers and relevant topics such as fund management and market trends. Conversely, events with poor content or technical problems were criticized. ### Investment Outlook - **Market Preferences**: Spanish intermediaries plan to increase their clients' exposure to global equities, emerging markets, and ESG investments, with a concurrent reduction in domestic equities, fixed income, and real estate. - **ESG Trends**: Despite overall low ESG adoption, Spain, alongside Italy, shows potential for growth in this sector. Notably, the perception of asset manager support for ESG is less positive in Spain, and client interest is lower than in other markets. ### Media Consumption Spanish intermediaries have shifted their media consumption habits notably: - **Digital vs. Print**: Usage of mobile and desktop media has grown, with a decline in print and TV. Advisers primarily access media via mobile, often using social platforms like WhatsApp and LinkedIn for networking and industry news. - **Professional Preferences**: Print readership diminished across the board, but DPM-FS still access global and specialized publications more frequently. Mobile access remains the highest among surveyed markets. ### FAQ **Q:** What are the main benefits of online events according to Spanish intermediaries? **A:** The reduction in commuting time and the ability to access recorded sessions are the primary benefits recognized by Spanish respondents. **Q:** How has Spanish intermediaries' media consumption changed? **A:** There is a marked increase in digital media usage, particularly mobile and social media, while print and TV consumption have decreased. # Swiss Intermediaries Increase Linkedin Use While Facebook And Xing Fall Out Of Favour [cite](https://fundamentalgroup.com/insights/research-insights/swiss-intermediaries-increase-linkedin-use-while-facebook-and-xing-fall-out-of-favour) ## Fundamental Insights: Social Media Usage Among Swiss Financial Intermediaries **Key Findings:** - **Increased LinkedIn Usage:** LinkedIn remains the dominant platform for professional use among Swiss financial intermediaries, with a utilization rate of 93%. This reflects a significant increase in preference for LinkedIn and X (formerly Twitter), while Facebook and Xing have seen a usage decline of over 50% since 2018. - **Mobile and Desktop Access:** While most social media usage occurs on mobile, LinkedIn and YouTube maintain significant desktop engagement, suggesting professional use during working hours. - **Research Survey:** From June to September 2023, a survey involving 56 Swiss financial intermediaries (26 financial advisers and 30 discretionary portfolio managers/fund selectors) was conducted. The survey focused on investment views, asset manager satisfaction, and media consumption. - **Primary Use of Social Media:** - Reading/watching industry news. - Consuming content from asset managers. - Networking with peers. **Fund Selection Criteria:** - **General:** Cost, transparency, and investment philosophy are key selection factors for Swiss intermediaries. - **Discretionary Portfolio Managers/Fund Selectors (DPM-FS):** Emphasize fund manager tenure and service quality. - **Financial Advisers:** Focus more on ESG (Environmental, Social, Governance) approach and brand strength. **Satisfaction with Asset Managers:** - **High Satisfaction Levels:** Over one-third of intermediaries express high satisfaction with their asset managers. - **Key Satisfaction Areas:** Meetings, client-facing support, and offline events contribute most to satisfaction. ### **Survey Insights:** - Swiss intermediaries strategically leverage social media for professional enhancement. - The shift towards mobile-friendly content is evident but balanced by desktop use for particular platforms. - The survey contributes to broader European financial intermediary research, encompassing other countries like the UK, Germany, and others. # The Asset Manager Brand Values That Are Most Important To Fund Selectors [cite](https://fundamentalgroup.com/insights/research-insights/the-asset-manager-brand-values-that-are-most-important-to-fund-selectors) ## Key Findings on Asset Manager Brand Values Fundamental Research has provided insights into the asset manager brand values that are crucial for fund selectors and financial intermediaries. Based on a study conducted by Fundamental IQ, key decisions in purchasing funds are influenced by brand perception across different global markets, including the UK, Germany, Italy, France, Spain, the US, Switzerland, and Australia. ### Influential Brand Perceptions - **Personability vs Corporate Image**: Asset managers perceived as personable or partners rank higher in terms of purchasing likelihood compared to those viewed as corporate or suppliers. This trend is consistent across most markets, except for Switzerland and Italy. - **Distinctiveness**: Besides 'perceived quality', the 'distinctiveness' score includes factors such as analytical abilities and brand values, showing varying impacts on purchasing decisions in different regions. - **Switzerland and Italy** prefer a corporate image along with 'broad' and 'analytical' values. - **The UK** displays a slight preference for asset managers that are personable and partners. - **Germany and Switzerland** value analytical qualities in asset managers. - **US Preferences**: Emphasizes traditional and well-established asset managers with values like 'tried and tested' and 'careful thinking'. ### Core Insight: Perceived Quality - **Perceived quality** is the strongest determinant of 'propensity to buy' and generally aligns with the highest-ranked brands in each market. It is critical for asset managers to convey quality effectively through well-defined strategies and communication. ### Market-Specific Preferences - **Spain**: Although Bestinver ranks highest in perceived quality, its overall brand ranking is second, underscoring the complex nature of brand perception. - **Communication**: Asset managers need to emphasize distinct strategies, asset classes, and their overall value to enhance perceived quality perceptions. Financial intermediaries prioritize quality, detailed analysis, and a personable approach, with some differences in the preferences based on geographic markets. Understanding these nuanced brand perceptions is key for asset managers aiming to align their strategies effectively in diverse regions. # The Factors That Make Social Media Posts More Engaging [cite](https://fundamentalgroup.com/insights/research-insights/the-factors-that-make-social-media-posts-more-engaging) ## Key Insights Fundamental Research conducted a study on social media engagement, analyzing over 9,000 posts from 20 leading asset managers during the first five months of 2020. Key insights from the research are summarized below: - **Engagement Platforms**: LinkedIn proved to be the most engaging platform for asset managers. Engagement on Twitter was generally lower, and Facebook engagement varied—some asset managers achieved levels comparable to LinkedIn; others significantly lower. - **Post Content**: - Posts featuring personal insights from a credible source within the company—like a senior economist or investment director—were more engaging than posts solely including links. - The most common topics included 'market', 'ESG (Environmental, Social, and Governance)', 'coronavirus', 'economy', and 'crisis'. - **Effective Post Characteristics**: - Posts with personal stories, especially when related to diversity themes like LGBTQ rights and commemorations like International Women's Day, garnered higher engagement. - Insights and data shared by trusted or reputable sources enhanced post performance. - Original posts outperformed reposts significantly, with the least engaging posts having a high percentage of reposts. - **Specific Topics**: - For pandemic-related posts, personal explanations from knowledgeable company representatives increased engagement. - Within the ESG theme, individual narratives were more engaging than generic content, with original stories often outperforming reposts by a substantial margin. ### Recommendations To maximize engagement, asset managers should focus on producing original content featuring insights and stories from credible individuals within their organization. Emphasizing personal narratives and providing expert opinions or analyses can lead to increased interaction with their audience. # The Use Of Etfs And Esg Has Risen Significantly Among Singaporean Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/the-use-of-etfs-and-esg-has-risen-significantly-among-singaporean-intermediaries) ## ETF and ESG Adoption Among Singaporean Intermediaries Research by Fundamental Media reveals a significant rise in the use of Exchange Traded Funds (ETFs) and Environmental, Social, and Governance (ESG) principles by Singaporean financial intermediaries since 2019. This study involved 36 financial investment professionals surveyed between September and December 2022. ### Key Findings - **ETFs Usage:** The adoption of ETFs has markedly increased from 41% in 2019 to 82% in 2022. - **ESG Principles:** Investment in ESG principles rose from 28% in 2019 to 55% in 2022. The surge in ESG adoption is mainly attributed to increasing client requests. - **Asset Managers' Support:** 80% of respondents expressed satisfaction with the support from asset managers, appreciating client-facing support, communications, and thought leadership. - **Desired Improvements:** - More detailed information on ESG. - Increased frequency and personalization in communication from asset managers. During the Covid-19 pandemic, intermediaries greatly valued webinars and email updates from asset managers. ### FAQ **Q: What is driving the increased adoption of ESG criteria?** **A:** The increase is predominantly driven by client requests for responsible investing options. **Q: How satisfied are intermediaries with asset managers' support?** **A:** 80% of surveyed intermediaries are satisfied with the support, noting positive client-facing interactions and thought leadership. **Q: How has communication preference shifted among intermediaries?