GITNUXREPORT 2025

Marketing In The Asset Management Industry Statistics

Digital marketing now crucial, personalized, effective, and heavily prioritized by asset managers.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

Our Commitment to Accuracy

Rigorous fact-checking • Reputable sources • Regular updatesLearn more

Statistic 1

Only 30% of asset managers have a dedicated content marketing team

Statistic 2

85% of asset management firms use social media platforms to promote their funds

Statistic 3

45% of asset managers reported improved client engagement after implementing digital content strategies

Statistic 4

66% of asset managers find influencer marketing effective in building trust

Statistic 5

43% of asset managers leverage client testimonials and case studies in their marketing efforts

Statistic 6

46% of investors say social media activity impacts their perception of a fund's credibility

Statistic 7

68% of asset managers believe content marketing improves brand awareness

Statistic 8

49% of asset managers have increased their content output post-pandemic

Statistic 9

64% of firms believe that video content significantly boosts engagement

Statistic 10

20% of digital marketing budgets are allocated toward influencer collaborations

Statistic 11

65% of marketeers in asset management see content marketing as a top priority for 2024

Statistic 12

72% of respondents in a survey believe social media increases visibility and credibility

Statistic 13

54% of asset managers use podcasts as a content distribution channel

Statistic 14

54% of asset management firms plan to expand their digital marketing team size in 2024

Statistic 15

78% of asset managers consider digital marketing a critical component of their overall marketing strategy

Statistic 16

60% of asset management firms plan to increase their digital marketing budgets over the next year

Statistic 17

48% of asset managers plan to adopt video marketing in the next year

Statistic 18

80% of firms believe that data-driven marketing improves their client acquisition rates

Statistic 19

30% of asset management firms have dedicated teams for digital marketing versus traditional channels

Statistic 20

61% of firms plan to use programmatic advertising to reach targeted audiences

Statistic 21

58% of firms are investing in marketing automation tools to improve client communication

Statistic 22

47% of asset management firms plan to enhance their digital branding efforts in 2024

Statistic 23

50% of firms plan to integrate more AI-driven personalization into their marketing content

Statistic 24

65% of asset management firms have increased investment into digital marketing infrastructure in 2023

Statistic 25

66% of marketing budgets in asset management are allocated to digital channels and content

Statistic 26

72% of clients expect consistent digital communication across all channels

Statistic 27

65% of investors say they would switch asset managers for better digital communication

Statistic 28

52% of ultra-high-net-worth investors prefer receiving tailored messaging via digital channels

Statistic 29

55% of institutions look for fund information online before making an investment decision

Statistic 30

70% of investors use mobile devices to research asset management firms

Statistic 31

22% of investors consider digital marketing a top factor influencing their choice of asset manager

Statistic 32

54% of asset managers report that personalized content increases client retention

Statistic 33

33% of investors engage with asset management firms via webinars and online seminars

Statistic 34

70% of investors prefer reading articles and blogs from asset managers over other content types

Statistic 35

50% of high-net-worth individuals prefer digital access to investment portfolios and updates

Statistic 36

33% of investors prefer to receive updates through digital newsletters rather than traditional mail

Statistic 37

74% of institutional investors research fund managers online before engagement

Statistic 38

69% of investors are influenced by digital reviews and ratings when choosing funds

Statistic 39

57% of investors follow their asset managers on social media for updates

Statistic 40

85% of clients expect asset managers to provide digital tools for portfolio management

Statistic 41

75% of investors rely on digital research before making investment decisions

Statistic 42

31% of investors prefer digital channels over traditional face-to-face interactions

Statistic 43

79% of investors value transparency and digital reporting from asset managers

Statistic 44

28% of investors follow their investment funds via mobile apps

Statistic 45

40% of asset managers feel their digital marketing efforts are highly effective

Statistic 46

49% of asset management firms measure ROI on digital campaigns

Statistic 47

25% of asset managers report challenges in measuring digital marketing success

Statistic 48

23% of executives see their digital marketing ROI as above industry average

Statistic 49

45% of asset managers report that their digital campaigns have led to measurable increases in client inquiries

Statistic 50

38% of asset managers use AI-driven analytics to guide their marketing campaigns

Statistic 51

72% of asset managers plan to enhance their digital customer experience in 2024

Statistic 52

22% of assets under management are now influenced by digital marketing efforts

Statistic 53

85% of asset management websites are optimized for mobile devices

Statistic 54

41% of asset managers utilize chatbots for client service and lead generation

Statistic 55

44% of asset managers believe compliance concerns limit their digital marketing activities

Statistic 56

39% of asset managers use data visualization tools in their marketing content

Slide 1 of 56

Sources

Our Reports have been cited by:

Trust Badges - Publications that have cited our reports

Key Highlights

78% of asset managers consider digital marketing a critical component of their overall marketing strategy
65% of investors say they would switch asset managers for better digital communication
Only 30% of asset managers have a dedicated content marketing team
52% of ultra-high-net-worth investors prefer receiving tailored messaging via digital channels
85% of asset management firms use social media platforms to promote their funds
40% of asset managers feel their digital marketing efforts are highly effective
55% of institutions look for fund information online before making an investment decision
70% of investors use mobile devices to research asset management firms
60% of asset management firms plan to increase their digital marketing budgets over the next year
45% of asset managers reported improved client engagement after implementing digital content strategies
38% of asset managers use AI-driven analytics to guide their marketing campaigns
22% of investors consider digital marketing a top factor influencing their choice of asset manager
48% of asset managers plan to adopt video marketing in the next year

In a digital-first era where 78% of asset managers see digital marketing as vital, mastering the art of online engagement has become the key to attracting and retaining investors in the asset management industry.

Content Marketing and Social Media Influence

Only 30% of asset managers have a dedicated content marketing team
85% of asset management firms use social media platforms to promote their funds
45% of asset managers reported improved client engagement after implementing digital content strategies
66% of asset managers find influencer marketing effective in building trust
43% of asset managers leverage client testimonials and case studies in their marketing efforts
46% of investors say social media activity impacts their perception of a fund's credibility
68% of asset managers believe content marketing improves brand awareness
49% of asset managers have increased their content output post-pandemic
64% of firms believe that video content significantly boosts engagement
20% of digital marketing budgets are allocated toward influencer collaborations
65% of marketeers in asset management see content marketing as a top priority for 2024
72% of respondents in a survey believe social media increases visibility and credibility
54% of asset managers use podcasts as a content distribution channel
54% of asset management firms plan to expand their digital marketing team size in 2024

Content Marketing and Social Media Influence Interpretation

Despite over two-thirds recognizing content marketing as essential, only 30% of asset managers dedicate a team to it, suggesting that many are still trying to harvest the benefits of digital visibility on a shoestring while seeing social media, influencer partnerships, and engaging content as vital tools to boost credibility and client trust—if only they could allocate more resources to truly master the art.

Digital Marketing Adoption and Strategies

78% of asset managers consider digital marketing a critical component of their overall marketing strategy
60% of asset management firms plan to increase their digital marketing budgets over the next year
48% of asset managers plan to adopt video marketing in the next year
80% of firms believe that data-driven marketing improves their client acquisition rates
30% of asset management firms have dedicated teams for digital marketing versus traditional channels
61% of firms plan to use programmatic advertising to reach targeted audiences
58% of firms are investing in marketing automation tools to improve client communication
47% of asset management firms plan to enhance their digital branding efforts in 2024
50% of firms plan to integrate more AI-driven personalization into their marketing content
65% of asset management firms have increased investment into digital marketing infrastructure in 2023
66% of marketing budgets in asset management are allocated to digital channels and content
72% of clients expect consistent digital communication across all channels

Digital Marketing Adoption and Strategies Interpretation

As asset managers increasingly embrace digital transformation—pouring over half their budgets into data-driven, automated, and AI-personalized marketing efforts—they underscore that in the race to client engagement, those who innovate digitally are most likely to win, especially as 72% of clients now demand seamless digital communication across all channels.

Investor Preferences and Engagement

65% of investors say they would switch asset managers for better digital communication
52% of ultra-high-net-worth investors prefer receiving tailored messaging via digital channels
55% of institutions look for fund information online before making an investment decision
70% of investors use mobile devices to research asset management firms
22% of investors consider digital marketing a top factor influencing their choice of asset manager
54% of asset managers report that personalized content increases client retention
33% of investors engage with asset management firms via webinars and online seminars
70% of investors prefer reading articles and blogs from asset managers over other content types
50% of high-net-worth individuals prefer digital access to investment portfolios and updates
33% of investors prefer to receive updates through digital newsletters rather than traditional mail
74% of institutional investors research fund managers online before engagement
69% of investors are influenced by digital reviews and ratings when choosing funds
57% of investors follow their asset managers on social media for updates
85% of clients expect asset managers to provide digital tools for portfolio management
75% of investors rely on digital research before making investment decisions
31% of investors prefer digital channels over traditional face-to-face interactions
79% of investors value transparency and digital reporting from asset managers
28% of investors follow their investment funds via mobile apps

Investor Preferences and Engagement Interpretation

In an industry where trust still counts, this data underscores that nearly three-quarters of investors now favor digital channels—highlighting that asset managers who ignore the screen risk being left behind in favor of those who truly speak the language of modern investors.

Measurement, ROI, and Future Investments

40% of asset managers feel their digital marketing efforts are highly effective
49% of asset management firms measure ROI on digital campaigns
25% of asset managers report challenges in measuring digital marketing success
23% of executives see their digital marketing ROI as above industry average
45% of asset managers report that their digital campaigns have led to measurable increases in client inquiries

Measurement, ROI, and Future Investments Interpretation

While nearly half of asset managers are tracking ROI and almost a quarter see their digital marketing outperforming industry averages, the persistent challenge for many remains accurately measuring success—a reminder that in the digital age, even impressive results still require a crystal-clear metric.

Technology and Data Utilization in Asset Management

38% of asset managers use AI-driven analytics to guide their marketing campaigns
72% of asset managers plan to enhance their digital customer experience in 2024
22% of assets under management are now influenced by digital marketing efforts
85% of asset management websites are optimized for mobile devices
41% of asset managers utilize chatbots for client service and lead generation
44% of asset managers believe compliance concerns limit their digital marketing activities
39% of asset managers use data visualization tools in their marketing content

Technology and Data Utilization in Asset Management Interpretation

As asset managers increasingly embrace AI and digital innovations—despite some compliance hurdles—it's clear that the industry is racing toward a Future of smarter, more customer-centric marketing that's as mobile and data-savvy as the clients it serves.