Product
Alpha Marketing Directive
A benchmarking and advisory service that measures only asset managers to improve your digital marketing
The challenge isn’t measuring performance. It’s knowing where you stand and getting ahead of what comes next.
The Alpha Marketing Directive helps asset management marketing teams make informed decisions by sharing actionable insights, industry benchmarks and proven best practices.
Our proprietary data gives you a clear view of your digital marketing performance so you can strengthen your approach and stay ahead of industry trends across four key digital channels.
Strategy based on evidence, not gut instinct
In an increasingly competitive digital landscape, knowing how your marketing performance compares with your peers is essential – yet often difficult to establish.
Without reliable industry benchmarks, firms risk making decisions in isolation, misallocating resources and missing opportunities to improve. Strong engagement figures alone don’t tell the full story; understanding what good looks like across channels, where competitors are gaining ground and which strategies deliver results is what drives meaningful progress.
Alpha Marketing Directive closes this gap, giving firms the benchmarks, ongoing insight and expert guidance needed to understand their position, identify areas for improvement, and make more confident, evidence-led marketing decisions.
How it works
Alpha Marketing Directive operates across three stages:
Contribute
Members share performance data across email, web, webinars, and social, with no recipient-level information involved. Our team cleans and quality-checks the data, then add context from member interviews and surveys. Everything lives in one data platform alongside the legacy Directive and Beacon datasets.
Benchmark
Your localised and normalised numbers are set against an anonymised peer group of global asset managers, using percentages rather than raw numbers so firm size doesn’t skew the picture. You see where you rank, how you’ve moved over time, and the range across the market. Results come as rankings, trends and a regional or channel view, without ever revealing which firm is behind which number.
Advise & Act
Our team turns the rankings into specific recommendations: where to invest, what to maintain, and what to rethink. Members will get best practices, fresh ideas and live/virtual peer events. They also get CMOx access, and self-service/AI reporting. Our team will meet your regional teams as many times as beneficial. We don’t throttle your access.