** **A:** Intermediaries in Singapore prefer more frequent, proactive, and personalized communications from asset managers. This study highlights an evolving investment landscape in Singapore, with increasing emphasis on ETFs and ESG factors as intermediaries respond to market trends and client demand. # Transparency And Investment Philosophy Most Important Fund Selection Factors For French Intermediaries [cite](https://fundamentalgroup.com/insights/research-insights/transparency-and-investment-philosophy-most-important-fund-selection-factors-for-french-intermediaries) ## Key Findings from Fundamental Media's Research on French Financial Intermediaries - **Fund Selection Factors**: - Transparency and investment philosophy are deemed most crucial. - Discretionary portfolio managers and fund selectors (DPM-FS) prioritize fund manager insights, costs, and transparency. - Financial advisers emphasize transparency, investment philosophy, and fund manager insights as their top three factors. - **Research and Triggers**: - French intermediaries initiate research on new funds primarily due to peer recommendations, seminars, and client requests. - Financial advisers prefer editorial content, while DPM-FS seek information through industry events and asset managers' websites. - Most researched aspects include fund performance and strategy. - DPM-FS tend to explore a broader range of topics compared to financial advisers. - **Satisfaction Levels**: - A significant 90% of French intermediaries report being very or quite satisfied with their asset managers. - Highest satisfaction areas include meetings and offline/physical events. - Intermediaries express lower satisfaction with training, development, and insights/thought leadership. - **Effective Communication**: - Asset managers receive praise for regular updates and quality content. - Positive feedback is also noted on asset allocation commentary and regulatory updates. ### Additional Observations - The France engagement report is part of a larger research series covering other European countries, including the UK, Italy, Germany, Spain, Switzerland, and the Netherlands. ### FAQ **Q:** What are the most important factors for fund selection among French financial intermediaries? **A:** Transparency and investment philosophy rank highest, with discretionary portfolio managers also valuing manager insights and costs. Financial advisers emphasize transparency, investment philosophy, and fund manager insights. **Q:** What are the main triggers for research on new funds? **A:** Recommendations from peers, seminars, and client requests prompt research activity. **Q:** How satisfied are French intermediaries with asset managers? **A:** 90% express satisfaction, with high marks specifically for meetings and physical events, while training and development receive lower satisfaction ratings. # Uk End Investors Increasingly More Self Reliant In Their Investment Approach [cite](https://fundamentalgroup.com/insights/research-insights/uk-end-investors-increasingly-more-self-reliant-in-their-investment-approach) ## UK End Investors' Self-Reliance and Market Trends Recent research by Fundamental Media highlights a shift in the investment strategies of UK end investors towards greater self-reliance. This approach is particularly evident among younger investors, although the ongoing cost-of-living crisis has introduced uncertainties in the market. ### Key Findings - **Savings and Investment Changes**: - 45% of respondents are maintaining their savings levels compared to a year ago. - 34% reported saving less due to economic pressures. - Over a quarter intend to increase their investment totals to combat high inflation and the energy crisis. - Another quarter plans to modify their investment products, with interest in crypto, ESG, bonds, and shares. - **Retirement and Confidence**: - Confidence in securing enough retirement savings has decreased since 2018. - Low income is now a primary barrier to increased savings, differing from past priorities of not wanting to reduce current expenditures. ### Investment Channels and Methods - **Self-Reliance and Advice**: - Younger investors predominantly rely on social networks, financial podcasts, blogs, and social media for investment guidance. - A total of 88% of respondents under 54 use online investment platforms, the highest among surveyed markets. - **Professional Advisors**: - Although still relevant for older and wealthier investors, the use of professional advisors has declined since 2018. - Cost remains a significant deterrent for those opting out of professional advice. - **Investment Priorities**: - Steady returns and security are prioritized for investment choices. - Investors value ease of use for digital platforms. This assessment is a condensed overview of key points from the Fundamental Media report, with a full breakdown available in the complete document. # Uk Financial Intermediaries Highlight Key Asset Classes For Market Growth Potential [cite](https://fundamentalgroup.com/insights/research-insights/uk-financial-intermediaries-highlight-key-asset-classes-for-market-growth-potential) ## UK Asset Classes and Market Growth Potential The 2024 Global Brand Survey by Fundamental Media engaged 159 UK financial intermediaries to assess brand recall across various asset classes and management styles from June to September 2023. The research focused on identifying market competitiveness and asset classes with potential for market growth. ### Key Findings - **Competitive Asset Classes**: Alternatives, smart beta, and absolute return ranked as the most competitive asset classes in the UK asset management sector. - **Low Competition Areas**: Passive management and ETFs showed low competition, with fewer brands dominating mentions. - **Standard Deviation Analysis**: A low standard deviation in mentions points to higher competition across brands, suggesting no brand notably dominates the market. In contrast, a high standard deviation indicates fewer brands controlling the market. ### Unique Brands and Mentions - **Asset Class Variety**: Alternatives, UK equities, and multi-asset classes saw diverse brand mentions. Real estate was less varied with only 37 companies recalled, but showed lower standard deviation, indicating competitiveness. - **Dominance in Equities**: Global and European equities had mentions skewed towards a few key players. ### Expected Changes in Exposure - **Increasing Exposure**: - Global equities: 45% plan an increase, 7% plan a decrease. - Emerging market equities: 38% increase, 12% decrease. - Multi-asset: 27% increase, 11% decrease. - **Decreasing Exposure**: - Real estate: 44% plan to decrease, and only 8% plan an increase. ### Management Style Preferences - **Active Management**: Holds the largest variety of brands recalled. - **Least Competitive Styles**: Passive management and ETFs show low competitiveness due to limited brand mentions. - **Interest in ESG**: Strong interest with 32% of intermediaries planning to increase exposure. This summary reflects insights from brand recall analysis to understand market dynamics and future expectations in the UK financial intermediary sector. # Uk Financial Intermediaries Prefer Personable And Energetic Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/uk-financial-intermediaries-prefer-personable-and-energetic-asset-managers) ## Key Findings on UK Financial Intermediaries Preferences - **Persona Preference**: UK financial intermediaries prefer asset managers who are perceived as personable, energetic, and acting as partners rather than those viewed as corporate, cautious, and merely suppliers. - **Survey Overview**: Fundamental Media's Global Brand Survey included 768 financial intermediaries from France, Germany, Italy, Spain, and the UK in early 2021, assessing brand perception across five pillars: brand recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - **Brand Equity Index**: This index, developed in 2016, combines quantitative and qualitative methods to measure asset managers' brand strengths based on the aforementioned pillars. - **Propensity to Buy**: Among UK professionals, the likelihood to increase fund usage (propensity to buy) strongly correlates with ‘perceived quality’. This indicates a primary concern for asset managers' ability to generate strong returns. - **Brand Recall**: Second in correlation to buying propensity, brand recall includes mentions of asset managers in association with various asset classes and management styles. Both local and international players have recognition, with local players associated particularly with active management and ESG. - **Qualitative Insights**: UK intermediaries value managers who provide support through updates and personal contact, favoring those with effective communication. Poor engagement and communication, such as slow responses and poor website usability, negatively affect perceptions. - **Preferred Qualities**: Good performance, competitive fees, solid research capabilities, and suitable products are the most appreciated manager qualities in the UK. - **Market Distinction**: Unlike other markets, UK professionals prefer asset managers perceived as energetic and fast-paced over those considered careful and analytical. This research highlights the key values and perceptions affecting purchasing decisions among UK financial intermediaries, emphasizing the importance of personal engagement and perceived quality in the asset management sector. # Uk Intermediaries Most Likely To Buy Funds From Managers They Can Easily Recall [cite](https://fundamentalgroup.com/insights/research-insights/uk-intermediaries-most-likely-to-buy-funds-from-managers-they-can-easily-recall) ## Key Insights **Brand Recall as a Key Driver:** - Financial intermediaries in the UK are most likely to purchase funds from asset managers they can easily recall. - The 2024 UK Global Brand Survey highlights this trend, emphasizing the shift from perceived quality to brand recall since previous studies in 2017 and 2021. - A Brand Equity Index was established using quantitative and qualitative analysis across five pillars: recall, familiarity, perceived quality, propensity to buy, and distinctiveness. **Shift in Purchasing Determinants:** - Brand recall's influence on purchase decisions outpaces the former leading factor, perceived