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Ideas to help financial services marketers maximize the value of their thought leadership.
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CAIA Event Recap: Has Private Equity Entered Bubble Territory?
With fundraising by private equity funds hovering near all-time highs for the past several years, many institutional investors have been asking whether there is a bubble in private equity as an asset class. University of Chicago Booth School of Business Professor...
5 Sections to Include in Your Financial Writing Style Guide
“There’s only one way to eat an elephant—one bite at a time.” This is one of the many great lessons that my dad has taught me. It’s helped me overcome feeling overwhelmed at the beginning of many large projects, and it’s been especially helpful throughout my career as...
How to Create a Style Guide for Your Financial Writing
What could possibly be less exciting than a blog post about capitalization, punctuation, and number-usage rules? A blog post that combines all of those stylistic topics with a lecture about how your firm should have a style guide to help you enforce consistency across...
How to Write About Controversial Topics in Your Investment Newsletter
Many investment firms struggle when deciding what they should write about in their investor newsletters. These decisions can become particularly difficult when there are high-profile news events that are dominating headlines in the mainstream media. As a financial...
3 Tips For Writing High-Quality Investor Letters
Writing quarterly letters to investors is a fact of life for portfolio managers, financial advisors, and other professionals in the asset management industry. Whether you operate a mutual fund that is legally required to send out a quarterly letter or you’re a...
How CFA Charterholders Can Become Investment-Grade Writers
While most CFA charterholders may not consider themselves to be professional writers, most of them spend a significant portion of their day writing. Whether it’s an email to their internal investment committee, a quarterly letter to their fund’s investors, or an...
Defining and Executing a Financial Marketing Process
This guest post was written by Shane Stiles, president of Gate 39 Media. Whether you’re a fund manager, investment advisor or broker, selling retail or institutional trading, or raising assets for a fund—marketing starts with a process. The goal of a well-defined...
FCS Chicago Examines “Marketing to Financial Advisors”
Chicago’s historic Printers Row neighborhood has undergone massive changes over the past several decades. Many of the buildings that once housed print shops have now been converted to loft condos, and the printing companies that remain have dramatically adapted their...
5 Keys to Incorporating Data in Financial Thought Leadership
Financial services professionals are used to dealing with data. Numbers and analytics are at the center of everything you do. Whether you’re a portfolio manager discussing the latest consumer confidence or housing starts numbers in a quarterly investor letter, or a...
To Increase Financial Content ROI, Focus on Basic Math
Creating thought leadership and other forms of branded content has essentially become table stakes for financial services firms. Today, every brand is a publisher. In this crowded environment, how do you rise above the noise and create content that delivers a positive...