Sarasin & Partners Case Study

Introduction   Sarasin & Partners are currently focused on evolving their brand to meet the needs of the next generation of wealth…

04 March 2 mins

AIM High: Marketing in Asia

Although the Asian asset management industry accounts for a mere 5 per cent of global investment fund assets,…

29 September < 1 min

5 questions you’ve always had about market segmentation

Investment managers are struggling to differentiate themselves in the eyes of investors. This is a challenge I come…

18 September 4 mins

AIM High: The essentials of the US market

The US asset management industry is the largest in the world with assets under management totalling over $50…

09 September < 1 min

Beacon: benchmarking made better

Beacon is the digital marketing benchmarking service for investment marketers. It is part of our Measurement service, alongside…

30 August 2 mins

Marketing automation: worth the effort?

At a recent workshop in our Academy programme, we asked the marketers 'who is currently using marketing automation…

14 August 4 mins

2020: so far, so digital

We recently held the user group meeting for our benchmarking service (Beacon). In addition to our usual review…

10 July 4 mins

Video: user group review

03 April < 1 min

User Group meeting 28th Feb 2020

Our February user group kicked off welcoming Natixis Investment Managers and BNP Paribas Asset Management to the group. Every new member brings…

06 March < 1 min

User Group meeting 8th Nov 2019

We recently held our User Group meeting for members of the Metrologis benchmarking peer group. We get together…

15 November 2 mins