quality. - Distinctiveness shows varying influence, with some values driving the propensity to buy more significantly than others. **Distinctiveness and Brand Values:** - Although distinctiveness as a brand factor includes 14 brand values, their influence on buying propensity has diminished since 2021. - UK intermediaries prefer asset managers viewed as partners and time-tested over those identified as merely corporate or suppliers. **Local Preference and Brand Impact:** - The UK intermediaries exhibit a strong preference for local brands, with a majority of local managers in the top 15 positions on the Brand Equity Index. - Despite this local favoritism, several global managers have maintained a significant presence in the UK market. ### FAQs **Q:** What is the most significant factor affecting UK financial intermediaries' purchasing decisions in 2024? **A:** Brand recall is the most significant factor influencing purchasing decisions, overtaking perceived quality. **Q:** How many financial intermediaries participated in the survey? **A:** The survey included responses from 156 UK financial intermediaries. **Q:** What brand values are most likely to drive purchasing decisions? **A:** 'Personable' and 'partner' values are more likely to drive purchasing decisions than 'corporate' and 'supplier'. **Q:** How does the preference for local vs. global managers manifest in the UK market? **A:** UK financial intermediaries have a strong preference for local brands, with nine local managers ranking among the top 15 in the Brand Equity Index, although some global managers also have a strong position in the UK. # Uk Intermediaries Mostly Satisfied With Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/uk-intermediaries-mostly-satisfied-with-asset-managers) ## UK Intermediaries' Satisfaction with Asset Managers Research conducted by Fundamental Media between June and September 2023 indicates a high satisfaction level among UK financial intermediaries regarding asset managers—87% express overall satisfaction. The study involved 156 participants, including 113 financial advisers and 43 discretionary portfolio managers/fund selectors (DPM-FS). #### Key Findings: - **High Satisfaction Areas:** - Online events and communications are highly regarded, with financial advisers particularly appreciating online events and DPM-FS valuing online communications. - Communication via email and newsletters receives positive feedback, with market commentary and asset allocation insights being highly valued. - **Areas for Improvement:** - Client-facing support and training were identified as the areas with the lowest satisfaction levels. - **Fund Selection Factors:** - Cost and investment philosophy are the primary considerations for intermediaries. - DPM-FS prioritize fund manager tenure and manager insights, whereas advisers focus more on fund ratings. #### Information and Research: - **Research Triggers and Preferences:** - Peer recommendations, seminars, and events prompt research into new funds. - Editorial content is significant for advisers, while DPM-FS favor interviews and videos with fund managers. - Fund performance and strategy are key research subjects, with advisers showing interest in factsheets and DPM-FS preferring information on fund holdings. The report is part of a broader European study, which includes markets such as Germany, Italy, France, Spain, Switzerland, and the Netherlands. For full access to the detailed findings, interested parties are encouraged to contact Fundamental Media directly. # Understanding Local Dynamics Key When Targeting European Investors [cite](https://fundamentalgroup.com/insights/research-insights/understanding-local-dynamics-key-when-targeting-european-investors) ## Key Insights on ESG Interest and Asset Class Preferences in Europe Fundamental Media's research highlights significant variations in asset class preferences among financial intermediaries across Europe, despite a shared interest in ESG (Environmental, Social, and Governance) investing. The study surveyed 768 intermediaries from the UK, Italy, Germany, France, and Spain between December 2020 and March 2021. - **ESG Investment Popularity**: The survey found that 70% to 87% of intermediaries expect to increase their allocation to sustainable investments in the coming year. The interest in ESG is supported by social media data, illustrating a rising trend in ESG credentials marketing by asset managers. - **Asset Class Preferences**: - **Equities**: There is a general shift towards equities, notably emerging market equities, with interest from 43% to 78% of intermediaries, depending on the country. Italy and Spain show the highest interest. - **Fixed Income and Real Estate**: There's a varying attitude towards these asset classes. While many UK intermediaries foresee stable exposure, 58.6% of German intermediaries anticipate a reduction in fixed income allocations. - **Country-Specific Trends**: - **United Kingdom**: UK intermediaries are less inclined to change their clients' portfolios, with a notable exception being an increase in allocations to emerging market equities and global equities. - **Spain**: A substantial 75% of Spanish intermediaries plan to increase their allocation to active management strategies, far exceeding the UK's 42%. ### Implications for Asset Managers The findings underscore the necessity for asset managers to adopt tailored strategies that consider local market dynamics. While common interests like ESG and equities offer leverage points, national differences require bespoke approaches to media and advertising strategies, especially when entering diverse markets like Spain compared to the UK. Asset managers should collaborate closely with local teams to effectively target and meet the unique demands of each European market, ensuring strategies are both efficient and effective. # Unique End Investor Insights For Uk Germany France And Italy [cite](https://fundamentalgroup.com/insights/research-insights/unique-end-investor-insights-for-uk-germany-france-and-italy) ## Key Findings from European End Investor Research **Overview:** Fundamental Media has conducted comprehensive research involving 4,390 end investors across the UK, Germany, France, and Italy. This analysis is designed to inform strategic decisions by providing insights into investor behavior, expectations, and trends. **Research Highlights:** - **Investment Channels:** - 47% of European end investors prefer to invest via their banks. - Financial advisers are the next most popular channel. - 82% of end investors utilize online investment platforms. - **Investor Priorities:** - The most significant factors for online investing are low cost and transparency. **Comparative Insights:** The reports include comparative data from 2018, offering a current vs. historical view to identify post-pandemic trends and aid in strategic adjustments. ### Research Application - The findings can support strategic and tactical planning by revealing investor preferences and behavior. - Detailed analysis of individual markets (France, Germany, Italy, and the UK) is available, providing tailored insights for regional strategies. ### About Fundamental Media Research Fundamental Research has over 15 years of experience in collecting and analyzing industry data, particularly within the asset management sector. Their expertise includes media consumption study, distribution analysis, market trend evaluation, brand awareness, communication strategies, and identifying the most effective sources of information for various investor groups. For more comprehensive insights and specific data, stakeholders are encouraged to contact Fundamental Media for detailed reports and pricing information. Specific percentages for each market are accessible upon request. This research ultimately aids in understanding end investors' behaviors and better positioning within the market landscape. # Us Advisors Have A Distinct View Of Different Etf Providers [cite](https://fundamentalgroup.com/insights/research-insights/us-advisors-have-a-distinct-view-of-different-etf-providers) ## US Advisors' Perceptions of ETF Providers Recent research by Fundamental Media reveals that US financial advisors view ETF providers based on various attributes beyond just cost-effective products. While cost is a major factor, the study identifies specialization, reputation, and communication as key aspects that differentiate ETF brands. ### Brand Equity Index The Global Brand Survey, conducted with 554 US financial advisors in late 2021, employs the 'brand equity index' to gauge brand perceptions through three main pillars: - **Brand Recall:** Being top of mind is crucial but not predominantly influential. - **Familiarity:** A greater familiarity with a brand relates more strongly to purchase intentions. - **Propensity to Buy:** Driven by deeper brand understanding, not just awareness. ### Key Findings - **Distinctive Brand Identities:** Each ETF brand maintains a unique identity, recognized not only for extensive product offerings, but also for communication styles, specializations, and brand recognition. - **Correlation Between Brand Perceptions and Purchases:** Providers perceived as offering core strategic solutions or as industry leaders are more likely to be favored by advisors. In contrast, associations with high fees or limited ranges do not attract the same interest. - **High ETF Usage:** Over 90% of US advisors utilize ETFs regularly, primarily as core holdings or for niche asset classes, underscoring the importance of excellent communication and brand familiarity. ### Future Trends - **Growth in ETF Usage:** With more than 48% of US advisors planning to increase their ETF use, fostering product familiarity and showcasing expertise is crucial in a market where large, low-cost providers dominate. This detailed understanding of the factors influencing advisor choices highlights the need for ETF providers to maintain strong communication and distinct brand identities to effectively compete and capture market interest beyond low-cost offerings. # Us Financial Advisors Almost Exclusively Prefer Us Asset Managers [cite](https://fundamentalgroup.com/insights/research-insights/us-financial-advisors-almost-exclusively-prefer-us-asset-managers) ## Research