Step 1
Decide if Investment Management is the right industry to target
The Investment Management industry
The Investment Management industry includes entities that act as principals or brokers in buying and selling financial contracts (excluding investment bankers and securities and commodity contracts dealers and brokerages, which fall under separate industries). This industry also encompasses investment services such as portfolio management, investment advice, and trust, fiduciary, and custody services, with the exception of securities and commodity exchanges.
What businesses are included
This industry primarily involves managing investments on behalf of clients, which can include individuals, institutions, and governments. Investment management companies use their expertise to invest in various asset classes, aiming to meet their clients' financial goals and objectives. For instance, a hedge fund that invests in a wide range of assets, such as stocks, bonds, and derivatives, to generate returns for its investors would fall under the Investment Management industry, as would a financial advisor who manages a portfolio of mutual funds for a retired couple.
When targeting the Investment Management industry on LinkedIn, your search will automatically cover all related sub-industries. To maximize the relevance of your leads, you may want to exclude certain sub-industries that don’t align with your ideal customer profile.
Sub-industries included in Investment Management:
Which businesses are not included
It's important to differentiate investment management from other financial services such as investment advice, investment banking, or securities and commodity exchanges. While these industries might overlap, investment management focuses on managing investments and portfolios over the long term, aligning with client goals and risk tolerance.
Industry size on LinkedIn
Step 2
Pick job titles to target
Focus your LinkedIn search on these key decision-maker roles within the Investment Management industry to find high-value leads. These roles are typically involved in B2B purchasing decisions and are most likely to respond to your outreach.
Influential roles in Investment Management
Step 3
Run your Sales Navigator search
Setting your lead filters
Open LinkedIn Sales Navigator and select the ‘Leads’ tab. Use the filters on the left side to narrow down your search. Enter 'Investment Management' in the ‘Industry’ filter, and add the job titles you want to target in the ‘Current job title’ field.
How many leads can I export?
You can export up to 2,500 leads per day from Sales Navigator. If your search results is higher than this limit, consider narrowing your filters or breaking your search results into multiple saved lead lists that can be exported over several days.
Do I have to use LinkedIn Sales Navigator?
Yes, to effectively target specific industries like Investment Management, you'll need LinkedIn Sales Navigator. It provides the advanced filtering options you need to find the right leads and it has much higher export limits than the regular version of LinkedIn.
What does Sales Nav cost?
Sales Navigator offers a 30-day free trial, after which it costs around $90 per month.
Considering the quantity and quality of the targeted B2B leads you can export from Sales Nav, we think this is a bargain - certainly cheaper than almost any other way of generating leads.
Step 4
Export your leads
Install the Exportli Chrome Extension
To start exporting your leads, first install the Exportli Chrome extension.
Exportli works seamlessly with Sales Navigator and does two main things:
It allows you to export lead lists into a CSV
It uses 20+ email enrichment providers to find and verify business email addresses for your leads.
When you sign up, you’ll receive 50 free credits to get you started.
Run your lead export
With Exportli installed, you’re ready to run your export. The extension guides you through the process of exporting your selected leads into a CSV file.
Step 5
Import to your CRM or email tool
With your leads exported to a CSV file, you can now import them into your CRM or email outreach tools.
Most tools will let you import CSVs including:
Start exporting Investment Management leads today
First 50 credits free, no credit card required