Global Asset Manager Case Study

Channel strategy, Corporate proposition development, Product proposition and Content and collateral delivery

WHO THEY ARE

Our client is a global Investment Manager managing in excess of $1trn AUM. Their central philosophy is based on the principle of putting their clients first and using research to discover the best investment opportunities.

SCOPE OF WORK

Consultancy across all aspects of marketing within the advisory channel. Introducing the business to this market predominantly across 2 key regions.

SUMMARY OF ENGAGEMENT

We work as part of the marketing team to develop marketing communications specifically for the advisory market.  Translating and repurposing existing materials into effective collateral and content that will resonate.  And identifying the key areas of differentiation within the business that have the most relevance with the audience, to build a unified voice and articulation of their story and product suite.

CHANNEL STRATEGY

Developing a market entry strategy to introduce the business into the advisory market and unveil the largest Asset Manager you have never heard of!

CORPORATE PROPOSITION DEVELOPMENT

Articulating their unique research platform, how it works and why that is important.

PRODUCT PROPOSITION

Working with sales, portfolio specialists, fund management and marketing to deliver a suite of pitch books and sales enablement collateral across the majority of core funds. Delivery of bespoke advisor focused stories, new content and new design for maximum impact.

Delivery of first interactive digital adviser focused content of their global market outlook delivered via advertising, print and event collateral providing lead generation and large increase in audience readership. 

SUMMARY OF ACHIEVEMENTS

Delivery of a range of materials, ideas and channel support across all aspects of marketing from advertising to event hooks! Resulting in a clear articulation of the products and business to the market, uptake of materials across EMEA and APAC and ongoing support to help grow and extend the reach across EMEA.