Your Portfolio Manager’s Insights Deserve Better Videos

Let’s be honest: most portfolio manager videos fall flat.

It’s not because the insights are bad — often, they’re brilliant. It’s because the delivery doesn’t match the value.

You’ve seen it: a static headshot, low energy, no structure. Five minutes of jargon with no real hook, no compelling arc, and no visual support.

And yet… we keep making them.

Why?

Because the PM wants to be on camera. Or the sales team wants a “face behind the strategy.” Fair enough. But that doesn’t mean we have to sacrifice audience engagement to get it done.

Instead of a 5-minute unedited monologue, try a structured approach that respects the PM’s voice and the audience’s attention:

• Start with the takeaway, not the backstory.

• Cut the intro fluff. Get right to the market insight.

• Use visuals to clarify, not distract.

• Add pace. Modular editing and graphics can make a huge difference.

When we treat the PM like a thought leader instead of a news anchor, we get better results — and they feel better, too.