The Battle for the Inbox: Email Delivery in Fund Marketing
Every IR and fund marketing team needs to worry about these stats: Outlook delivers just 75.6% of legitimate emails. Gmail delivers 87.2%. That gap represents important investors, and unless your email function is set up correctly, important emails are hitting spam or promotion folders. The problem is compounded because your open-rate dashboard won’t be telling […]
Referral Programs Deliver 1.6x More New Assets, But Most RIAs Still Don’t Have One
Charles Schwab’s newly released 2026 RIA Benchmarking Study puts a hard number on something the industry has long assumed but rarely measured. These are firms with a formal client referral program brought in 1.6 times more new client assets last year than firms working without one. The study, drawn from 1,236 RIA firms custodied with […]
BCG: Retail Investors Now Discover Funds on YouTube and Comparison Sites But Asset Managers Are Barely There
BCG’s newly published Global Asset Management Report 2026 delivers an uncomfortable data point for the industry’s marketers: the channels increasingly shaping where retail money goes are ones the industry has barely touched. In the firm’s April 26 report, “Distribution Is the New Source of Advantage in Asset Management,” BCG researchers write that comparison websites, social […]
Brunswick Survey: 93% of Institutional Investors Say They Won’t Invest Without Trusting Management – Even With Strong Numbers
Brunswick Group’s 2026 US Investor Survey, published in February and based on responses from 100 US institutional active-equity investors split evenly between long-only managers and hedge funds, puts a hard number on something IR teams have long suspected: trust outweighs performance. 93% of respondents said they would not invest in a company without trusting its […]
SEC’s Third Marketing Rule Risk Alert Puts Testimonials, Influencers, and Ratings Squarely in Exam Scope
On December 16, 2025, the SEC’s Division of Examinations published its third risk alert in under three years on the Advisers Act Marketing Rule, this one narrowing in on testimonials and endorsements and third-party ratings. The recurrence of alerts for June 2023, April 2024, and now December 2025, on the same rule tells you examiners […]
IR Teams’ AI Use Jumps From 6% to 42% in a Year – But a Measurement Gap Is Widening, Irwin Survey Finds
Investor relations software provider Irwin (a FactSet company) has published its State of Investor Relations 2026 report, based on responses from 223 IR professionals, consultants and executives globally. The headline number is stark: AI adoption within IR teams rose from 6% a year ago to 42% today, though Irwin’s researchers are careful to frame this […]
Schwab’s 2026 RIA Benchmarking Study: Marketing Strategy, Not Market Beta, Now Separates the Growth Leaders
Schwab’s 2026 RIA Benchmarking Study: Marketing Strategy, Not Market Beta, Now Separates the Growth Leaders Charles Schwab published its 2026 RIA Benchmarking Study this month, drawing on self-reported data from 1,236 independent advisory firms that custody assets with Schwab, collectively representing more than $2.5 trillion under management. Fielded between January and March 2026, it is […]
ProFundCom Launches AI Powered Copilot for Investor Engagement
ProFundCom today announced the launch of ProFundCom Copilot, a new AI powered assistant that enables Investor Relations, Distribution and Marketing teams to query their marketing data using natural language. Instead of navigating reports or building complex filters, users can simply ask questions such as “Who are our most engaged investors?” or “Which campaigns generated the […]
Product Update: Introducing ProFundCom Copilot
We are excited to introduce ProFundCom Copilot, an intelligent assistant designed to help Investor Relations, Distribution and Marketing teams get answers from their marketing data in seconds. Instread of living a world in the dark, or in Excel or PowerBI or Tableau and than searching through reports or building filters, you can simply ask a […]
ProFundCom Product & Service Notification 28th August 2026
As a user of the ProFundCom platform, we want to notify you that it has undergone some changes. We will send these notifications every time the platform is updated. AuM Catalyst Replaces Report Studio Impact: Medium Sections: Reporting Description: We’re pleased to introduce the latest evolution of Reporting Studio with the launch of the AuM […]
Introducing AuM Catalyst Reporting Suite: Finally, Analytics Built for Capital Raising
ProFundCom today announced the latest evolution of its reporting platform with the launch of AuM Catalyst Reporting Suite, an advanced investor engagement analytics suite designed specifically for asset managers, hedge funds, private equity firms and alternative managers. While most marketing platforms stop at reporting opens and clicks, AuM Catalyst goes further by helping investor relations […]
ProFundCom Launches AuM Catalyst Reporting Suite: Turning Investor Engagement Into Actionable Intelligence
ProFundCom today announced the latest evolution of its reporting platform with the launch of AuM Catalyst Reporting Suite, an advanced investor engagement analytics suite designed specifically for asset managers, hedge funds, private equity firms and alternative managers. While most marketing platforms stop at reporting opens and clicks, AuM Catalyst goes further by helping investor relations […]
3 Fund Marketing Principles Behind the Modern Investor Experience
Once, when guiding investors from awareness of a fund opportunity toward allocation, the linear sales funnel was gospel. But times have drastically changed. MarTech has boomed, and funds now face an endless G2 doomscroll of the kit at their disposal. But such platforms are part of a fund’s everyday life today, to cater to the […]
ProFundCom Product & Service Notification 28th June 2026
As a user of the ProFundCom platform, we want to notify you that it has undergone some changes. We will send these notifications every time the platform is updated. Update to HTML Editor Impact: Medium Sections: HTML Editor Description: We’re excited to announce that ProFundCom has upgraded its content editing experience with the latest HTML editor, […]
REPLAY::Marketing Mastery – A Guide to Winning with Investors with Matthias Knab, Founder & CEO of Opalesque.
REPLAY::Marketing Mastery – A Guide to Winning with Investors with Matthias Knab, Founder & CEO of Opalesque. As an investment manager, you already excel at portfolios, risk, and operations. But why do so many promising funds fail to scale? In this webinar we covered: Why pitching is “rigged” – and how to still win The […]
The Month in Digital Marketing for Finance – June 2026
The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month and looking forward to the month ahead. The team not only look to bring you the best articles for investment managers and hedge funds but also articles, in general, that marketers find useful. Marketing Week […]