CMOs: Mystery Wrapped in a Riddle within an Enigma

The challenge is to increase, to move up. But what, and by what measure? Most senior level people within marketing tell me that their objective is revenue. Some say it’s about brand and brand awareness, and the rest will take … Continued

Differentiation for Success

If your industry is in a competitive equilibrium, the death of your business won’t matter to the world; some other undifferentiated competitor will always be ready to take your place. -Peter Thiel This is a simple concept. If your marketing, … Continued

Marketing Efficiently in a Strong Economy and Up Market

There is “administrative resistance” to optimizing marketing, while the economy and markets are rising. Why? “We are growing at 20% a year and are quite satisfied with that growth” is a common misconception and frequently sited reason for resisting change. … Continued

WANTED: Innovation in Hedge Funds

We could write about direct investing – the new landscape of lending – but most of the large allocations are still going to mainstream alternatives such as hedge funds (and VCs and PE). Unfortunately, the process in which strategies and … Continued

What Every Marketer Needs to Know About ALPHA

Alpha is the quest of our industry. The managers that consistently deliver Alpha have the greatest odds of winning new assets, and crossing into the AUM threshold of the big brands. Winning new assets is what makes marketers giddy. By … Continued

Finals Presentations: The Art of Winning

The stage is set. You’ve been working on this potential client for weeks or months, and the potential has narrowed the field to two or three finalists. You have built the relationship. They have properly stalked you and most of … Continued

How to Fall Back in Love with your Pitchbook

Investment managers (and this is true for all industries) spend way too much time perfecting their pitchbooks. Every meeting brings a tweak, accompanied with the feeling that each change may take more than a moment to update and add to … Continued

The 2 Most Crucial Factors to Customer-centric Marketing

The significance of customer-centric marketing in 2015 is undeniable, as marketing teams across industries are fixated on the goal of obtaining successful and measurable customer-centric strategies and programs. A whopping 80% of marketers have it as a primary focus according … Continued

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