#SOCIALMEDIASTUDIES

#WHOREMEMBERS?

1.6bnAccounts

414mAccounts

305mAccounts

>1bnUsers

#SOCIALMEDIAUSERS#2015WORLDWIDEACTIVE

#FORTUNE500INSOCIALMEDIA#PRESENCESELECTEDMEDIA

% of Fortune 500 Companies on Selected Social Media

#WHATABOUTASSETMANAGERS?#ALLINNOW

AuM is no longer a factor

in Social Media usage

Europe is catching up

Affiliated AMs

even the ranking

#WHATABOUTUS?#ASSETMANAGEMENT

89%60%

of AMs are

present on

Social Media

in 2016

In 2013

21%9%

of AMs interact

on Social Media

in 2016

In 2013

#REALTIMEINTERACTIONS#ASSETMANAGEMENT

Robo-advisors lead the way

Millennials expect Real Time exchanges

#NOLONGERONLYMARKETING#JOBS#EDUCATION#PRODUCT

Corporate

InformationRecruitment

Industry

Education

Product/Market

Information

#SOCIALMEDIAREGULATIONS#ASSETMANAGEMENT

1. Risk Management Governance

2. Employee Training Programmes

3. Supervision of associated persons

4. Ex-ante content supervision

5. Communications’ record archiving

#THE2016RANKING#ASSETMANAGEMENT

7 Schroders

8

1 Blackrock/iShares

#THE2016RANKING

2 Vanguard Group

3 Charles Schwab

4 Fidelity Investments

5 Franklin Templeton

6 T.Rowe Price

9 PIMCO

10 Aberdeen AM

Amundi AM

Invesco

Robeco (ORIX group)

11

12

#WHAT’SESSENTIAL?#SOCIALMEDIA&ASSETMANAGEMENT

Sturdy Governance & Communication plans

Capability to “listen”

Consistency in interactions’ engagement

#THERISKS#SOCIALMEDIA&ASSETMANAGEMENT

Over controlling procedures

Lacking the human touch

Scepticism

#WHAT’SNEXT?#ASSETMANAGEMENT

Disintermediation of distribution 1

• A whole new world of opportunities

• Brand is essential

• Need to be inventive

• Data Analytics

• In depth customer knowledge

• Customer loyalty

Client Profiling & Targeting 2

Cost Savings 3

• Product Testing & R&D

• Client Servicing

• Travel

• Advertising & Promotion costs

The Community

InvestorsDistributors

Advisors

Press Competitors

StaffRegulators

The Markets

Institutional Investors

Retail Investors

Search

View

Results

Tweet

Message Like

Forward

Brand

SystemRetweet

Share

Opinion

VK

FacebookSnapshatYouTube

MediaJobs LinkedIn

Blogs

Listen

Intelligence

Platform

Results

MonitorLists

Touched

Product

R&DResults

ReviewHappen

Keep

Effective

Readers

Google+

Presence

E-rep

Ethical

Support

Survey

Target Account

ClickCreate

ConversationExchange

Setting

Privacy Review Strategy

Endorsement

Traffic

Readers

User Relations Relations

Point

TwitterWatch

RSS

Flickr

Sharing

Photo

Video

Webinar

Wiki

Community management 4

#FINDUSON