LoweDown Blog
Tepid social media results may require a pivot in asset managers’ approach
Lately, I’ve been picking up on an overall malaise about social media—LinkedIn, in particular, since that’s where the vast majority of asset management industry posting and overall activity takes place (that’s where the financial advisors are). Many are not sure it’s “working,” they’re asking whether it’s “worth it” and suggesting maybe social media is even “over.” If you’re starting to question, you’re not [...]
SMAs and model portfolios stake their claim on asset manager websites
A recent sweep of asset manager websites confirms the trend: Mutual funds and ETFs increasingly are sharing website real estate with separately managed accounts (SMAs) and model portfolios. As market preferences shift, it makes sense that asset managers are becoming more public and explicit about what they do. Both SMAs and model portfolios are proving to be an effective means of building business [...]
The updated PESO model and the PR/marketing conversations it can help drive
For today’s post, both Lowe Group President & Founder Jody Lowe and Pat Allen, head of LG Digital, weigh in on the recently updated PESO model and the relevance of the underlying thinking to investment communicators. Jody's PR perspective: Yes to PESO—just maybe not in that order Most communications pros have seen the Venn diagram with the overlapping circles showing how Paid, Earned, [...]
New to marketing ETFs? Download our guide
What’s different about ETF marketing? An article in the Financial Times last week painted one picture, citing a scene across the street from the ETF Exchange conference in Miami: financial advisors on board a luxury superyacht “drinking ETF-themed cocktails, helping themselves to prime rib and smoking cigars.” Most telling: the event was sponsored by (wait for it) Dimensional Fund Advisors! DFA, which the FT [...]
Latest MuckRack survey sheds light on marketing/comms convergence, alignment
What’s everyone else doing? Of course, the investment industry is unique and, without question, investment marketers and communicators operate in an environment (including regulatory) that other communicators don’t. Even so, it can be interesting to learn how others approach their jobs. MuckRack recently published the results of a survey on a subject near and dear to our hearts—priority-setting, the collaboration between marketing and communications/public relations [...]