To break through digital noise, ETF marketers need more than great content, they need a repeatable framework for results. This guide introduces the 5 Ps of Investor Content, a strategic model designed to help your team plan, create, and distribute content that converts.
Download this guide to learn how to improve your site around the 5 key areas every allocator cares about:
People: Showcase your team in a way that builds trust and alignment
Process: Highlight a repeatable, differentiated investment approach
Price: Communicate value and transparency in fee structures
Performance: Share results with clarity and context
Product: Tell the story behind your strategies, not just the stats
Backed by data and real-world examples, this is your roadmap to a site that drives engagement and investor confidence.
This guide introduces the 5 Ps of Investor Content, a repeatable framework designed to help ETF marketers cut through noise and drive engagement. Whether you're refining your message or building a campaign from scratch, this model helps you align strategy, sharpen execution, and scale what works.
Get practical tools, insights, and templates that show you exactly how to create content that builds trust, converts prospects, and grows AUM with clarity and consistency.
Apply the 5 Ps framework to create content that consistently converts.
Tactics for optimizing content across web, email, and social.
Avoid common marketing pitfalls with actionable fixes.
Use practical tools to plan, create, and launch faster.
Learn how to make content repeatable, measurable, and aligned with growth.
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.
This eBook introduces the 5 Ps of Investor Content, a proven framework for creating strategic content that moves investors to action. You'll learn how to pinpoint what matters most to your audience, position your fund with clarity, and package content for maximum impact. It’s a practical playbook for building content that converts across channels, across teams, and the investor journey.
This guide helps your firm turn content into a repeatable growth engine. Whether you’re launching a fund or trying to stand out in a crowded market, the 5 Ps help you align strategy, messaging, and distribution so you can generate qualified leads, build trust, and drive measurable ROI.
The 5 Ps model is built for ETF marketers, distribution leaders, fund marketers, and content teams who want to increase investor engagement. If your team is responsible for creating content, shaping messaging, or driving pipeline through digital channels, this guide will sharpen your efforts and improve results.
Craig Katz Executive Vice President, Discovery Data
Bob Herrmann Chief Executive Officer, Freedom Advisors
Jeff Holland Managing Director, USAA Real Estate Private Wealth