Social Business in Asset Management

Asset management brands, wholesalers and financial advisors that post informative industry news and content create engagement with their customer audience and cultivate and attract loyal followers. Developing a professional presence and creating original, branded content will establish your leadership position in social channels, particularly on LinkedIn. 

Four Asset Manager Must Dos

  1. Write in a clear, simple voice for your audience to inspire confidence in your brand.

  2. Ensure content remains consistent with core company messaging.

  3. Develop a streamlined publishing workflow that allows compliance to evaluate, edit and approve content.

  4. Join groups to listen to, connect with and learn from industry professionals  and to position yourself as a thought leader.


  • 59% of LinkedIn users don’t have a Twitter account (

  • The number of social media users has risen by 176m in the last year (Social Media Today).

  • 12 new active mobile social users are added every second, that’s 1m per day (Social Media Today).

  • 54% of B2B marketers say they have generated leads from social media (CMO).


Satisfy your audience with the right content. Personalization of content for different audiences such as institutional versus individual investors assists your audience filter generalized content and access relevant information.

Be authentic and transparent. Create videos that provide tailored insights for investors, highlight company culture and utilize compelling graphics. Develop your voice as an expert in asset management. Publish research across professional forums and encourage debate to promote brand content.

Make social participation a core business communication strategy. Younger audiences evaluate you and your firm's reputation in social channels. Social media represents the opportunity to share expertise rather than simply stating that you are a leader in the market. Earn your reputation by listening to your customers needs and providing genuine and thoughtful guidance and advice.