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Case Study
Guiding compliant ETF promotion across US and UK social markets
Client type
Alternatives Managers & Private Markets
Client Challenges
A European asset manager ($2trn+ AUM) needed clarity on promoting ETFs across social media in regulated markets. Requirements varied between the US and UK, creating complexity. A structured, compliant approach was required to improve consistency and reduce risk.
alpha approach
Alpha developed a research methodology combining competitor benchmarking, positioning analysis and regulatory review. The team assessed ETF promotion approaches across key players and markets, interpreted regulatory guidance to define practical implications for social content, and synthesised findings into clear, actionable recommendations. This enabled the asset manager to align social promotion with regulation while improving consistency and effectiveness.
How we delivered lasting value
Turning insight into impact
Clear regulatory guidance reducing compliance risk
Translated complex regulations into actionable guidance. Improved confidence in compliant social promotion.
Competitive benchmarking strengthening market positioning
Analyzed competitor activity and rankings. Identified opportunities to differentiate ETF promotion approach.
Structured methodology enabling repeatable optimization
Defined consistent evaluation framework. Supported ongoing refinement of social strategy across markets.
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