GenAI in Fund Marketing: The 2025 Adoption Landscape

📝 EYQA Strategic Lens

The 2025 Fund Marketing Survey by SG Analytics delivers the most comprehensive insights on GenAI adoption—revealing scaling strategies that separate leaders from laggards. EYQA transforms these findings into actionable plans for workflow, timing, and content, amplifying impact where it matters most. Here's how top firms are pulling ahead—and how your firm can close the gap.

🚀 71% of fund marketers are already using or piloting GenAI tools—but only 16% have fully operationalized them. This gap is where early adopters accelerate value and seize market share.

—SG Analytics Fund Marketing Survey Report 2025 (p.7)

Executive Snapshot

The 2025 fund marketing landscape is a race for AI dominance. Leaders leverage GenAI for:

Hyper-personalized content (e.g., investor narratives tailored in hours, not days). Fund marketers are using GenAI to produce scalable, customized materials—from social media posts to factsheets—at unprecedented speed, significantly boosting investor engagement and campaign performance.
Compliance agility (dynamic disclosure management). Automated content workflows integrated with compliance checks are reducing review cycles and ensuring regulatory adherence, especially across factsheets, newsletters, and periodic updates.
Talent transformation (upskilling teams in prompt engineering). As GenAI tools become central to daily operations, fund marketing teams are evolving—adopting AI fluency and prompt engineering as core capabilities for content creation, campaign planning, and analytics-driven decision-making.

Where Does Your Firm Stand?
Below, we break down the adoption tiers, strategic advantages, and next steps for firms at every stage.

🧭 The Adoption Race Is On

Tier	Stage	Key Traits	Competitive Edge
🥇 Front Runners (16%)	Fully integrated	• AI-generated investor content • Real-time compliance monitoring	12–18 month market advantage
🧪 Experimenters (55%)	Piloting 1–2 use cases	• Automated pitch decks • Basic analytics	Faster personalization
👀 Observers (29%)	Evaluating	• Compliance concerns • Legacy tool reliance	Risk of falling behind

📍 Case in Point: BlackRock's Aladdin Copilot

BlackRock's GenAI assistant for investment teams demonstrates AI's transformative potential:

Natural language queries generate investment briefs and analyze market data in seconds.
Reported impact: 40% faster client responsiveness and scalable narrative generation.

"Aladdin Copilot is designed to strengthen the platform's connectivity, providing instant insights to support key business decisions and uncover actionable information efficiently." — BlackRock

This showcases how GenAI, when embedded at scale, enables firms to shift focus from operational grind to strategic impact—reshaping fund marketing and investment communication from the ground up.

🎯 The Strategic Edge

Early adopters dominate by mastering three capabilities:

✅

Hyper-Personalized Storytelling

Turn raw data into investor-ready narratives (e.g., "Our AI drafts performance commentaries in 2 hours vs. 2 days").

✅

Regulatory Agility

Use AI to auto-update disclosures as regulations evolve.

✅

Future-Ready Talent

Train teams in prompt engineering—the #1 skill gap in 2025.

🧱 Roadblocks to Scale

GenAI adoption is accelerating, but fund marketers face critical obstacles:

1. Legacy Systems

Challenge: 42% of firms struggle with integrating GenAI into outdated marketing infrastructure.
Solution: Prioritize API-friendly AI tools that plug into existing workflows without system overhauls.

2. Talent Shortage

Challenge: 50% of asset managers lack in-house AI expertise.
Solution: Upskill teams in prompt engineering and AI collaboration.

3. Compliance Fears

Challenge: 49% hesitate due to unclear AI regulations.
Solution: Start with low-risk use cases (e.g., automated report tagging) to build confidence.

🛠️ Action Plan by Stage

Front Runners: Audit AI capabilities quarterly; explore edge cases (e.g., sentiment analysis).
Experimenters: Double down on one high-ROI use case (e.g., pitch deck automation).
Observers: Pilot compliance-safe tools (e.g., ChatGPT for draft content).

📥 Go Deeper

Download the Full Report:

SG Analytics Fund Marketing Survey Report 2025

45-page PDF with AUM benchmarks, case studies, and tech insights.