AI Prompts for Content Creation in Fund Marketing: How AI Prompts Can Help in Research & Writing

Welcome back to AI in Investment Research & Finance, your weekly briefing on how smart Artificial Intelligence (AI) prompts can uncover sharper, more actionable market insights.

In previous editions, we have discussed how AI prompts can potentially help with researching diverse topics, including gold, Bitcoin, market timing in May, Warren Buffett’s value-investing wisdom, alternative assets and fixed income. We have also discussed exchange-traded fund (ETF) strategies and AI-enhanced research, including the following funds: MOAT, SPLV, JEPI, GLD and BITO.

Overall, we have explored numerous prompting strategies tailored to investment researchers, fund managers, and ESG-focused content creators, emphasizing clarity and ethical use. Today, we continue this journey with a fresh set of carefully designed prompts for content creation within financial services. Following our discussion on prompts, we highlight the details for two upcoming free online AI-events, titled AI Agents for Small Businesses and Will AI Take My Job?, as well as several AI-related jobs for readers considering career moves.

Marketing and content creation in fund and investment management is evolving, with generative AI (GenAI) playing an increasingly important role. Although changes may feel gradual, early adopters of GenAI are already experiencing measurable benefits. As competition for investor attention intensifies, content speed and personalization are fast becoming key differentiators in successful marketing campaigns.

According to SG Analytics’ recent Fund Marketing Survey Report, 71% of asset management professionals are now highly familiar with AI tools, and 39% are already using GenAI to enhance operational efficiency. Notably, 56% of firms are leveraging AI to deliver personalized marketing strategies, resulting in a 46% boost in both marketing and operational effectiveness. More than half of the respondents also agree that GenAI enhances client engagement through tailored campaigns.

These findings highlight a clear message: high-quality content tailored to individual users is no longer optional, but rather essential. Integrating GenAI into content workflows has become a critical component of successful investor communications and a measurable performance driver.

Whether you're developing marketing campaigns, drafting client insights or exploring new communication channels, AI prompts, when used with strong GPT-powered tools, can help generate engaging, compliant and insightful content efficiently and at scale. You can customize them to fit your specific marketing goals and organizational context. Understandably, to ensure accuracy and relevance, providing fund-specific data and manager information is essential.

AI Prompts for Further Exploration

The following prompt examples are designed to support content teams, marketers and research professionals in investment management. Whether you're crafting thought leadership pieces, investor updates or evergreen educational materials, each prompt can be adapted to fit your fund's specific context. For best results, provide contact and relevant data on fund performance, strategy or team expertise. Also at the start of a prompt, assign a job role for the AI-model, such as “Act as a marketing manager in financial services” or “You are a financial journalist,” etc. If you want the AI-model to search outside sources, tell it to use “Credible resources and provide links.”

📌 Purpose: Positioning ESG Expertise
Prompt:
“Write a LinkedIn post that positions our fund manager [XYZ] as a thought leader in sustainable investing, incorporating recent ESG trends and regulatory developments from the past 12 months. Tone: authoritative yet accessible.”

📌 Purpose: Q1 Macro Overview for Institutional Clients
Prompt:
“Summarize key macroeconomic indicators from developed markets in Q1 2025 and explain how they could impact equity-focused mutual funds in Europe. Audience: institutional investors.”

📌 Purpose: Long-Form Thought Leadership
Prompt:
“Draft a blog article titled “The Future of Active Management in [Country, Sector],” blending the investment philosophy of our fund [XYZ] with recent performance data and current market trends.”

📌 Purpose: Performance Commentary (Technology Focus)
Prompt:
“Generate a client-ready summary explaining the underperformance of our technology growth fund [XYZ] in the last quarter. Include key drivers and outline how we plan to respond strategically.”

📌 Purpose: Launching a Thematic ETF
Prompt:
“Write a compelling email for our high-net-worth clients introducing our new thematic ETF [XYZ], focused on AI and automation. Highlight the value proposition, expected trends and key differentiators.”

📌 Purpose: Portfolio Manager Commentary on Market Risk
Prompt:
“Draft a Q2 2025 commentary reflecting on recent geopolitical risks and tariff developments and how they influenced our defensive positioning in the portfolio.”

📌 Purpose: Benchmark Comparison for Sales Collateral
Prompt:
“Generate a side-by-side comparison of our global macro fund [ABC] versus a benchmark ETF, such as [XYZ]. Highlight alpha generation, risk controls and active management approach.”

📌 Purpose: Volatility Response Brief for Clients
Prompt:
“Develop a client note explaining how our fund [XYZ] navigated recent US equity market volatility while remaining aligned with long-term goals. Emphasize long-term strategy, the portfolio team’s experience and transparency in stock selection.”

📌 Purpose: Educational FAQ for Prospective Emerging Market (EM) Investors
Prompt:
“Generate an FAQ addressing common concerns from prospective clients about investing in emerging markets (EMs) through our fund [XYZ], including currency risk, liquidity and corporate governance.”

📌 Purpose: Retail-Focused Educational Content
Prompt:
“Write a 800-word article titled “How Rising Interest Rates in the US Affect Bond Funds,” targeting retail investors with a basic understanding of financial concepts.”

📈 Final Thoughts

Generative AI is already helping fund marketers boost efficiency, personalize content and improve client engagement. But real value starts with the right AI prompts.

The examples above are practical starting points for building sharper, more compliant communications. We’ll continue sharing prompt strategies tailored to ETF and sector-focused marketing in upcoming editions.

👉 Try one of this week’s prompts and see what content it helps you generate. Share your results—we’re always interested to know how teams apply them.

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🌍 Mark Your Calendar:

👉  AI Agents for Small Businesses

📅 Wed, 28 May 2025 14:00 - 15:00 GMT+3
📍 Online | 🎟️ Free
🔗 Register here

👉  Will AI Take My Job? Adapting Startups for the Future | AI Series

📅 Monday, June 16 · 10:00 – 10:30 PM GMT+3
📍 Online | 🎟️ Free
🔗 Register here

🚀 AI Career Moves: Exciting AI Jobs This Week

Looking for your next opportunity in AI? Explore these standout roles across industries and locations:

🇺🇸 Associate Director of Artificial Intelligence – Legal Innovation – Latham & Watkins
📍 New York City, US | Full-Time
View Job Posting (PDF)

🇳🇱 Lecturer in Cultural Data & AI and Archival & Information Studies – University of Amsterdam
📍 Amsterdam, Netherlands | Full-Time
View Job Posting

🇬🇧 Head of AI – Vector8
📍 London, UK | Full-Time
View Job Posting

🇦🇪 AI Research Lead – Axiom Recruit
📍 Dubai - Remote | Full-Time
View Job Posting

📩 Feel free to share this list with anyone looking for AI opportunities!