The Directive

For asset managers, understanding the effectiveness of digital marketing efforts has been a longstanding problem. Firms either compare themselves to themselves or look at broad, inaccurate “financial services” data. Neither is good enough, especially at a time when digital marketing is more important than ever when it comes to engaging clients.

The Directive is a digital marketing data service specific to asset management. Starting with global e-mail efforts, The Directive provides exhaustive insight on your performance relative to your true peers.

We examine 20+ variables – content, audience, firm-specific — related to e-mail campaign execution to establish benchmarks, correlations, and qualitative perspectives on what does and does not impact success.

Semi-annual, customized reports to assess your relative success and evaluate your approach.