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The Future of Marketing and Regulatory Communications

A survey of leading asset managers.

Asset management marketing and regulatory communications teams operate in an intense, fast-paced environment. You need to drive big ideas for sales and marketing—and master the smallest details in your regulatory communications. You’re constantly asked to do more with less. You coordinate internal and external partners, leverage complex technology, manage vast amounts of content and efficiently delegate tasks across multiple teams.


We surveyed asset managers to find out what they do today and what they plan to do in the future. Our research found that asset managers employ a wide variety of practices. Some rely on outside resources more than others. And cost isn’t always the deciding factor when it comes to innovation.

On behalf of Broadridge, Naissance conducted a survey of 27 leading asset managers at firms with $25+ billion in AUM, revealing:

  • How asset managers create and distribute communications, such as fact sheets, pitch books, product brochures, prospectuses and fund reports
  • The extent to which they rely on outside resources
  • Top priorities for execution
  • Plans for future innovation

Find out how you stack up to your peers—and see where the industry is headed next.

Download the report to learn more

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