The AuM Catalyst - June 2024

The AuM Catalyst - June 2024


Your monthly mix for meaningful fund marketing from ProFundCom

June 2024 Hello again! Can we dub June “The Month of the Hedge Fund”? As you’ll see from this edition of The AuM Catalyst, there’s plenty to discover about that space in particular: a bumper survey report, and its subsequent roundtable that I had the pleasure to sit on. But fear not, other sectors! The rate of tech change, political shifts, and asset diversification are all universal, and it’s our ongoing mission here to keep both ears on the ground to unearth many gems for AuM boosting success. Whether that’s rejigging your data analytics or going more left-field with fund marketing, it’s all here in our own version of a selection box. (If chocolate could be sent via email, we’d try!).? Who said "Life is like a box of chocolates"!!! Warmest Pd

The Month in Fund Marketing – May 2024

For digital marketers in finance, our handy run-through brings all the most valuable developments, research reports and opinions together in one place. Included this time:?

尼尔森 ?on balancing marketing budgets for 2024's ROI plans

Alpha Agency (formerly White Marble Consulting) ?on bringing lead generation to life with tech tools

Marketing Week ?on gaining a full view of tracked client referrals

View all articles here

The Dynamo Frontline Insight Report: Trends, Challenges, & Insights from Leading Hedge Funds

Around the world, the alternative investments marketplace is caught in a maelstrom of change. With that, strategic shifts are a necessity. Dynamo Software, in collaboration with our team at ProFundCom and Dakota, presents its premiere research report: an examination of the challenges, trends, and responses to the broader hedge fund universe based on a survey conducted with leading firms. Touching on themes including asset diversification, geopolitical and economic factors, and the role of cutting-edge technologies, it’s a comparative document that paints a vivid picture of the current landscape to help predict its fascinating future. Used in conjunction with our expert panel webinar (see further down!), we hope these materials provide an excellent actionable snapshot for everyone involved in the space.

Download your copy

Product updates

We always keep our users informed about any alterations to the ProFundCom platform. You can find out all the extra details here, which include:

  • [Templates] An Outlook HTML bug fix
  • [Reporting] The LeadDeck reports potential new investors in yellow
  • [Reporting] The LeadDeck reports on cohorts for better ABM
  • [Reporting] Data grids can have data imported directly into Excel
  • [Templates] Market sentiment is available in the Template Delivery Studio
  • [Platform] Improved database performance
  • [Event Manager] Multiple micro-updates
  • [Reporting] New charts for monthly, quarterly, and annual emails

Navigating the Future of Hedge Fund Management [Replay]

The environment surrounding hedge fund management is changing. For firms to keep up, understanding the digital tools available and honing whole new strategies can double up to prove success. But what are they? Hosted by Dynamo Software’s Donna Parent, Paul Das joined their VP of Product David Waldman, Dakota’s CEO and Founder Gui Costin and a very special industry guest to discuss:

  • Market developments and implications
  • AI integrations
  • Predictive analysis into the future

View the webinar

Blog digest

The 3-step Roadmap for Pursuing AI Projects With greater AI investment, these side project steps can boost your AUM too. Read more. How Asset Managers Can Mature Their Data Analytics Journeys Analytics could equal 30% higher revenue; why not give them a chance??Read more. What Are The Top Challenges For Email Marketing For Fund Managers? Curbing prominent email hurdles is as easy as five simple steps. Read more.

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