A More Systematic Approach to Asset Gathering
For ETF Issuers and Asset Managers
The strategy, process, data and messaging to identify the optimal investors at scale, earn their attention and trust, and turn that into new AUM.
Asset Gathering Has Changed
Great Products Are No Longer Enough
The investment industry has never had more products, more data, or more ways to reach investors. It has also never been harder to get noticed as far too many products have under $100 million in AUM.
Fee Compression
Asset gathering efficiency is paramount to achieving product profitability, product stability, and must be measurable.
Fragmented Audiences
Institutions, advisors, and individuals have different needs and motivations, and require distinct messaging.
Too Many Choices
Over 5,000 ETFs now trade in the U.S. Screening tools, model portfolios, and AI make them easier to find, but not easier to choose.
Capital doesn’t move on its own. It moves on trust, and earning trust is equal parts science and art.
We Are an Investor Acquisition Firm.
Not a Marketing Agency.
One team. All the disciplines you need.
E5A is built around a simple idea: asset gathering should be treated as a systematic, data-driven, and measurable process, not just a goal.
Distribution Strategy
Data Science
Creative
Media
AI Enhanced Everything
E5A pairs investment-industry experience with modern marketing expertise—led by a former multifactor model CIO and ETF designer who has managed billions and knows the asset-gathering challenge from the inside.
The E5A Difference
Investor Sensibility,
Agency Craft
Our knowledge of asset gathering comes from firsthand experience winning mandates and managing assets in SMAs, ETFs, and hedge funds.
Proprietary Investor Datasets
We build and maintain proprietary datasets across the audiences that matter, from individual investors (UHNW, HNW, and HENRYs) to custom audiences built around the specific allocator profile for your strategy or product.
A Systematic,
Measurable Process
We identify prospects, measure behavior, and learn from every interaction. Rather than treating a campaign as a fixed media plan, we continuously refine targeting, messaging, and creative based on what the data tells us.
We Know Your Targets
First-Party Data.
Real-World Investors.
Proprietary Audiences Built for Asset Gathering
- Accountants
- Architects
- CFAs
- Consultants
- Dentists
- Doctors
- Engineers
- Lawyers
- MBA
- Pharmacists
- PhD
- Pilot’s License
- Real Estate Broker
- Recently Retired
- Scientists
- Season Ticket Holders
- Small & Mid C-Suite
- Veterinarians
- …and more being built.
Our Asset Gathering Marketing Guide
See how a more systematic approach to asset gathering works, from awareness to allocation.
Download Our Complimentary GuideBuilt by Someone Who Has Been
on Your Side of the Table
Andrew Corn is a former multifactor model CIO and ETF designer who has spent his career at the intersection of investment management, research, distribution, and marketing.
His work includes:
- Experience managing billions of dollars
- 11+ research notes published in Barron’s
- Contributor to InvestmentNews and WealthManagement
- Designed indices that were tracked by 4 ETFs and 2 UITs
- Research partnership with University Financial Services Analytics Labs
- Sold his firm. No conflicts of interest.
Let’s Talk About Your Asset-Gathering Opportunity
Read our complimentary guide or contact us to learn more.