The report will enable subscribers to:

Improve Marketing ROI
Measure reach and impact of marketing to pinpoint what’s working to boost marketing ROI

Target Communication 
Increase the efficacy of targeted communication strategies using the most effective types of marketing outreach

Optimize Consultant Relationships
Establish stronger and more effective relationships with institutional consultants, OCIOs and OCIO search firms

• Web-based survey among a representative sample of 708 institutional investors with at least $100 million in institutional assets
• In-depth interviews (IDIs) with ten institutional consultants (three with $1 billion or more in assets under management (AUM) and seven with $10 billion or more in AUM), six outsourced chief investment officers (OCIOs) (all with $10 billion or more in AUM) and four OCIO search firms

• Most effective communication methods for evaluating new asset managers vs. keeping up-to-date with current managers
• Optimal contact frequency
• Changes in communication with asset managers and consultants
• Brand engagement across 12 outreach channels, noting the firms achieving the broadest reach
  Channels Include: 
  • Advertising
  • Media coverage
  • Company representative
  • Website visits
  • Email
  • Consultant conversations
  • Financial advisor conversations
  • Social media
  • Webinars/webcasts
  • Podcasts
  • Conferences/events
  • Print material
• Specific industry events (in-person or virtual) considered best in class
• Print and online media consumption
  Print Publications Include:
  • Chief Investment Officer Magazine
  • Institutional Investor
  • Pensions & Investments
  • The Wall Street Journal
  • Barron’s
  • Financial Times
  • Investment News
  • Chronicle of Philanthropy
  • The Economist
  • The New York Times
  Online Publications Include:
  • plansponsor.com
  • bloomberg.com
  • cnbc.com
  • wsj.com
  • pionline.com
  • institutionalinvestor.com
  • philanthropy.com
  • fundfire.com
  • barrons.com
  • investmentnews.com
  • newyorktimes.com
  • assettv.com
  • ai-cio.com
  • finance.yahoo.com
• Communication advice from consultants

Publication Date: March 2022
Deliverables:

• Detailed report including a summary of findings and strategic implications
• By request: Custom data cuts by senior analysis
• By request: Custom strategy session/presentation designed to deliver actionable results and facilitate strategic planning