Search engine & AI visibility for investment managers
Be found. Be cited. Be chosen.
Today's investors, consultants and prospective talent increasingly begin their research with AI before they ever visit your website or review your presentation materials. The answers generated by platforms such as ChatGPT, Claude, Gemini, Perplexity and Google AI are molding perceptions long before direct engagement begins.
We help make sure that those first impressions accurately reflect your firm, your investment strategies, and your expertise, so you remain in control of your narrative at every stage of research and due diligence. By ensuring your digital presence resonates with both AI platforms and human audiences, we help drive measurable business impact. This translates to stronger visibility, increased high-quality inquiries, improved investor trust, and more effective engagement with key stakeholders.
Our approach combines Generative Engine Optimization (GEO) with Search Engine Optimization (SEO). Our methodology enhances your visibility wherever research is conducted. GEO helps AI platforms understand, describe and reference your firm accurately. SEO improves your visibility across traditional search engines like Google Search. Together, they ensure your firm is easier to find, better understood and more likely to be trusted by both AI platforms and the people who use them.
Built for regulated managers · Delivered through a compliance-aware workflow
Trusted by leading alternative investment managers
Firms served
AI engines covered
Coverage
Compliance-aware
The shift in research & diligence
Reputation management for the AI era
Search has advanced past a page of blue links.
When allocators, consultants or prospective employees ask ChatGPT, Claude, Perplexity, Gemini or Google AI about your firm, investment strategy, leadership team or track record, those platforms generate answers from the information they consider most authoritative, regardless of whether it is complete, current or entirely accurate.
If your firm's digital presence is weak, inconsistent or outdated, AI systems will often fill the gaps using whatever information is available. Those AI-generated responses increasingly become the first interaction someone has with your firm, often before they ever reach your website.
60%+ of Google searches now end without a website click
Many users receive the information they need directly within Google's search results through AI-generated summaries, lessening the need to visit individual websites.
AI-generated answers increasingly shape first impressions
For allocators and other research-driven audiences, how your firm is described within AI-generated responses has become as important as where your website ranks in traditional search results.
SEO & GEO
Two Complementary Layers of Visibility
Strong online visibility now depends on more than achieving high rankings in traditional search results. Firms also need to be accurately represented within AI-generated answers. SEO helps people find your website, while GEO influences how AI platforms understand, reference and recommend your firm. Together, they create a stronger and more complete digital presence.
Traditional SEO
Appear in search results
Primary focus
Improving your visibility within Google's organic search results.
Main objective
Drive qualified website visitors and increase the number of meaningful inquiries.
Measured by
- Organic rankings
- Website traffic
- Click-through rates
Key success factors
- Keyword optimisation
- Top-quality backlinks
- Authority and trust signals
- Technical SEO
GEO · Generative Engine Optimisation
Become part of the answer
Primary focus
Helping AI platforms precisely interpret, describe and reference your firm.
Main objective
Position your business as a credible and frequently cited source within AI-generated responses.