Insights: Preference for US Asset Managers Research conducted by Fundamental Media indicates a strong preference among US financial advisors for American asset managers. Based on a survey of 554 US financial advisors conducted in October and November 2021, the study highlights several key factors influencing this preference. ### Key Findings: - **Preference for Established Firms**: Advisors showed a preference for asset managers perceived as tried and tested, careful thinkers, rather than those seen as curious and energetic. - **Brand Equity Index**: The study utilized a brand equity index developed in 2016, evaluating factors such as brand recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - **Correlation Factors**: High marks for ‘perceived quality’—a measure of generating above-average returns—most strongly correlated with the ‘propensity to buy’ score. - **Local Bias**: US asset managers dominated brand recall for all asset classes and management styles, with no foreign managers reaching the top ten in any category. - **Market Insights**: American financial advisors characterized asset managers as corporate, reliable, and analytical. A preference emerged for those seen as partners, broad, and tried and tested. - **Reputable Companies**: US advisors valued reputable firms with strong performance records, extensive histories, and diverse product offerings. - **Communication and Pricing**: Regular updates, proactive salesperson contact, and product support were appreciated, while high fees and underperformance were noted as drawbacks. - **ETF Popularity**: The use of ETFs is notably higher in the US than in Europe, with expectations of further growth. ETF providers were distinguished by cost, product range, and communication efforts. ### Conclusion: Overall, the study reveals a strong local preference for US asset managers marked by a focus on reliability, a well-established reputation, and consistent performance. These insights reflect the competitive nature of the US market and highlight the importance of brand perception and perceived ability to generate returns in financial advisors' decision-making processes. # Us Financial Intermediaries Prefer More Client Centric Asset Management Content [cite](https://fundamentalgroup.com/insights/research-insights/us-financial-intermediaries-prefer-more-client-centric-asset-management-content) ## Fundamental Insights: Client-Centric Content for US Financial Intermediaries A recent survey by Fundamental Media revealed insights into the preferences of US financial intermediaries regarding asset management content. Conducted in August 2023, the study included responses from 72 intermediaries, with over 75% having more than 20 years of industry experience. ### Key Findings - **Content Satisfaction:** Although most intermediaries believe asset managers provide adequate content, there is a significant demand for content that is brief, concise, client-friendly, and personalized. - **Industry Evolution:** Respondents noted major shifts in the financial services industry, citing increased compliance, technology use, enhanced customer service, and a shift to fee-based models as notable changes. ### Content Gaps and Preferences - **Need for Improvement:** A combined 66% of intermediaries reported gaps in content provided for both their less financially savvy clients and time-pressured professionals. Desired improvements include fewer jargon-filled and sales-oriented materials. - **Communication Channels:** There is a preference for varied communication mediums, with a focus on client-friendly and example-rich formats that are brief and clear. - **Marketing Material Impact:** 40% of intermediaries acknowledged the role of marketing materials in client retention and evolving product perceptions. ### Support During Times of Uncertainty - **Proactive Communication:** During periods of uncertainty, intermediaries appreciate asset managers who are accessible and transparent. Educational content showcasing past performance and illustrating long-term investment benefits is highly valued. - **Adaptation Strategies:** Many intermediaries increase client communication and review portfolios during volatile times, seeking proactive, consistent, and frequent guidance from asset managers. ### FAQ **Q:** What changes do US financial intermediaries want in asset management content? **A:** They prefer content that is concise, client-friendly, personalized, and less jargon-heavy. **Q:** How do intermediaries handle market uncertainty? **A:** They increase communication, review portfolios, and seek educational content from asset managers. **Q:** How have asset managers' marketing materials impacted intermediaries? **A:** 40% say these materials support client retention and influence product perception. For a more comprehensive analysis, the full report is available upon request. # What Brand Factors Impact Australian Intermediaries Purchase Decisions [cite](https://fundamentalgroup.com/insights/research-insights/what-brand-factors-impact-australian-intermediaries-purchase-decisions) ## Brand Factors Impacting Purchase Decisions of Australian Intermediaries Research by Fundamental Media reveals that the perceived quality of an asset manager’s brand is the primary consideration for Australian financial intermediaries when purchasing funds. Conducted through the Australia Global Brand Survey 2022, the study surveyed 178 financial intermediaries in Australia. #### Key Findings - **Perceived Quality and Propensity to Buy**: - Perceived quality is the strongest predictor of the propensity to buy, which assesses the likelihood to increase the use of funds provided by a specific asset manager. - This correlation has been the most decisive since 2018, although it has slightly weakened since then. - **Brand Equity Index**: - Developed using both quantitative and qualitative approaches, this index comprises five pillars: recall, familiarity, perceived quality, propensity to buy, and distinctiveness. - **Influence of Brand Factors**: - Following perceived quality, unprompted brand recall is also a significant factor in influencing purchase decisions. - **Distinctiveness**: - Analyzed through 14 brand values, distinctiveness showed low correlation with the propensity to buy, indicating no strong market-wide preference for specific asset manager characteristics. - Despite this, qualitative feedback suggested a preference for firms described as 'targeted' and 'careful thinking' over those seen as 'broad' and 'energetic'. - **Market Dynamics**: - Both global and local brands figure prominently in the top ten of the Brand Equity Index. However, there is no consistent style favoring certain asset managers, highlighting varying preferences among Australian intermediaries compared to other global markets. This research underscores that while some brand characteristics are valued, ultimately, it is the perceived quality that most significantly sways purchasing preferences among financial intermediaries in Australia. # Why Should Marketers Be Excited By Privacy Regulation And Consent Management [cite](https://fundamentalgroup.com/insights/research-insights/why-should-marketers-be-excited-by-privacy-regulation-and-consent-management) ## Key Points on Privacy Regulation and Consent Management for Asset Managers The evolving landscape of privacy regulation, such as GDPR in Europe and CCPA in California, prompts marketers, especially asset managers, to strategically address consent management. These regulations, also anticipated in New York and potentially at the federal level in the U.S., are vital not only for compliance but for improving site engagement, analytics accuracy, and marketing capabilities. To enhance the user journey and engagement, consent management must be seamlessly integrated into user interactions, allowing for clear opt-in processes while fulfilling regulatory obligations. Ensuring accurate consent impacts analytic coverage, reduces bounce rates, and supports subsequent marketing actions. ### Research Insights: Asset Management Consent Practices In a study of the top 100 global asset management websites from a UK user perspective, Fundamental Media analyzed consent management practices: - **Consent Banners**: Over 75% of asset managers use standalone cookie consent banners, with only 12% integrating this with investor-type banners. Six firms lacked cookie consent mechanisms entirely. - **Implied vs. Active Consent**: 21% of asset managers are still using implied consent, posing regulatory risks compared to active consent which requires user action for compliance. - **Cookie Banner Design**: Post-GDPR, 33% rely on browser-level settings for opt-out, over 50% offer category-level management, and 15% include a button to decline all tracking, showcasing privacy-friendly shifts. ### Investor-Type Consent Investor classification is crucial due to stringent financial regulations. Streamlining this process enhances user engagement but remains underutilized, with less than half of firms achieving one-click investor-type capture. **Fundamental Media Viewpoint**: Asset managers should aim to simplify the consent process, ensuring compliance and maximizing user engagement while balancing regulatory demands. # Young French Investors More Self Directed Than Older Investors [cite](https://fundamentalgroup.com/insights/research-insights/young-french-investors-more-self-directed-than-older-investors) ## French End Investors Insights Recent research by Fundamental Media reveals trends in how French investors of different ages select and manage their investments, indicating generational differences in investment behavior. ### Key Findings: - **Investment Decision Sources:** - Investors under 35 show a proclivity for self-directed investments, often using financial websites (33% compared to 26% for ages 35-54, and 19% for those over 54) or consulting family and friends. - In contrast, 48% of investors over 54 prefer selecting investments through traditional banks or financial institutions, compared to 31% of those under 35. - **Portfolio Review Frequency:** - Younger investors are more proactive, with 52% reviewing their portfolios quarterly and 27% every 3 to 6 