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 The Asset Manager¡¯s Guide to Social Media January, 2010
2Social MediaMethodologySurveyed 64 executives at 48 firms AUM range from $12 billion ¨C top firmsWeb survey including quantitative and qualitative questionsExtensive secondary research of studies, news, trade journals
3Social MediaSocial Media is MainstreamPeople and organizations use social media to post updates, share content, comment, recommend, disapprove, forward links 60% of Fortune 1,000 companies with a Web site will connect to or host a social community to build customer relationships* 77% of Inc. 500, America¡¯s fastest-growing companies, use social media tools**User demographics mirror general US population80% of social media users interact with companies, not just friends**** Ginsburg, Monica. ¡°Fortune 500 companies using social media to reach customers.¡± Chicago Business. January 04, 2010** Barnes, Dr. Nora Ganim and Mattson, Eric. Social Media in the Inc. 500. Society for New Communications Research and Financial Insite Inc. 2008*** ¡°Four-Out-Of-Five New Media Users Interact With Companies and Brands Online, Up 32% From 2008¡± 2009 Cone Consumer New Media Study. October 20, 2009
4Social MediaAsset Management Firms Are Slow to AdoptOnly 48% of firms claim any social media presence A handful has built more than a cursory presenceFewer than 20% intend to develop a presence in the next twelve months
5Social MediaCommunicate With Your Customers Where They Are74.5% of advisors use any of these social media sites at least occasionally
6Social MediaManage Your Brand - Opting Out is not an OptionUnited Breaks Guitars video7 million views & 40,000 comments¡°Debtor¡¯s Revolt Begins Now¡± Bank of America video~500,000 views & 7,700 comments
7Social MediaEnhance Your Reputation of ExpertiseVanguard uses YouTube, Facebook, Blog to showcase leadership8Social MediaFirms Are Gaining Experience with Several Key Sites
9Social Media 73% of Firms Feel Compliance is a Barrier to EntryChief concerns are content, comments and record-keeping
10Social Media 90% of Firms Plan to Engage in Social Media
11Social Media Benefits of Engaging in Social Media NowDevelop and enhance customer loyaltyIntegrate social media into Web site. Let users comment on content, see what is popular among other usersBroaden access to contentDistribute content to provide easy access to videos, slideshows on community Web sites.  Connect wholesalers with advisors in online social communities Form groups for discussion and exchange of best business practicesProvide enhanced service Tracking tweets and comments on products and services. Research trends and needs among investors and advisorsUse polls and surveys on community sites to gather and analyze data on customersAnalyze and report on social community feedback
12      Andy Edwards      Business Development Managere-mail:   aedwards@kasina.comphone:    646 257 4454fax:         212 349 7413Social MediaAboutkasinaOur firm has a singular mission:Innovate distribution in financial servicesFor more information, please contact:
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kasina The Asset Manager's Guide To Social Media

  • 1. The Asset Manager¡¯s Guide to Social Media January, 2010
  • 2. 2Social MediaMethodologySurveyed 64 executives at 48 firms AUM range from $12 billion ¨C top firmsWeb survey including quantitative and qualitative questionsExtensive secondary research of studies, news, trade journals
  • 3. 3Social MediaSocial Media is MainstreamPeople and organizations use social media to post updates, share content, comment, recommend, disapprove, forward links 60% of Fortune 1,000 companies with a Web site will connect to or host a social community to build customer relationships* 77% of Inc. 500, America¡¯s fastest-growing companies, use social media tools**User demographics mirror general US population80% of social media users interact with companies, not just friends**** Ginsburg, Monica. ¡°Fortune 500 companies using social media to reach customers.¡± Chicago Business. January 04, 2010** Barnes, Dr. Nora Ganim and Mattson, Eric. Social Media in the Inc. 500. Society for New Communications Research and Financial Insite Inc. 2008*** ¡°Four-Out-Of-Five New Media Users Interact With Companies and Brands Online, Up 32% From 2008¡± 2009 Cone Consumer New Media Study. October 20, 2009
  • 4. 4Social MediaAsset Management Firms Are Slow to AdoptOnly 48% of firms claim any social media presence A handful has built more than a cursory presenceFewer than 20% intend to develop a presence in the next twelve months
  • 5. 5Social MediaCommunicate With Your Customers Where They Are74.5% of advisors use any of these social media sites at least occasionally
  • 6. 6Social MediaManage Your Brand - Opting Out is not an OptionUnited Breaks Guitars video7 million views & 40,000 comments¡°Debtor¡¯s Revolt Begins Now¡± Bank of America video~500,000 views & 7,700 comments
  • 7. 7Social MediaEnhance Your Reputation of ExpertiseVanguard uses YouTube, Facebook, Blog to showcase leadership8Social MediaFirms Are Gaining Experience with Several Key Sites
  • 8. 9Social Media 73% of Firms Feel Compliance is a Barrier to EntryChief concerns are content, comments and record-keeping
  • 9. 10Social Media 90% of Firms Plan to Engage in Social Media
  • 10. 11Social Media Benefits of Engaging in Social Media NowDevelop and enhance customer loyaltyIntegrate social media into Web site. Let users comment on content, see what is popular among other usersBroaden access to contentDistribute content to provide easy access to videos, slideshows on community Web sites. Connect wholesalers with advisors in online social communities Form groups for discussion and exchange of best business practicesProvide enhanced service Tracking tweets and comments on products and services. Research trends and needs among investors and advisorsUse polls and surveys on community sites to gather and analyze data on customersAnalyze and report on social community feedback
  • 11. 12 Andy Edwards Business Development Managere-mail: aedwards@kasina.comphone: 646 257 4454fax: 212 349 7413Social MediaAboutkasinaOur firm has a singular mission:Innovate distribution in financial servicesFor more information, please contact: