22 OctCopywriting for CTA Funds & Hedge Funds


Before starting this article I want to quickly define what copywriting is. Copywriting is the use of words to promote a person, business, opinion or idea.

Copywriting is the most undervalued and overlooked tool that a marketer or sales professional can develop.  Many professionals value cold calling skills, networking, branding, or public relations skills but I think that copywriting skills are the most valuable.

Top 5 Reasons Copywriting for Capital Raising is Important:

  1. The headline of your letters, subject line of your emails, and first few words of your speeches are the most important.  Crafting a great headline can take hours to complete, but make the difference between  being shown to others and never being noticed.
  2. Many hedge funds, family offices, and private equity groups spend over $20,000 worth of their and money on their marketing materials ever year, yet 95% are decisions are based on what’s always been done or what sounds good instead of A/B testing results to find what is effective.
  3. Every investment fund markets itself using emails and investor letters. Without copywriting skills you may not only be failing to connect with your audience but you could actually be turning them off and pushing clients away.
  4. Investment funds of all types are started by successful traders and portfolio managers, very few are started only by marketers.  By this nature of how the business if founded and grown niche marketing practices such as copywriting are often overlooked or seen as something that they are above.
  5. 99% of your competitors are not using copywriting best practices

Tags: CTA Fund Copywriting, Sales tips for CTA Funds, marketing and sales careers in the futures industry, marketing tips for investment funds, investment fund marketing, sales and marketing strategies, sales, copywriting

09 JulCTA Fund Marketing & Capital Raising

A few weeks ago I completed my speech on “5 Best Practices for Hedge Fund Marketing” at the Marcus Evans Fund of Hedge Fund Summit in Boca Raton, Florida. I got connected with some quality hedge fund contacts and ran into a few followers of our sites as well.

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Below please find some of the most useful practical fund marketing tips that I suggested during my speech, the full video recording of the speech along with the PowerPoint will be available as part of the training materials within the Hedge Fund Group’s hedge fund certification program within the Level 2 Module on Marketing & Sales.

  1. Focus on Building Authority above all else: The power of true authority within an industry trickles down and puts other influential factors into motion which help you develop valuable relationships
  2. Move the Free Line: Give away your best ideas within press inquiries, books, interviews, articles, white papers and videos
  3. Diverse Investor Case Studies: Have at least two case studies of investors choosing to place capital with your firm for each of the major distribution channels you are focusing on raising capital from. For example have six total case studies if 90% of your efforts are focused on family offices, wealth management firms, and HNW individual selling.
  4. The 4 P’s of Marketing Materials: Focus on Pedigree, Process (USP), Portfolio Risk, and Presentation Quality

If you are looking for a speaker on the topic of capital raising, alternative investments or hedge funds please click here.