Asset Management Marketing Budget Gap

December 17, 2024, Needham, MA –Despite favorable market conditions leading active mutual fund and ETF assets under management (AUM) to increase by 12%, during 2024 through September, the selling environment for active strategies continues to be challenging. Marketing is not immune to these issues. According to FUSE Research Network’s newly released Marketing 2024: Optimizing Marketing Strategies BenchMark study, marketing budgets as a percentage of revenue for surveyed asset managers, which range from 2% to 10%, lag most other financial services firms.

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