institutional investor persona - financeconnect 2015 vfinal

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Peter Hubert Head of Insights, APAC LinkedIn Impact of Emerging Technology on Institutional Investing

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Page 1: Institutional Investor Persona - FinanceConnect 2015 vFinal

Peter HubertHead of Insights, APACLinkedIn

Impact of Emerging Technology on Institutional Investing

Page 2: Institutional Investor Persona - FinanceConnect 2015 vFinal

Are digital and social resources gaining traction among institutional investors?

Page 3: Institutional Investor Persona - FinanceConnect 2015 vFinal

Kevin Lim  Investment Advisor

Kevin works as a senior investment advisor for a mid-market hedge fund in Singapore. He has been in the institutional investment field for over 8 years.

Page 4: Institutional Investor Persona - FinanceConnect 2015 vFinal

Kevin has been promoted 4 times and is now responsible for the investment decisions for one of his firm’s largest portfolios.

Kevin Lim  Investment Advisor

Page 5: Institutional Investor Persona - FinanceConnect 2015 vFinal

Kevin is an avid social media user

Niche Publications/ Sites

Blogs/ Discussion Forums

News Sites

Company's Websites or Blogs

Social Media Sources

49%

51%

82%

84%

95%

Digital sources used for obtaining finance-related information

Page 6: Institutional Investor Persona - FinanceConnect 2015 vFinal

Learn about investment products/ services

Research asset management firms

Read timely news or market/ industry updates

Research specific industries

Seek opinions or commentary on markets/ events

55%

43%

43%

41%

41%

He actively uses social to become a better informed

advisor

Top purposes cited for using social media

Page 7: Institutional Investor Persona - FinanceConnect 2015 vFinal

He trusts the social channel he uses, and practically

applies what is learnt

Conduct further research on an industry issue or topic

47%

Change their perspective on an industry issue or topic

55%

Share the information with decision makers at their

company

47%

Choose to work with a particular company or client

39%

Start a discussion with my investment consultant

49%

Make an investment recommendation or decision

39%

Page 8: Institutional Investor Persona - FinanceConnect 2015 vFinal

You’re more likely to influence and engage Kevin

on LinkedIn

Institutional Investors are

more likely to use LinkedIn over Twitter or Facebook when seeking

subject matter education

3X

Page 9: Institutional Investor Persona - FinanceConnect 2015 vFinal
Page 10: Institutional Investor Persona - FinanceConnect 2015 vFinal

Be ‘always on’ and deliver a steady stream of valuable information

Tailor your content to maximise engagement with your audience

Develop a content calendar and plan what you want to say

1

2

3

Page 11: Institutional Investor Persona - FinanceConnect 2015 vFinal
Page 12: Institutional Investor Persona - FinanceConnect 2015 vFinal

Sample

256 Global Institutional Investors, including:

100 in North America (U.S., CA), 105 in Europe (UK,

France, Germany, Netherlands and Switzerland),

51 in Asia Pacific (Hong Kong, Singapore).

Who

Decision-makers and influencers for

investment decisions at their institution.

Digital

Use 1+ digital source to learn about financial

topics relevant to investing role.

Appendix A - Methodology