Solving the Marketing Attribution Mystery

Many factors drive revenue for asset managers, but measuring marketing’s contribution to sales and the organization can be challenging for marketing teams. Attribution helps marketing demonstrate – and maximize – the value of its efforts. Yet, our recent survey found 76.9% of firms don’t use any marketing attribution methodology to assess cross-channel impact.

Our Solving the Marketing Attribution Mystery report series helps asset managers understand the benefits of marketing attribution and leverage it to quantify and optimize marketing’s impact. This series maps out the path for asset managers at three different stages:


Purchase this series to get:

  • An overview of the attribution trail map from beginning to advanced.
  • Best attribution methodologies and practices for each stage.
  • Ideas for pilot programs to gain buy-in from sales and refining the models to improve results.

Purchasers of this report also receive a personalized DST analyst presentation. Purchase the report today.

Primary Audience: CMOs, Heads of Digital Marketing, Business Analytics


DST's study is based on our proprietary methodology to evaluate asset managers’ efforts to engage advisors on and across the most influential channels—the advisor website, email, LinkedIn, Twitter, and blog—as well as both desktop and mobile devices. Additionally, we surveyed 26 small-, mid-, and large-cap firms ranging from $2.1B to $2.1T in AUM.

Report Details
  • 25 pages
  • Released: 5/03/2017
  • Author: Tracy Needham


This report is available to all firms that are subscribers of our WalletShare service. If you are interested in purchasing this report, or joining WalletShare, please contact us.

Download the sample report