An innovative approach to fund marketing can help ETF managers gain exposure in a fiercely competitive industry, but many forget this key tactic that could make or break the success of their ETF.
The ETF industry has seen remarkable growth in recent years with tremendous potential for future increases in assets and trading in the coming years[1]. The fast-growing ETF space has generated fierce competition making fund marketing a critical part of the entire ETF process.
When looking to get your ETF noticed, ETC suggests a compelling message and a strong digital presence, but most of all, getting out there and telling the story of your fund. There are some important tactics, learned from years of experience, that ETC recommends to our ETF clients.
Your Ticker is Essential
Since ETFs are publicly traded on an exchange, keeping the fund's ticker prominent in all marketing materials is vital when raising assets for your ETF. Fund managers that choose not to use the ticker front and center are missing a major opportunity that could make or break the success of the fund.
Tell Your Unique Story
Funds should not rely on a single, standard pitch or marketing approach. Targeting investors is an art that involves identifying unique characteristics that set your fund apart – then being able to articulate that story to the public.
Strong Digital Marketing Presence
Digital marketing is a vital component in a fund's overall marketing strategy. Since many investors begin their search for investment ideas online, virtual visibility is essential for the commercial success of your fund. Digital Marketing is a cost-effective way to deliver tailored messaging to a targeted group online.
Your Face Here
ETFs are public in nature, so having a good public relations strategy can get your fund and advisory business elevated exposure from publicity opportunities that come with launching an ETF. Bell Ringing, CNBC interviews, and Podcast appearances are just some of the ways to tell your ETF’s story, become a thought leader, and promote your RIA or SMA business.
Effective ETF marketing is essential for attracting investors and growing your AUM. ETC recognizes that each ETF is unique, which is why we work with each client to understand their fund objectives. We create a marketing plan that includes key tactics and strategic initiatives to enhance your ETFs profile and visibility – all while maintaining FINRA compliance.
ETC works with funds of all sizes to develop and implement innovative ETF marketing plans, contact us today to get started with our marketing services.
Related Content:
ETFs: The Missing Piece of your Business? |
Marketing helps your fund stand out in a crowded field |
The Granddaddy ETF Turns 30: Jay Baker reflects |
| Creating your own ETF seeks to deliver cost-effective and tax-efficient benefits that could be essential when positioning your business for growth. | Individual ETF Issuers, mutual fund Issuers, and SMA Managers can all tap into ETC's strategic marketing initiatives to gain exposure in the marketplace. | ETC’s Jay Baker reflects on the 30th birthday of SPY, how it correlates to the ETF space today, and what he envisions for the future of ETFs. |
| Read More ⟶ | Read More ⟶ | Read More ⟶ |
[1] ETF US Net Assets, statista.com, 6/2022
Important Disclosures
Exchange Traded Concepts is an SEC Registered Investment Adviser. The Firm's Form ADV is publicly available and can be found here: https://www.adviserinfo.sec.gov/Firm/151197. ETC may be subject to various conflicts of interest in the provision of its services. Potential conflicts of interest shall be identified in the Firm's Form ADV. The Exchange Traded Funds are referred to as "Funds" for purposes of this document. ETC transacts business in the United States and other jurisdictions where it is properly registered or excluded or exempted from registration requirements. This document does not constitute an offer of services in jurisdictions where ETC does not have the necessary licenses.
No representation is made that any Fund's investment process, objectives, goals or risk management techniques will or are likely to be achieved or be successful or that any Fund or any underlying investment will make any profit or will not sustain losses. The risks of investing in a Fund will not be negated by ETC's Fund services, and no assurance is given that a Fund will not be exposed to risks of significant trading losses.
The information provided herein does not constitute tax, legal or accounting advice. ETC does not provide legal, financial, accounting or tax advice. Clients and prospective Clients, as well as investors and prospective investors in a Fund ("Investors") are advised to seek the counsel of their own legal, financial and tax advisors for all matters relating to the services and structures contemplated herein. Each Investor (either alone or with its professional advisors) is solely responsible for its own due diligence, risk assessment and tolerance, investment objectives, any decision to invest in a Fund, and for monitoring its investment for purposes of determining whether it wishes to remain invested in such product and whether such product continues to be appropriate for its circumstances and requirements.
The information provided herein: (a) is provided as of the date indicated, (b) is in summary only and is not complete, and (c) is subject to change at any time without notice. Certain information provided by ETC is based on third-party sources and, although generally believed to be reliable, has not been independently verified. ETC is not responsible for errors or omissions from these sources. No representation is made with respect to the accuracy, completeness, or timeliness of such information, and ETC assumes no obligation to update or otherwise revise such information. In no event will ETC be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with the use of the information contained herein, even if advised of the possibility of such damages. ETC and its respective employees and its affiliates hereby exclude, to the extent permitted by applicable law, all liability in connection with the use of the information herein.
Interests in Funds will not be insured by the FDIC, the SIPC or any other organization, will not be deposits of any bank, and are not guaranteed by any bank.