Marketing Research & Consulting for Investment Managers

We create content including factsheets, pitchbooks, website copy, white papers and scripts, and advise on content and digital marketing strategy.

We also conduct research in areas including conference strategy and competitor positioning, and maintain a directory of products and services used by fund marketers.

We provide marketing research and consulting for investment managers, including hedge funds, private equity firms and long-only managers.

Our goal is to help investment managers connect with more prospects and convert more prospects into clients. We do this through smart research, compelling marketing content and thoughtful strategy.

Consulting services

Messaging & Content

We create content for marketing materials and write thought leadership articles to enhance the sales process and facilitate growth.

We also help firms develop effective messaging structures and embed them throughout their organizations. We can conduct positioning and perception studies to understand external views.

Content & Digital Marketing

We help investment managers identify and produce unique and compelling thought leadership content to build visibility and enhance their reputation among target audiences.

We also advise on digital strategy, helping firms use websites, social media, SEO, analytics and email marketing to reach prospective clients and understand their needs.

Conferences & Associations Research

We conduct comprehensive research to find conferences and events that help clients meet specific business objectives, and advise on how to maximize the value of participation.

Similarly, we research and identify associations and groups for firms to join, and assist with strategies to engage with other members.

conferences database

The FiLists Database

From 2019-2022 we built and offered a proprietary database of conferences, groups, associations, media and awards across financial and investment sectors. We currently use the database to find marketing opportunities for clients, as well as to create comprehensive, custom reports on conferences and groups that help firms achieve specific business goals.

The FiLists database of financial and investment events, groups and awards.
service provider databAse

The Fund Marketer

We created The Fund Marketer website to list and profile service providers and products that are of interest to client-facing professionals at hedge funds, private equity firms and long-only managers. The database helps fund marketing, sales and investor relations professionals find resources for raising capital and serving clients.


Ed Rowley

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Ed provides marketing consulting and content production for investment managers. He also conducts research related to fund marketing.

Ed previously was head of US Marketing and Communications for Man Group and Head of Corporate Communications for Financial Risk Management (FRM). He also advised dozens of investment managers across strategies in his roles with communications agencies.

More recently, Ed built the FiLists database of financial industry conferences, associations, awards and media. He also launched The Fund Marketer, an online directory of products and service providers for client-facing professionals at investment managers.


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FiLists, LLC
P.O. Box 7402
Wilton, CT 06897