Measured by
- AI Share of Voice
- Citation frequency
- Competitive visibility
Key success factors
- Strong entity signals
- Structured data
- Authoritative, citable content
- Reliable third-party sources
What's included
A Complete AI Search Visibility Program
Our integrated approach unites SEO, Generative Engine Optimization, digital PR, technical optimization, compliant content creation and reputation management to strengthen your visibility across both search engines and AI platforms. Our process is designed to fit seamlessly into your existing marketing, compliance and IT workflows, making it easy for your team to collaborate with us while ensuring operational compatibility and minimal disruption
Verified Firm Profile
We create consistent, authoritative information about your organization, investment strategies and leadership team across the sources that search engines and AI platforms rely on
Website & Structured Data Optimization
Technical SEO, schema markup and AI-friendly content improvements help search engines and language models interpret your website with greater confidence
Compliance-Aware Content Creation
We produce articles, knowledge hubs, videos and podcasts that educate your audience while providing AI platforms with reliable, high-quality information to reference
Digital PR & Authority Development
Targeted media coverage and credible third-party mentions strengthen the trust signals used by both search engines and AI platforms when evaluating your firm
AI Prompt Testing
We continuously evaluate the questions allocators, investors and prospective clients are asking across leading AI platforms, measuring how your firm is represented over time
AI Hallucination Monitoring
We identify inaccurate or misleading AI-generated information, investigate its source as well as improve the underlying signals that direct future responses
Citation & Competitive Intelligence
We monitor where your firm is cited, compare your visibility against key competitors and provide ongoing reporting to track progress over time
Built for Regulated Investment Managers
Every recommendation, article, and optimization follows a compliance-aware workflow designed specifically for regulated financial firms, ensuring that every deliverable is reviewed and approved before publication. Our processes are flexible and can be tailored to accommodate your firm's unique internal compliance or legal review steps, making it easy to integrate with your established protocols and requirements
Our approach
Building Visibility That Lasts
Improving rankings is only one part of the process. Our goal is to make sure your asset management firm is consistently discoverable, accurately represented, and recognized as a reliable authority whenever stakeholders research your business
Audit
Understand your current position
We assess how major search engines and AI platforms currently present your firm, benchmark competitor visibility and establish a baseline Share of Voice
Establish
Strengthen the foundations
We verify core business information, enhance entity recognition, and implement technical SEO and structured data to improve search and AI understanding
Build
Increase authority and citations
Through strategic content, digital PR and authority-building initiatives, we create trustworthy sources that search engines and AI assistants can confidently reference
Monitor
Protect your reputation
Regular prompt testing, AI monitoring and performance reporting help ensure your firm's digital representation remains accurate, competitive and up to date as search and AI technologies continue to evolve
Why BasisPoint
Specialist Expertise in Alternative Investments
For more than a decade, BasisPoint has worked exclusively with alternative investment managers and regulated financial services firms. We understand the industry's compliance requirements, investor expectations and communication standards.
Every engagement follows a compliance-aware workflow customized to regulated organizations, ensuring content is equally effective and appropriate for your audience.
AI Search Visibility forms part of BasisPoint's wider investor communications ecosystem alongside File4tress and our specialist studio services, delivering an integrated long-term strategy rather than a standalone marketing initiative.
Applications
How Investment Managers Use AI Search Visibility
The same program supports different objectives at different stages of a firm's growth. Whether you're launching a new fund, preparing for a capital raise or protecting an established reputation, the strategy is customized to your priorities
Emerging Managers · Launching
Build a Strong Digital Foundation
Newly launched firms often have a limited online footprint, making it difficult for search engines and AI platforms to accurately understand the business. We create consistent, authoritative information about your firm, investment strategy, and leadership team from day one, helping you build credibility
Best suited to · VisibilityLearn MoreEstablished Firms · Fundraising
Increase Visibility During Due Diligence
Institutional investors and allocators conduct extensive research before making investment decisions. We help ensure your firm is consistently represented across search engines and AI platforms, strengthening visibility, credibility and trust throughout the due diligence process
Best suited to · AuthorityLearn MoreMulti-Strategy Platforms · Market Leaders
Strengthen and Protect Your Reputation
Well-established firms have the greatest exposure to inaccurate or outdated AI-generated information. We help protect your market standing by improving how your organization, leadership team, and investment capabilities are represented across search and AI-powered platforms
Best suited to · LeadershipLearn MoreSector Specialists
Supporting the Alternative Investment Industry
