Social media tips for asset managers. Make the most of social media, connect with your investors and boost your visibility.

1. A Guide to Social Media
Tips for Asset Managers
Increasing visibility
through social media channels

2. Why use social media?
“Everybody’s doing it”
• Connect and communicate with your
investors on more “personal” level
• Allows current and potential clients
access to your firm
• Compliance barriers are no longer
insurmountable

3. SO MANY CHOICES
Asset managers are primarily
using LinkedIn, Twitter, YouTube,
Facebook and blogs

4. Benefits

5. Connection
Use social media channels to connect with your investors
on a personal level – using social media for
• Conversation
• Q&A
• Personal contact

6. Added Distribution for:
• Press releases
• White papers
• Cross posting of blog
entries
• Educational pieces
• Market commentaries

7. Hold a contest – build hype and cross promote
Build Interest/Gain Followers
Host an event – create a hashtag, build excitement, cross post, live tweet, debrief
and summary photos
Educate – provide materials or webinars, share teachings, market insights
Leverage your Website – drive traffic
Share Content – divide larger papers and parcel out, build excitement for next installment

8. Best practices

9. Twitter
• Tweet daily, multiple per day if possible
• Easy on the hashtags – 1-2 per tweet is plenty
• Noon and early evening tweets are optimum for clicks
and re-tweets
• Tweets should be 80% conversation, 20% promotion

10. Facebook
• Visual – post pictures or charts
• Simplicity – short posts, 1-2 hashtags
• Engage – pose simple questions,
70 – 80% non-promotional
• Thought leader – post content, share
relevant content from others

11. Linked In
• Keep your page up-to-date and complete
• Publish relevant content
• Consider promoting content

12. Make it personal – let your investors/clients
get to know your firm and the individuals
YouTube
Produce content – not ads
Cross promote your channel on your
other social media platforms

13. Blog
• Don’t “sell,” instead, answer your readers’ questions/needs by
blogging on relevant topics
• Minimum 300+ words, occasionally aim for 2500+ words
• Grab attention with the title, using keywords, and introduction
• Use bullets, lists and graphics when possible
• Use imagery
• Post relevant content from your firm and others

14. Before you jump in…
Make sure:
• You check with compliance
• Your posts won’t offend
anyone
• You’re driving traffic to your
website across all platforms

15. Why SunStar
Strategic?
We help fund firms increase
their visibility through
successful social media strategies
Let’s talk. Click here SunStar Strategic is a full service PR and marketing firm
committed to serving our clients.
Strategic
Creative
Experienced
Results oriented
Waiting for your call