months. - For the 35 to 54 age group, 61% perform reviews at least biannually, while 55% of those over 54 do the same. - Overall, French investors review less frequently than their counterparts in the UK, Germany, and Italy. - **Effects of Economic Climate:** - The ongoing cost of living crisis is notably impacting investors across Europe, leading to reduced confidence in retirement finances. Only 48% of French respondents feel secure about their retirement savings, with 28% concerned about inadequate saving. - Consequently, 33% of French investors plan to adjust asset allocations, with others planning to increase investments or switch products. ### FAQ **Q:** How do young French investors typically choose their investments? **A:** Young French investors often rely on financial websites and advice from friends and family rather than traditional banks or financial institutions. **Q:** How often do young investors review their portfolios compared to older investors? **A:** Young investors tend to review their portfolios more frequently, with most conducting reviews quarterly or semi-annually, while older investors review less often. **Q:** What impact does the cost of living crisis have on French investors? **A:** The crisis has led to lower confidence in retirement funds and prompted many to reconsider their investment strategies or make adjustments. # Video Understanding Your Audiences Behavioural Choices [cite](https://fundamentalgroup.com/insights/viewpoint/video-understanding-your-audiences-behavioural-choices) ## VIDEO Overview The video titled "Understanding Your Audience's Behavioural Choices," part of the Fundamental Media Insights category, focuses on the significance of understanding audience behavior in B2B marketing. It explores the impact of different creative and strategic approaches to achieve effective marketing outcomes. ### Key Insights: - **Audience Analysis**: The video emphasizes the need for comprehensive insights into audience behavioral choices, facilitated by advanced technology implementation and investment. This understanding is pivotal for crafting more effective B2B marketing campaigns. - **Engagement Importance**: Recognizing that B2B audiences consist of busy professionals, it is crucial that marketing content is engaging, captivating, and entertaining. This approach enhances the overall impact of the campaigns. - **Expert Insights**: The video features discussions by Vincent Hooplot, Chief Operating Officer, and Mia Korab, Creative Director, offering professional perspectives on how Fundamental Media tailors its strategies to audience behavior in B2B settings. ### Highlights: - **Tailored Strategies**: Emphasis is placed on creating tailored marketing strategies that align with the specific preferences and behaviors of the target B2B audience. - **Creative and Messaging Evaluation**: The firm actively evaluates various creative aspects and messaging to determine what resonates most effectively with the audience, focusing on measurable marketing outcomes. ### Additional Information: - The content is part of Fundamental Media's insights on enhancing B2B marketing effectiveness through a deep understanding of audience behaviors and strategic innovation. ### Organizational Details: - Fundamental Media Limited operates from London and is committed to privacy by employing cookie-free technology for its site interaction monitoring, ensuring user-friendly and privacy-oriented solutions. # Modern Slavery Act [cite](https://fundamentalgroup.com/modern-slavery-act) ## Modern Slavery Transparency Statement Fundamental Media Limited, part of the Fundamental Group, expresses a strong commitment to combating modern slavery and human trafficking as per Section 54 of the Modern Slavery Act 2015. The company pledges to conduct its business ethically and responsibly across its international operations. It explicitly rejects any form of modern slavery, including forced labor, worker commodification, and child labor within its business and supply chain. ### Business and Operations Fundamental operates globally in the UK, US, Hong Kong, Australia, and the Netherlands. It serves sectors including asset management, investment banking, and education. Its services involve media consultancy, planning, analysis, and buying, engaging with print, digital, and other media. The supply chain is twofold: operational suppliers (e.g., IT, research) and media suppliers pre-approved by clients. ### Approach and Practices - **Recruitment**: The recruitment process is designed to prevent modern slavery, overseen centrally by the UK's Global HR Manager with adherence to strict legal standards. All employees, temporary or permanent, undergo thorough reference checks. - **Ethical Conduct**: Fundamental adheres to business ethics and modern slavery policies outlined in its Employee Handbook. It refuses to engage with organizations implicated in slavery and remains vigilant against trafficking in its supply chain. ### Supplier Engagement Fundamental aims to work only with ethical suppliers, following a Supplier Code of Conduct aligned with UN Global Compact principles. Suppliers must comply with labor laws and cooperate in anti-slavery inquiries. Non-compliance may lead to contract termination. The company uses latest global data, including the 2023 Global Slavery Index, to map supplier risk zones informing compliance measures. ### Statement Approval This statement pertains to the financial year ending 31 December 2023, approved by the Chief Financial Officer, Robyn Capps, on 18 July 2024. Fundamental acknowledges ongoing supply chain pressures and commits to continuously reviewing its policies. # Privacy Policy [cite](https://fundamentalgroup.com/privacy-policy) ## Privacy Policy Overview The privacy policy for Fundamental Group (referred to as "the Policy") outlines how personal data is processed within their business operations. This policy is applied consistently across the group's companies but not to third parties they engage with. Users are encouraged to review privacy policies of other companies as they may have different practices. ### Key Details - **Scope and Application**: The policy applies to personal data collected through the Fundamental Group’s websites, such as fundamentalgroup.com. It encompasses the services provided to clients, where Fundamental Group acts as a data processor. - **Data Protection Compliance**: The processing of personal data is aligned with applicable data protection laws, including the UK Data Protection Act 2018, GDPR, and CCPA. Terminology within the policy aligns with these legal standards, but is adjustable to local law requirements. - **Updates and Changes**: The policy document may be updated in alignment with changes in the applicable data laws or business requirements. The last update was made on 04th March 2022. - **Service-Specific Notices**: Additional privacy details are provided for specific services such as Fundamental Monitor, CPD Hub, and Alphix, which are addressed in separate privacy notices. - **Cookies Policy**: Fundamental Group utilizes cookie-free technology for site interaction monitoring, enhancing privacy for users. ### Legal Frameworks Referenced | Law | Terms Applied | |------------------------------------------|-----------------------------------| | UK Data Protection Act 2018 | Personal data and processing terms| | General Data Protection Regulation (GDPR)| Personal data, data controller, processor| | Californian Consumer Privacy Act (CCPA) | Personally identifiable information, business, service provider| This structured approach ensures comprehensive data protection and transparency for users which aligns with evolving legal standards. # Recruitment Privacy Notice [cite](https://fundamentalgroup.com/recruitment-privacy-notice) ## Recruitment Privacy Notice Fundamental Media outlines its approach to handling personal data in the recruitment process through this notice. Candidates' personal information is collected and processed primarily during application reviews. As the recruitment process progresses, additional data may be obtained through interviews, tests, or presentations. Pre-employment screenings, references, and publicly available information may also contribute to the collection of personal data. ### Data Collection and Processing - **Data Sources**: Application forms, CVs, resumes, passports, and other identity documents, interviews, online tests. - **Third-Party Involvement**: Data may be shared with referees, background check providers, and criminal records check agencies, but only post job offer. - **Data Hosting**: All personal data is stored on UK servers, within HR systems and IT systems, including emails. ### Legal Grounds and Compliance Fundamental Media only processes personal data when necessary for advancing applications or meeting legal and regulatory requirements. Sharing of data with third-party suppliers such as credit checking and criminal record checking agencies occurs under strict contractual obligations to protect data. ### Data Retention and Security - **Unsuccessful Applications**: Data is held for 6 months post-recruitment process. - **Successful Applications**: Data is transferred to personnel files and retained throughout the period of employment, as detailed in the Employee Privacy Notice. ### Cookie-Free Technology Fundamental Media emphasizes its unique approach by employing cookie-free technology for site interaction monitoring, ensuring an enhanced data privacy experience. # Supplier Code Of Conduct [cite](https://fundamentalgroup.com/supplier-code-of-conduct) ## Supplier Code of Conduct The Fundamental Group is committed to upholding ethical standards and highest levels of quality, honesty, openness, and accountability in all business activities, including interactions and partnerships with suppliers. These standards align with the UN Global Compact principles and the UN's Guiding Principles on Business and Human Rights. ### Supplier Requirements Suppliers are expected to adhere to the following requirements: - **Compliance with Laws and Regulations**: Operate according to all applicable local, national, and international laws and regulations. - **Ethical Practices**: Conduct business ethically and responsibly, ensuring