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A Comprehensive Guide to Creating a Winning Marketing Strategy for Your ETF Launch.

The Ultimate ETF Marketing Checklist: Launch Your ETF with Impact

 

If your firm is gearing up to bring a new ETF to market—or improve the traction of an existing fund—this checklist gives you the structure and insights to launch with purpose. It’s not just theory—it’s a tactical guide designed to help you move faster, reach the right investors, and make every marketing effort count.

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Strategic guidance to help you market, launch, and grow your fund.

Your Launch Plan for a High-Impact ETF Campaign

 

Download this free checklist to launch your ETF with clarity and impact.

With this checklist, you’ll get:

  • A step-by-step ETF marketing framework

  • Best practices across digital, media, and PR channels

  • Tips to identify and engage your target investors

  • Optimization strategies for pre- and post-launch

  • Proven tactics from ETF marketing experts
See how this checklist helps you define your audience, build a strategy, and launch your ETF with confidence.

What’s Inside the ETF Marketing Checklist?

 

This checklist breaks down the key components of a successful ETF marketing plan, giving you the tools to define your audience, build a winning strategy, create investor-ready content, and stay compliant every step of the way.

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Define Your Ideal Investor:

Learn how to segment and target retail investors, financial advisors, and institutions effectively.
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Craft a Winning Strategy:

Get step-by-step guidance on building omnichannel marketing plans, including email, SEM, and programmatic advertising.
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Content That Converts: 

Create compelling materials tailored to different stages of the investor journey, from awareness to decision-making.
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Maximize Campaign Performance:

Discover tools for tracking KPIs, refining messaging, and boosting ROI through data-driven optimizations.
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Stay Compliant:

Simplify regulatory complexities with a checklist to ensure all marketing efforts align with legal requirements.
Still have questions before you download? We’ve got answers.

Frequently Asked Questions

We’ve answered the most common questions about what’s inside the guide, who it’s for, and how it can help your firm drive measurable results.

What will I get from this checklist?

How can this help my firm?

Who is this checklist best suited for?

See what growth-minded firms say about partnering with GK3

"The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently and effectively raise capital."

Craig Katz Executive Vice President, Discovery Data

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“GK3 packaged up our story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.”

Bob Herrmann Chief Executive Officer, Freedom Advisors

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“GK3 not only helps us to create content, but also deliver it in digestible, compelling formats—providing consistently excellent support and guidance tailored to our growth stage.”

Jeff Holland Managing Director, USAA Real Estate Private Wealth

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