The Chief Marketer Institute is one of the industry’s only communities focused on the evolving trends in marketing pertaining to asset management. It serves the asset management industry as a collaborative discussion forum for the senior most marketers at top asset management firms, including Chief Marketing Officers, Heads of Institutional Marketing, and Global Heads of Marketing.

The mission of the Chief Marketer Institute is to provide a peer-group networking forum where members privately discuss key industry issues of common concern in a collegial, off-the-record environment. Our members meet at an annual, interactive roundtable meeting whose agenda reflects the diversity of approaches to marketing in the investment industry, including the following:

  • Approaches to communicating more effectively with CFOs.
  • Managing the digital transformation of the industry and your firm.
  • Case studies in high impact campaigns.
  • The real value of thought leadership.
  • Social media best practices for targeting institutional investors.
  • New and innovative resources and techniques for gauging marketing campaign ROI.
  • How to develop the best vendor partnerships while minimizing costs.
  • Managing the convergence of the retail and institutional channels from a marketing perspective.



Exclusive Annual Meeting

One private meeting is held each year in the United States comprising of vetted Chief Marketing Officers and/or Heads of Institutional Marketing of asset managers. Attendance is by invitation only. 

Compensation Benchmarking

We will provide a compensation benchmarking study of the Chief Marketer Institute community, partnered with an industry leader.

Peer Research

We conduct, on an annual basis, a study of Chief Marketer Institute to highlight the key marketing strategy trends and approaches within asset management, partnered with an industry leader.

Client Research

We conduct, on an annual basis, a study of the institutional client base focused on the most effective means of communication with your current and potential clients. 

Live Research

Members may submit up to three multiple choice questions that will be asked live via our anonymous electronic polling system at the annual meeting.

Regional Lunches

Throughout the year, the Chief Marketer Institute members periodically gather for local breakfast, lunch and dinner meetings in key cities.

Contact Infomation

Members will be provided with the contact information of the Chief Marketer Institute community.

Upcoming Events


For more information, please contact:

Randy Klein

+1 212 224 3629