transparency and combating corruption. - **Human Rights**: Respect and support internationally proclaimed human rights, ensuring not to be complicit in human rights abuses. - **Labor Standards**: Uphold the fundamental principles of International Labor Organization, including non-discrimination, the abolition of forced labor, and the elimination of child labor. - **Environment**: Pursue environmentally responsible practices, complying with environmental protection laws. These guidelines must be mirrored by all suppliers and their sub-suppliers involved in providing goods and services to Fundamental Group. ### Additional Details - **Non-use of Cookies**: Fundamental Group uses cookie-free technologies for site interaction monitoring, reflecting a commitment to user privacy and innovative solutions in web technologies. - **Affiliation**: Fundamental Group operates under Fundamental Media Limited, registered in England and Wales. This structured approach ensures that all supplier activities are in line with Fundamental Group's values and the broader principles of corporate responsibility. # Terms Of Use [cite](https://fundamentalgroup.com/terms-of-use) ## Website Terms of Use Summary The website www.fundamentalgroup.com, operated by Fundamental Media Limited, is subject to specific terms and conditions outlining user engagement. By accessing the website, users agree to these legally binding terms, which were last updated on August 10, 2022. ### Access and Use - Access to the website is conditioned upon compliance with these terms and relevant laws. - The information is intended solely for personal, non-commercial use. Unauthorized actions such as interfering with the site's operation, seeking unauthorized access to data, or using automated systems to extract information are prohibited. - Users may link only to the homepage, provided such linking is fair, legal, and non-damaging to the company's reputation. ### Proprietary Rights - All intellectual property rights, including the site's design, structure, and content, belong to Fundamental Media or are used with permission. Users do not gain ownership rights through site use. - The use of trademarks, logos, and domain names requires prior written consent from Fundamental Media. ### Liability and Disclaimer - The website is provided "as is," without warranties for accuracy or completeness. Fundamental Media disclaims liability for errors or damages arising from site use. - Users are responsible for establishing appropriate data backup and virus-checking procedures. ### Privacy and Data - By providing personal information through the website, users consent to its use in accordance with Fundamental Media's Privacy Policy. ### Legal Framework - The terms are governed by English law, and any disputes will be subject to the jurisdiction of English courts. - Users must comply with laws applicable in their jurisdiction when accessing the website. ### Contact Information For inquiries regarding the terms, users can contact Fundamental Media at their registered London office address. # What We Do [cite](https://fundamentalgroup.com/what-we-do) ## Service Offerings by Fundamental Group **Media Buying** The Fundamental Group offers a comprehensive media buying service, utilizing platforms from traditional billboards to digital podcasts and social media. This is especially tailored to clients in asset management and education sectors, boosted by their proprietary technology. **Research** In-depth media and marketing research drives the Fundamental Group's understanding of audience dynamics. They provide MAP Factsheets, which visually highlight sales and competitor performance within asset management sectors. Bespoke research projects are also available, catering to specific client needs. **Consultancy** With specialised knowledge in investor audiences, consultancy services include optimizing user journeys, selecting content, and effective campaign delivery. **Studio Services** Offering in-house creative design, the Fundamental Group ensures brand coherence by using client-provided copy and imagery, maintaining strict brand guidelines for impactful messaging. ### Technology Solutions **Audience Alpha** This data-driven programmatic solution is designed to align marketing campaigns with business objectives. Campaigns are delivered through FMX, Fundamental's in-house programmatic platform. **Outcome Analytics** A proprietary tool, Outcome Analytics, aids clients in measuring the ROI of media plans against diverse performance goals, ensuring clarity on campaign efficacy. **Fundamental Monitor** A real-time advertising tracking solution, Fundamental Monitor allows businesses to benchmark their advertising performance in comparison to industry peers. ### FAQs **Q:** Does Fundamental Group use cookies on their site? **A:** No, Fundamental Group employs cookie-free technology for site interaction monitoring. # Services # Asset Management Media Buying [cite](https://fundamentalgroup.com/solutions/media-buying-asset-management) ## Overview Fundamental Group specializes in providing targeted media and marketing solutions specifically for the asset management sector. With extensive experience in this field, they cater to the unique challenges faced by their clients, who seek to execute effective and targeted marketing strategies while managing the demands of evolving technologies and data requirements. ### Key Points - **Industry Experience**: With a long-standing presence in asset management, Fundamental Group leverages its expertise to assist clients in navigating complex marketing environments. - **Proprietary Technology**: Their services are backed by proprietary technology and research, enhancing the effectiveness and efficiency of their marketing solutions. - **Advertising Expertise**: As the largest buyer of asset management advertising space globally, Fundamental Group offers clients the potential for budgetary efficiency and bespoke opportunities in financial media. - **Client Benefits**: Clients benefit from the group's extensive networks and well-established relationships within the financial media industry, which facilitate impactful advertising campaigns and greater return on investment (ROI). ### Unique Selling Proposition - **Cookie-Free Monitoring**: Fundamental Group employs cookie-free technology for site interaction monitoring, ensuring user privacy while obtaining critical data insights. Their focus is on achieving measurable marketing objectives, optimizing budget use, and offering unique opportunities for their clients. # Higher Education Media Buying [cite](https://fundamentalgroup.com/solutions/media-buying-higher-education) ## Education Sector Marketing Solutions Fundamental Group specializes in creating targeted media and marketing solutions specifically tailored for the education sector. Their services are strategically designed to adapt to the educational shifts necessitated by the fourth industrial revolution and the dynamically changing employment landscape. Universities and business schools, as key influencers in this era, are supported by Fundamental Group in offering degree programs focused on future-proofing careers and effectively equipping students with necessary skills. ### Fundamental L&D Fundamental L&D leverages extensive research, industry insights, and proprietary technology to craft marketing strategies that appeal to potential students and organizations. By focusing on areas from branding to lead generation, they ensure higher education institutes can effectively attract and retain the talent needed for success in an ever-evolving global market. ### Advertising Campaigns The company executes data-driven advertising campaigns, delivered by a proficient team with substantial higher education experience on both the agency and client sides. These campaigns are designed to support institutions in meeting their specific marketing goals, ensuring impactful advertising outcomes. # Map Factsheets [cite](https://fundamentalgroup.com/what-we-do/services/map-factsheets) ## MAP Factsheets Overview The MAP Factsheets offer a data-driven analysis of marketing and sales performance across leading asset management companies. These comprehensive reports are designed by an expert asset management research team, aiming to provide a clear and insightful evaluation of how different marketing activities influence company performance. ### Key Features - **Competitor Assessment:** Subscribing companies can choose specific asset management groups for detailed analysis through individualized factsheets. - **Delivery Frequency:** Factsheets are updated and delivered quarterly. - **Consultative Presentations:** Alongside the factsheets, consultative sessions are held to discuss insights specifically relevant to the subscriber’s business. ### Marketing Strategy Insights The MAP Factsheets facilitate the enhancement of marketing strategies by identifying fruitful opportunities through: - **Promotion vs. Flows:** Examines the relationship between promotional efforts and asset flows. - **Advertising:** Details on strategies and their current focuses. - **Brand Performance:** Analyzes brand success in relation to marketing expenditure. - **Content Creation:** Insights into the effectiveness of marketing contents. - **Social Media Performance:** Evaluates the impact of social media activities. - **Team Structure:** Looks at the organization of marketing teams and its influence on output. ### Benefits Subscribing to the MAP Factsheets allows asset managers to leverage in-depth competitive sales and marketing intelligence, ensuring informed decision-making and optimized marketing strategy. ### Unique Position Fundamental Group offers a cookie-free technology for site interaction monitoring, ensuring privacy in data collection processes. ### FAQ **Q:** How often are the MAP Factsheets updated? **A:** They are updated on a quarterly basis. **Q:** Can a company get insights specific to their business? **A:** Yes, through consultative presentations tailored to the subscriber’s business. **Q:** What is the data privacy policy? **A:** Fundamental Group uses a cookie-free marketing intelligence suite to protect user privacy. # Research Insights [cite](https://fundamentalgroup.com/what-we-do/services/research-insights) ## Fundamental Group: Media and Market Research for Asset Management Fundamental Group specializes in media and market research tailored for asset management marketers. Their proprietary research is integral to media planning and supports clients by monitoring thousands of media titles and formats to track advertising trends. This proactive approach ensures their clients are ahead in identifying new advertising opportunities. ### Key Research Components - **Audience Understanding**: The success of marketing campaigns hinges on understanding the target audience. Fundamental Group's research addresses media consumption habits of distinct investor groups, providing insights into distribution channels, market trends, brand awareness, and effective communication strategies. - **Target Groups**: Fundamental Group focuses on global asset management audiences, with specific attention to institutional investors, financial intermediaries, and fund selectors. - **Insight Publications**: Their research division, Fundamental IQ, publishes audience-specific reports and a Global Brand Survey aimed at evaluating the brand strength of leading asset managers. ### Advantages - **Strategic Planning**: The insights provided by this research arm cater to enhancing strategic marketing planning for asset managers. - **Advertising Impact**: Reliable data empowers marketers to make impactful advertising decisions. ### Unique Selling Proposition - **Cookie-Free Technology**: Fundamental Group operates with a cookie-free technology for site interaction monitoring, respecting user privacy while providing essential analytical insights. # Studio [cite](https://fundamentalgroup.com/what-we-do/services/studio) ## Dynamic Digital Creative Solutions Fundamental Group specializes in delivering personalized digital creative solutions aimed at custom audiences. The company leverages a wide array of creative solutions, such as: - **Dynamic and Engaged Content Units** - **Motion Graphics** - **Microsites** - **Infographics** These creative assets are developed by an in-house design team dedicated to enhancing audience engagement through tailored messaging strategies. ### Strategic Campaign Execution The company employs Audience Alpha targeting solutions to ensure that marketing campaigns reach the right audience at the optimal time. This approach is designed to maximize the relevance of marketing messages, thereby increasing viewer engagement and overall effectiveness of advertising efforts. # User Journey Optimisations [cite](https://fundamentalgroup.com/what-we-do/services/user-journey-optimisations) ## User Journey Optimisation The Fundamental Group emphasizes the significance of optimizing the user journey for asset managers to enhance audience engagement within owned environments. This process involves evaluating and adjusting user paths to ensure continuous performance improvement. They leverage data, expertise, and tools to map user journeys for institutional investors, financial intermediaries, and end investors, based on a comprehensive understanding of target demographics. A key advantage of Fundamental Group's approach is its data-driven methodology, built on extensive experience in research and strategy consultancy. ### Content Select Service Fundamental Group's "Content Select" service focuses on improving campaign performance through targeted content selection. This service audits, curates, and selects content necessary for successful marketing campaigns, allowing clients to stay on schedule even when other projects demand their attention. The consultants possess decades of experience in the asset management sector, with deep expertise in fund management strategies and market trends. Their collaborative approach ensures adherence to client compliance processes and guidelines, making content both region-specific and audience-appropriate. ### Integration of Services Content Select is often integrated with user journey optimization services, recognizing the necessity of placing the right content at strategic points within the user journey. This synergy helps in tailoring campaigns to specific demographics and regions, ensuring content aligns with the desired audience engagement outcomes. ### FAQ **Q:** How does Fundamental Group optimize the user journey? **A:** By mapping the journey of target audiences using data-driven tools and continuous performance assessments. **Q:** What is the goal of the Content Select service? **A:** To enhance campaign performance by selecting the right content and ensuring it aligns with the user journey and regional guidelines. **Q:** What is the unique approach of Fundamental Group's marketing intelligence? **A:** They use cookie-free technology for site interaction monitoring. # Solutions # Alphix Solutions [cite](https://fundamentalgroup.com/what-we-do/solutions/alphix-solutions) ## Alphix Solutions Overview Alphix Solutions, part of the Fundamental Group, provides a cookie-free marketing intelligence suite focused on privacy and accuracy. This platform aims to enhance marketers' decision-making by offering precise data on campaign performance and website engagement while adhering to regulations like GDPR and CCPA. ### Key Features - **Privacy-Focused Measurement:** A tool for cookie-free page view measurement ensures full compliance with privacy regulations. - **Bot Traffic Analysis:** Offers detailed data on bot traffic, identifying and matching sources for clearer insights. - **Customisable DSP:** Built with asset management considerations, this feature offers flexibility in managing advertising resources. - **Data Matching:** Facilitates company name data matching, enhancing data accuracy and alignment. - **Audience Management:** Features robust audience collection and filtering capabilities to refine marketing strategies. - **Insightful Analytics UI:** The user interface is designed to offer clear insights, aiding marketers in making thoughtful, data-driven decisions. ### Benefits - **Privacy Compliance:** Adheres to major regulations like GDPR and CCPA, ensuring users' privacy is prioritized. - **Holistic Solution:** Tailored solutions enable a comprehensive overview of data for informed decision-making. - **Enhanced Decision-Making:** Accurate and privacy-friendly data provision for optimized marketing strategies. ### FAQ **Q:** What is the primary benefit of using Alphix Solutions? **A:** Alphix Solutions offers a cookie-free marketing intelligence suite with a strong emphasis on privacy, accuracy, and compliance with data protection regulations. **Q:** How does Alphix Solutions handle privacy concerns? **A:** The platform is designed with a robust understanding of GDPR and CCPA, ensuring privacy is maintained without using cookies. # Audience Alpha [cite](https://fundamentalgroup.com/what-we-do/solutions/audience-alpha) ## Audience-Driven Digital Buying Fundamental Media emphasizes the precision of reaching the right audience through Audience Alpha, a data-driven programmatic solution. This approach aids both asset managers and education providers by aligning business objectives with targeted campaigns via FMX, their in-house programmatic platform. ### Asset Management For asset managers, targeting focuses on three main groups: - Institutional Investors - Wholesale Investors - Retail Investors Partnering with key entities, Fundamental Media constructs qualified fund buyer audiences for precise targeting throughout their online activities. Compliance is maintained through refined audience curation to ensure messages reach the correct decision-makers. ### Education and Careers In the education sector, the focus is on both brand awareness and direct response, achieved through display and native advertising. Audience Alpha's industry-specific targeting capabilities offer a cost-effective alternative to third-party services. Fundamental Media employs multi-layered strategies: - Retargeting site visitors - Keywords and contextual targeting - Qualified prospecting audiences - Location-based targeting - Dynamic messaging with sequential targeting Their approach allows for tailored messaging based on user positions in the student journey, complying with GDPR regulations. These audience buckets facilitate programmatic prospecting and remarketing, and are also leveraged on platforms like Facebook. Each campaign benefits from a bespoke runlist of sites, catering to diverse audiences such as MBA prospects, school-leavers, and parents, with custom creatives devised to enhance message resonance. This structured and focused approach ensures that campaigns are aligned closely with client needs and audience preferences, ensuring effective advertising outcomes. # Cpd Hub [cite](https://fundamentalgroup.com/what-we-do/solutions/cpd-hub) The Fundamental Group offers a comprehensive Continuing Professional Development (CPD) platform designed specifically for professionals and teams in the financial sector. This platform facilitates the earning, tracking, and maintenance of CPD hours annually, providing key resources and connections for growth and compliance within the industry. ### Key Features: - **Unified Learning Platform**: - Individuals and teams in finance can consolidate their CPD activities in one accessible platform. - Users can earn and track mandatory CPD hours, and upload certificates obtained from other sources. - **Community Engagement**: - Online community connects learners with content partners and industry experts, creating a collaborative environment for professional growth. - **Content Certification**: - The platform ensures accelerated content certification through partnerships, helping users quickly validate their educational materials. - **Resource Sharing**: - Provides tools for creating and distributing content and courses, allowing users to reach and educate their target audience effectively. - **Achievement Tracking**: - Users can easily showcase learning progress through detailed progress reports, underpinning personal development and knowledge acquisition. - **Audience Expansion**: - Helps content creators attract more visitors to their hosted content, enhancing engagement and brand presence. The Fundamental Group emphasizes its