INSIGHTS & IDEAS

Beware the Three P’s

This article recently appeared in Opalesque New Managers (Issue 61, May 2017) – an online news publication focusing on the global emerging hedge fund manager.

We often hear hedge fund managers say that marketing a fund all boils down to “pedigree, process and performance.” It’s important to note that many of these managers are marketing their funds primarily to high-net-worth investors. We believe that these managers are inadvertently defaulting to an institutional approach—one that will not serve them particularly well in the HNW marketplace.

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Don’t Tell Them How Good You Are. Show Them!

This article recently appeared in Opalesque New Managers (Issue 58, February 2017) – an online news publication focusing on the global emerging hedge fund manager.

Wouldn’t you be dubious?
When somebody tells you that they have a unique, innovative business model, doesn’t your skepticism kick in and prod you to think, “I’ll decide for myself just how unique and innovative it is after I see what it’s all about”?

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For a Pitch Book That Really Works, Try Thinking “Outside-In”

This article recently appeared in Opalesque New Managers (Issue 56, November 2016) – an online news publication focusing on the global emerging hedge fund manager.

In working with emerging hedge fund managers, our firm gets to look at a lot of pitch books every year—the good, the bad and the ugly. And more often than not, the pitch books we see suffer from a shortcoming that’s right out of Marketing 101.

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Insurance Industry Trends: Positive for Middle-Market Consumers

Working with insurance companies is a key component of our business model, so we like to keep our eye on industry trends. And the current trends we’ve all been reading and hearing about seem quite positive for consumers. This is particularly true for consumers in the middle-income tiers, a somewhat untapped and underserved market.

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What about “content marketing”?

You’ve probably been hearing the buzz words “content marketing” a lot lately.  And there are good reasons why.  Every day, more and more financial services firms are using content marketing to engage potential clients and build brand trust. What it’s all about The...

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IQ Financial Marketing Corp

New York, NY

212.671.1205

info@iqfinancialmarketing.com