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CASE STUDY

Asset Manager Relaunches
Events Strategy

How one asset manager successfully revamped events to increase engagement and serve investors based on what they need right now.

CHALLENGES

HOW THEY RESPONDED

Differentiate events.

The firm knew competitors were also rethinking their investor events, so they devised a strategy to stand out, focusing on strengths and areas they can effectively own in the marketplace.

Less noise, greater impact.

Doubled down on the market outlook events they were already known for — showcasing the unique thinking of well-known experts. 

Make decisions based on data.

To deliver a successful strategy, the asset Data manager needed to understand exactly what investors expect right now and how they want to be served.

Take the pulse of investors.

Surveyed investors on their event preferences, and used what they learned to create a strategy for shifting needs and attitudes.

Deliver a hybrid strategy.

The firm saw there was no single way to offer events — either live or virtual — that was going to work for all. They needed to bring together the dynamism of in-person events with the practicality and scale of digital.

Combine the best of both worlds.

  • Livestreamed events and engaged remote Delivery audiences in Q&A and interactive polls.
  • Delivered food and drink baskets to virtual attendees to replicate in-person dining experience.

Create efficiencies.

With their new hybrid approach, the asset manager sought ways to create greater efficiencies, increasing the impact of their market insights content and events. One key element was including financial advisors in the event planning and feedback processes.

Do more with what you have.

Offered abridged recordings of events online for on-demand viewing, encouraging financial advisors to share with their clients.

DifferentiationIcon
CHALLENGE

Differentiate events.

The firm knew competitors were also rethinking their investor events, so they devised a strategy to stand out, focusing on strengths and areas they can effectively own in the marketplace.

HOW THEY RESPONDED

Less noise, greater impact.

The firm knew competitors were also rethinking their investor events, so they devised a strategy to stand out, focusing on strengths and areas they can effectively own in the marketplace.

DataIcon
CHALLENGE

Make decisions based on data.

To deliver a successful strategy, the asset Data manager needed to understand exactly what investors expect right now and how they want to be served.

HOW THEY RESPONDED

Take the pulse of investors.

Surveyed investors on their event preferences, and used what they learned to create a strategy for shifting needs and attitudes.

DeliveryIcon
CHALLENGE

Deliver a hybrid strategy.

The firm saw there was no single way to offer events — either live or virtual — that was going to work for all. They needed to bring together the dynamism of in-person events with the practicality and scale of digital.

HOW THEY RESPONDED

Combine the best of both worlds.

  • Livestreamed events and engaged remote Delivery audiences in Q&A and interactive polls.
  • Delivered food and drink baskets to virtual attendees to replicate in-person dining experience.
DistributionIcon
CHALLENGE

Create efficiencies.

With their new hybrid approach, the asset manager sought ways to create greater efficiencies, increasing the impact of their market insights content and events. One key element was including financial advisors in the event planning and feedback processes.

HOW THEY RESPONDED

Do more with what you have.

Offered abridged recordings of events online for on-demand viewing, encouraging financial advisors to share with their clients.