no-cookie policy, ensuring privacy-friendly marketing intelligence, and reinforces its commitment to fostering a connected learning community under the CPD Hub initiative. This structured approach helps professionals access and manage their development resources, making mandatory CPD compliance simpler and more integrated. # Fundamental Monitor [cite](https://fundamentalgroup.com/what-we-do/solutions/fundamental-monitor) ## Fundamental Group: Advertising Intelligence Overview The Fundamental Group offers a proprietary digital advertising monitoring solution designed to provide competitive advertising intelligence for marketers. This solution, known as Fundamental Monitor, enables users to benchmark their advertising activity and performance against industry peers, focusing on the asset management and education sectors. ### Key Features of Fundamental Monitor: - **Real-Time Tracking**: Provides up-to-date digital advertising data with daily updates. - **Extensive Coverage**: Monitors hundreds of fund management and education-specific websites across 23 global markets. - **Comprehensive Campaign Tracking**: Tracks the digital ad campaigns of over 1,000 asset managers and educational institutions. - **Customizable Reporting**: Offers both standardized and tailored reporting options to suit diverse marketing needs. - **Market Segmentation**: Delivers precise market segmentation by products, services, strategies, audiences, and markets. - **Competitor Intelligence**: Provides in-depth insights into competitor strategies to refine marketing efforts. Fundamental Monitor aims to deliver actionable marketing insights that are both broad-reaching and granular, helping marketers to optimize their strategic decisions based on robust data analysis. ### Unique Offering: One notable feature of the Fundamental Group's platform is the use of cookie-free technology for site interaction monitoring, ensuring privacy-conscious tracking and data collection. The service is structured to support marketers in maximizing the impact of their advertising efforts with a comprehensive suite of tools and insights tailored to the needs of competitive analysis in the digital realm. ### FAQ **Q:** What sectors does Fundamental Monitor focus on? **A:** Fundamental Monitor primarily focuses on tracking digital advertising in the asset management and education sectors. **Q:** How often is the digital advertising data updated? **A:** The digital advertising data is updated on a daily basis to ensure real-time insights. **Q:** Does Fundamental Monitor provide customizable reporting? **A:** Yes, both standardized and customized reporting options are available to meet specific marketing requirements. **Q:** How many markets does Fundamental Monitor cover? **A:** The solution covers 23 markets globally, ensuring a comprehensive view of international digital advertising trends. # Outcome Analytics [cite](https://fundamentalgroup.com/what-we-do/solutions/outcome-analytics) ## Outcome Analytics Overview Outcome Analytics is the proprietary campaign performance solution offered by Fundamental Group. It focuses on aligning marketing efforts with measurable business outcomes. This solution aggregates and analyzes a comprehensive dataset that encompasses media performance, cost, and management data. By harnessing a harmonised data set, Outcome Analytics provides detailed insights into each component of a marketing campaign, enabling real-time optimizations. Such granular analysis ensures marketers can maximize the impact and efficiency of their campaigns. ### Key Features - **Comprehensive Data Set**: Utilizes an extensive range of media performance and cost data. - **Real-Time Insights**: Provides the ability to make data-driven optimizations as campaigns progress. - **Transparency**: Offers complete transparency on campaign efforts and results. - **Performance Engine**: Custom performance metrics platform that drives informed decision-making. ### Benefits - **Enhanced Campaign Effectiveness**: Helps achieve business objectives through detailed performance tracking and optimization. - **Informed Decision-Making**: Empowers marketers with the necessary insights to refine and enhance campaign strategies. ### Unique Selling Proposition - **Cookie-Free Technology**: Outcome Analytics operates without using cookies, ensuring privacy-preserving site interaction monitoring. ### Contact - Potential clients interested in leveraging Outcome Analytics are encouraged to get in touch with the Fundamental Group team for more details on how the service can assist in surpassing marketing targets. ### FAQ **Q:** What makes Outcome Analytics different from other marketing solutions? **A:** Outcome Analytics provides a unique harmonized dataset and real-time optimizations with a commitment to transparency, enhancing campaign effectiveness without relying on cookies. # Who We Are # Careers [cite](https://fundamentalgroup.com/who-we-are/careers) ## Overview of the Fundamental Group Workforce Fundamental Group's business success heavily relies on the diversity and uniqueness of its employees. The company fosters an inclusive working environment through support, teamwork, engagement, and recognition, contributing to its growth as a global enterprise. ### Key Workforce Statistics - **Employees**: 170+ - **Diversity**: - Nationalities: 41 - Languages spoken: 23 - Women in Board/Senior management roles: 48% - **Promotions (2019-2023)**: 121 ### Employment Opportunities Fundamental Group is rapidly expanding and seeks top talent globally. Desired skill areas include: - Media planning and buying - Print and digital expertise - Research within financial services and/or higher education sectors **Additional Qualifications:** - Strong knowledge of the financial and/or higher education industry - Fluent English, with preference for additional French and German language skills ### Employee Benefits - **Compensation**: Competitive salary with a generous bonus structure - **Benefits**: Varies by region; includes paid leave for charity work, study loans, and more - **Career Development**: - Opportunities for rapid career advancement - Training and support for employee progression - **International Exposure**: Opportunities for intra-company transfers - **Company Culture**: - A dynamic, team-focused environment - Annual team-building event (Company Week) ### Employee Testimonials Employees at Fundamental Group highlight the benefits of a supportive and diverse work atmosphere. Staff testimonials from various roles, including account directors and UX designers, emphasize growth opportunities, a progressive work culture, and a focus on both customer and employee welfare. This page indicates Fundamental Group's commitment to fostering a diverse, innovative, and growth-focused work environment, making it appealing for prospective employees looking to advance their careers in a supportive setting. # Key Contacts [cite](https://fundamentalgroup.com/who-we-are/key-contacts) ## Key Contacts The Fundamental Group has a distinguished senior team spearheading operations across various divisions in the EMEA region and North America. Key personnel and their roles include: - **Angus Maclaine** - Founder, EMEA - **Vincent Hooplot** - COO, EMEA - **Robyn Capps** - CFO, EMEA - **Jan Wilch** - Managing Director, EMEA - **Andrew Chesney** - Global Head of Media and Analytics, EMEA - **Chris Stapleton** - Director of Technology, EMEA - **Clare Frith** - Group Legal Counsel, EMEA - **Geraldine Hogben** - Operations Director, EMEA Several individuals hold positions that span both geographical and organizational scopes: - **Iain Bingham** - Managing Director, EMEA - **Oli Knight** - Director of Innovation, EMEA - **Nina Boshoff** - Managing Director, Fundamental Media, EMEA - **Sarah Fearnley-Whittingstall** - Managing Director, Fundamental Media, EMEA - **Gordon Kerr** - Managing Director, Fundamental Media, North America (Los Angeles) - **Darren Plimmer** - Managing Director, Alphix Solutions, EMEA - **Harry Kempe** - Global Director, AMX, EMEA # Profile [cite](https://fundamentalgroup.com/who-we-are/profile) ## Who We Are Fundamental Group stands out as a leader in media planning and technology, focusing on the advertising industry since 2004. The company is recognized as the largest buyer of asset management advertising worldwide, with operations spanning Europe, Asia Pacific, and North America. The diverse expertise of its over 170 professionals contributes to a deep understanding of various cultures, markets, and audiences. ### Prime Focus Areas - **Asset Management:** Fundamental Group specializes in assisting asset managers with impactful and economical marketing strategies, leveraging industry expertise and proprietary technology to meet clients' objectives. - **Higher and Business Education:** The group supports educational institutions in reaching targeted audiences through detailed research and customized media strategies. ### Leadership Team The senior leadership team is focused on both maintaining industry fundamentals and fostering innovative solutions: - Angus Maclaine: Founder, EMEA - Vincent Hooplot: COO, EMEA - Robyn Capps: CFO, EMEA - Jan Wilch: Managing Director, EMEA - Andrew Chesney: Global Head of Media and Analytics, EMEA - Chris Stapleton: Director of Technology, EMEA - Clare Frith: Group Legal Counsel, EMEA - Additional key roles include Operations Director, Directors of Innovation, and several Managing Directors overseeing EMEA and North America. ### Commitment to Social Responsibility - **Sustainability:** Awarded a silver medal by EcoVadis for its sustainability efforts. - **Armed Forces Covenant:** Committed to fair treatment of armed forces members and their families. - **Future Frontiers:** Partnered with this education charity to mentor students exploring post-16 education and employment opportunities. - **Disability Confident:** Engaged in initiatives to attract, retain, and develop disabled employees. ### Unique Attributes Fundamental Group distinguishes itself by utilizing cookie-free technology for site interaction monitoring, advancing both its sustainability goals and consumer privacy. This approach underscores their commitment to innovative and ethical business practices.