Subscription Models Best Practices - Asset Management Companies
Businesses in the Asset Management Industry have a wide array of Newsletter and subscription models available. The variation of newsletters is dependent on each individual company. While some companies just have general company newsletters that are not stated to have a time frame by which they operate, there are others that have multiple newsletters and allow users to select preferences based on how often they would like to receive information. Below you will find 10 example companies in the Asset Management industry and their subscription and newsletter models.
BlackRock offers a single, Closed-end Funds Newsletter to anyone that is willing to provide an email address and other basic information. There is no timeline publicly stated on how often the newsletter is sent out. However, when signing up for the newsletter, it asks if you are an "Individual Investor" or "Financial Adviser." This information could be used to determine what version of the newsletter is sent out. The newsletters are stated to include insights on closed-end funds, market commentary, educational material about closed-end funds, and interactive forums with thought leaders and portfolio managers for financial advisers. Users cannot pick and choose which of this information they want to receive, it all just comes in a single newsletter.
Fidelity offers three different types of newsletters or similar products that individuals can subscribe to. The Viewpoints Newsletter provides information regarding economic and market insights, investing ideas, and personal finance tips. There is no stated timeline for this article, but there is a selection for users to choose how often they trade per year. It is possible that this determines how often newsletters are set out.
The Active Investor Weekly newsletter provides trading tips, technical analysis advice, and strategy methods for the industry. As stated in the title, this newsletter is sent out once a week.
The Fidelity Webinars newsletter does not have a time period associated with it either, but it provides information about upcoming live events regarding trading strategies.
Vanguard offers two different newsletters to users from which they can choose one or the other, or both:
"In the Vanguard" is sent out once a month and provides users with top news articles and blogs with information relating to investing, markets, and retirement.
"Eye on the Economy" is a newsletter that explains some factors that investors are keeping their eye on and why. There is no associated timeline for this newsletter.
PIMCO offers the most extensive and detailed newsletter options for users. This acts as a great example of a company that provides newsletters for all topics of interest/products offered. Individuals can first choose between insights on markets, solutions, or publications, or they can choose from literature regarding mutual funds, ETFs, closed-end funds, or interval funds. Users can also choose as few or as many options as they want. Within each category, there are a significant number of subcategories to choose from, as well.
For the insights, the information available is as follows:
— Economic Outlook, Market Commentary, PIMCO Blog, Policy Updates, Smart Charts in Focus
Solutions (all periodically, except where stated):
— Alternatives (quarterly)
— Asset Allocation, Core, Credit, Defined Contribution, Equities, Global/EM, Income, Munis, Pension Solutions, Real Return, Short Duration
— All Asset All Access (monthly)
— Asset Allocation Outlook (semi-annually)
— Cyclical & Secular Outlook (quarterly)
— Global Central Bank Focus (periodically)
— Macro Perspectives (monthly)
— Monthly Market Update (monthly)
— Putting Market in Perspective (quarterly)
— Total TR Update (quarterly)
In addition to the insights, the literature provided has an even more extensive list of subcategories for users to choose from within each category. There are options to choose how often literature should be sent: as available, weekly, or monthly. Subscribers can also choose from the following based on what additional information on each topic they wish to choose:
Blackstone has the option for users to choose between two different newsletters. The first is the Bryon Wein Market Commentary newsletter, which offers global economic insights from the Vice Chairman of the company, himself. In addition, there is the Blackstone Press Releases newsletter, which assumingly send out information every time there is a press release regarding Blackstone or a topic of importance to the company. There are no specific details on how often these newsletters are actually sent out.
UBS only has one newsletter available to readers. It is called the "Insights E-Newsletter" and contains information and advice on money, home ownership, investing, and interviews from financial experts. There is no information stated regarding how often this newsletter is sent out.
Unlike other asset management companies, BNY Mellon has online newsletters, but does not appear to email them out to individuals. Instead, there are 74 newsletters are each updated on weekly, daily, monthly, etc. time period that people have free access to read.
Allianz has two newsletters that subscribers can choose between. The first one is just the simple Allianz Newsletter regarding basic company info and related information. This newsletter seems to be aimed at journalists and bloggers, since it asks how often your personal publications appear (24.7, daily, weekly, or monthly). However, there is no time stated for how often the newsletter itself is sent out. The second one is called the Allianz Careers Newsletter, and it provides professional insights, career news, and job postings within the company. Users can subscribe to either or, or both.
Amundi offers a general newsletter at the bottom of their web page, with information relating to market insights and helpful articles. Users simply have to provide their name, email, and company to sign up for the newsletter; no timeline is stated.
JP Morgan offers four different newsletters based on user preferences. Subscribers can choose as few or as many options as they want from the following:
"Insights to Start Your Week" — This is a weekly email that contains multi-asset solutions, the market recap for the week, and a strategy report.
"Eye on the Market" — Written by the Chairman of Market and Investment Strategy, this newsletter does not say how often it is sent out, but it provides views on the economy, market and example investment portfolios.
"Insights and Events" — This is a bi-weekly newsletter that contains overviews of recent research and publications, as well information about upcoming webcasts and events.
"Guide to the Markets" — This quarterly newsletter uses charts to explain the market and economic trends and statistics.
Every company in the asset management industries goes about newsletters in a different way. In general, the timeline by which newsletters are sent out is not publicly available without actually signing up for the subscription. While some companies like PIMCO offer a wide array of preferences for users to choose from, there are others like BNY Mellon that don't send them out at all, simply keeping them on their website for users to access as they please. There is no one right or wrong way to go about subscription models for company newsletters; it is all dependent on the content that you wish to provide and how often you want to make it available to your audience.