ProFundCom 2025 Fund Marketing Outlook Report

• 1Survey Questions

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  2Access The Report

• 1. What is your total AuM? *
  1. What is your total AuM?

  Under $1B $1B to $5B $5B to $10B Over $10B
• 2. What is your role? *
  2. What is your role?

  Partner Head of Distribution Business Development Marketing Investor Relations CTO Other Other
• 3. Challenges in Lead Generation: How challenging is it for your firm to consistently generate high-quality leads that convert into investors? *
  3. Challenges in Lead Generation: How challenging is it for your firm to consistently generate high-quality leads that convert into investors?

  Extremely challenging Somewhat challenging Not very challenging Not a challenge
• 4. Efficiency in Lead Management: How satisfied are you with your current tools and processes for managing and nurturing leads? *
  4. Efficiency in Lead Management: How satisfied are you with your current tools and processes for managing and nurturing leads?

  Very satisfied Somewhat satisfied Somewhat dissatisfied Very dissatisfied
• 5. Data and Insights: How confident are you in your ability to track, analyze, and utilize marketing data to inform decision-making? *
  5. Data and Insights: How confident are you in your ability to track, analyze, and utilize marketing data to inform decision-making?

  Very confident Somewhat confident Somewhat uncertain Not confident at all
• 6. Marketing Automation Usage: Does your firm currently utilize a marketing automation platform? *
  6. Marketing Automation Usage: Does your firm currently utilize a marketing automation platform?

  Yes No
• 7. How easily do your marketing platforms integrate with each other? *
  7. How easily do your marketing platforms integrate with each other?

  Well Quite well Not at all
• 8. Interest in New Solutions: Would you be interested in exploring a new marketing automation platform specifically designed for the fund management industry? *
  8. Interest in New Solutions: Would you be interested in exploring a new marketing automation platform specifically designed for the fund management industry?

  Definitely interested Somewhat interested Not interested
• 9. What are your top priorities for improving your fund marketing efforts? *
• 10. Do you have any additional comments or suggestions regarding fund marketing challenges?