Our expertise includes the wider financial services sector, with specialist experience across:
Alternative Investments
- Alternative Asset Management
- Hedge Funds
- Private Credit
- Private Equity
- Real Estate Investment
- Venture Capital
- Financial Technology
Financial Services
- Wealth Management
- Investment Advisory
- Family Offices
- Financial Advisers
- Tax & Accounting Firms
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Insurance Companies
- Brokerage Firms
- Financial Technology Providers
Packages
Three Programs Designed to Grow With Your Firm
Each package builds on the previous tier, adding greater visibility, authority and ongoing optimization. Every engagement is customized to your firm's objectives, digital maturity and commercial priorities
Visibility
Build Your Foundation Across Search & AI
Ideal for emerging managers striving to establish a credible, discoverable online presence across search engines and AI platforms
- Visibility across Google Search, ChatGPT, Claude and Gemini
- Accurate firm profile creation and verification
- On-page SEO, metadata and existing website optimization
- 1 to 2 SEO and GEO-optimized articles per quarter
- Monthly AI prompt testing
- Monthly AI hallucination monitoring
- Monthly reporting covering keyword performance and AI citations
Recommended for
Emerging investment managers and newly launched funds building an authoritative digital presence
Authority
Increase Visibility During Investor Research
Designed for established firms seeking stronger authority and greater visibility throughout the research and due diligence process
Everything in Visibility, plus
- Schema markup and structured data optimization
- Internal linking and AI readability improvements
- Website and social profile optimization
- 1 to 2 compliant articles each month
- Weekly AI prompt testing
- Weekly hallucination monitoring
- Enhanced reporting covering keywords, content performance and citation growth
Recommended for
Established firms preparing for, or actively engaged in, fundraising and investor outreach
Leadership
Lead Your Category Across Search & AI
Our most comprehensive program for firms that want to strengthen market leadership, protect their reputation and expand visibility across every major search and AI platform
Everything in Authority, plus
- Coverage across Perplexity and Microsoft Copilot
- Optimized profiles for key executives and investment professionals
- Ongoing technical SEO and Core Web Vitals improvements
- 2 to 4 compliance-aware articles each month
- Monthly video and podcast production (scope agreed during onboarding)
- Digital PR, media outreach and SEO-focused link building
- Daily AI prompt testing
- Daily hallucination monitoring with priority remediation
- Competitor benchmarks and executive reporting
Recommended for
Established funds and multi-strategy investment platforms that want category leadership across traditional search engines and AI-powered discovery
Compliance
Every recommendation, content asset and optimization follows a compliance-aware workflow designed specifically for regulated investment managers. Nothing is published without your review, approval and final sign-off
Important
Package fees do not include third-party publishing costs, advertorial placements or external content distribution fees. Where publisher costs apply, these are quoted separately and approved in advance before any commitment is made
Analytics
Visibility You Can Measure
AI visibility is measurable. Rather than relying on assumptions, we establish a baseline, benchmark your firm against competitors, and track progress using meaningful performance indicators across search engines and AI platforms. By connecting metrics like Share of Voice and citation frequency directly to business outcomes such as increased capital raised, greater investor engagement, and enhanced reputation among stakeholders, our reporting makes it clear how digital visibility translates into tangible results for your firm
Share of Voice
Measure how often your firm is mentioned by AI platforms compared with your competitors to provide a clear view of your visibility in your market
Citations, Position & Sentiment
Understand which sources AI platforms reference, where your firm appears within generated responses, and whether those mentions are positive, neutral or negative
Inquiries by Source
Connect AI visibility to measurable business outcomes by tracking website referrals, inquiries, and conversions from search engines and AI platforms, focusing on commercial impact rather than vanity metrics
Executive Reporting Dashboard
All reporting is delivered through a single live dashboard, giving leadership teams a clear view of search performance, AI visibility and competitor positioning in one place
Example · AI Share of Voice
LiveExample · Inquiries This Quarter
Glossary
Key AI Search & SEO Terms
A quick guide to the terminology commonly used throughout our AI Search Visibility programs
SEO
Search Engine Optimization
Search Engine Optimization is the digital marketing process of improving your website's visibility within traditional search engine results. SEO helps more qualified users discover your content through organic search
GEO
Generative Engine Optimization
The practice of improving how AI platforms interpret, describe and cite your firm within the AI-generated responses of AI platforms like ChatGPT, Claude and Perplexity
AEO
Answer Engine Optimization
A discipline closely aligned with GEO that focuses on structuring content and authority signals so AI platforms are more likely to reference your organization in relevant generated answers
LLM
Large Language Model
The underlying artificial intelligence technology powering platforms such as ChatGPT, Claude, Gemini and other conversational AI assistants
Share of Voice (SoV)
