Here’s a great piece to download on professional investor engagement.

Every year our clients send over 30 million emails to professional investors across Europe, the US and Asia. We promote over 1,000 events and scores of competitions and surveys. That amounts to 65 million actions, and we’ve been doing this since 2001 so that amounts to… umm… A LOT of analytical data.

You could call it Big Data. We say data geek heaven.

In 2007, we started asking UK IFAs what they loved about emails they received from fund providers. We compared this viewpoint against our empirical data, put it into a neat little pamphlet, and thus our Digital Marketing Survey (DMS) was born.

Since then, we’ve completed DMS each year, gathering input from over 1,000 advisers and identifying trends on how they engage with email, how they work on the road, what makes them go to events and how they feel about social media.

In 2012, we expanded DMS to also cover the US and have seen some cool trends emerge over the past two years:

  • Mobile is booming – over 70% of advisers access their email on the road
  • 72% of users want to self-select content
  • Advisers’ social media usage is up 44% from last year – LinkedIn is king

We bundle this data up into a product called Insight, in which we take one of your communications – say a Market Commentary email – and compare it to your peer group. But more on that another time.

You can download our past DMSs below or email for a beautiful print piece. Enjoy!

pdficon_large[1] DMS 2013 – UK version (6.52 MB)

pdficon_large[1] DMS 2013 – US version (4.23 MB)