A measurement of how frequently AI platforms mention your organization compared with selected competitors within your sector
Citation
Citations are a third-party online reference to your website, content or organization within an AI-generated response, either through a direct link or attributed source
AI Hallucinations
An instance where an AI platform generates inaccurate, misleading or unsupported information about your organization, people, products or investment strategies
Schema Markup
Structured data mark-up added to a website that helps search engines and AI platforms better understand the facts, relationships and content published on your site
AI Overview
Google's AI-generated summary that appears above traditional search results for many informational and commercial queries
Agentic Discovery
The growing use of independent AI agents that research, compare and evaluate information on behalf of users before suggesting products, services or organizations
FAQs
Questions Investment Managers Frequently Ask
SEO improves your visibility within traditional search results. It helps users discover your website through Google and other search engines. GEO focuses on how AI platforms interpret, describe and reference your firm within AI-generated responses. Together, they strengthen both discoverability and credibility across modern search experiences
Traditional SEO programs primarily focus on rankings, traffic and website performance. Our AI Search Visibility program combines SEO with GEO, authority building, digital PR, structured data and AI monitoring to influence how generative AI platforms understand and represent your organization
Every recommendation, content asset and optimization follows a compliance-aware workflow designed specifically for regulated investment managers. Nothing is published until it has completed your internal review and approval process
We regularly test leading AI platforms, compare their responses against verified information about your organization and identify inaccuracies. Rather than attempting to change AI outputs directly, we strengthen the underlying digital signals and credible sources that direct future responses, then monitor improvements over time
Technical improvements and concrete updates can often be reflected within weeks. Increased authority, citation growth and Share of Voice typically develop over several months, which is why our programs are designed as ongoing partnerships
Search visibility and AI optimization deliver cumulative results over time. For this reason, we recommend an initial engagement period of at least six months to build meaningful momentum, which will grow over time
Absolutely. Every engagement is customized around your objectives, existing marketing partners and internal resources. Whether you already work with a PR agency, content team or specialist providers, we integrate smoothly with your existing marketing ecosystem
Monthly strategic planning sessions, quarterly roadmap reviews, content recommendations and prioritisation, technical SEO recommendations, and competitive opportunity analysis
We provide clients with strategic support to achieve optimal results. We offer planning sessions, quarterly roadmap reviews, technical SEO recommendations, content prioritization and competitive opportunity analysis
Our team produces compliance-aware content specifically for regulated financial firms, including strategy pages, service pages, thought leadership, industry insights, long-form research, white papers, case studies, investor communications and other educational resources
We create executive interviews, investment strategy explainers, due diligence content, firm overview videos, portfolio features, recruitment campaigns and other professional video assets. We ensure that all videos are optimized for the platform and include AI-friendly metadata
Technical SEO can include comprehensive website audits, Core Web Vitals optimization, crawlability and indexation reviews, XML sitemap improvements, robots.txt recommendations, canonicalization, structured data implementation, AI-readability enhancements and other technical aspects as needed
Our on-page optimization covers keyword research, metadata improvements, heading structure, content optimization, internal linking, image recommendations, URL optimization, E-E-A-T enhancements and ongoing landing page refinement
Yes. We create and manage Google Ads campaigns for alternative investment managers. Our Google Ads management service includes strategy, campaign setup, keyword research, ad copy, landing page recommendations, conversion tracking, ongoing optimization and performance reporting
Get started
Understand Your Digital Visibility
Book a discovery call with us for a detailed assessment. We'll share information about how popular search engines and AI platforms currently represent your organization. We will identify visibility gaps, performance benchmarks and recommend practical opportunities to strengthen your digital presence
Onboarding Process and Timeline
Onboarding follows these steps after your discovery call:
Initial Assessment
We conduct a digital visibility audit. Next, we gather key background information about your firm within a week
Kick-off Meeting
We present our findings, confirm engagement scope and establish your project timeline and communication routines in week two
Setup & Access
We work with your team to collect necessary access and documentation. We also coordinate with compliance or IT as required
Program Launch
By week three to four, key optimizations, monitoring, and initial content or profile updates begin
Most clients are fully onboarded within four weeks from project sign-off, enabling your team to plan resources and set clear expectations for internal approvals and collaboration
2026 BasisPoint Group © All Rights Reserved
