Fund Strategy

Complete strategy includes all dynamics of the fund

Fund Strategy

You proudly deliver an investment vehicle built upon sophisticated investment strategies then seek capital/investment using out-dated and blunt marketing tools. Is there a better way?

In the last decade we have seen huge leaps in how the ‘world’ of fund marketing, fund distribution, and fund communication has radically changed, it is essential that managers understand how to undertake marketing, distribution and communications of their funds, from the investors perspective. The best fund managers look to create a fund strategy that can build the ‘complete firm’. They strive to be best in class when it comes to performance, compliance, client services, technology and marketing. Marketing is often neglected. Even with a solid pedigree and outstanding performance, a fund will have difficulty growing its investor base without a well designed and implemented marketing strategy. Our research has shown that funds are reaching more investors through diligent combining of fund marketing, fund distribution, and fund communication

Fund Marketing

While branding can help establish your corporate image and culture, marketing strategy is the driving force in how to successfully achieve your financial growth objectives in a cost-effective and sustainable manner. We consult clients on marketing tactics, marketing both traditional and digital, migration to ‘pull marketing’, design of legal and other documents, Search Engine Optimisation, video marketing, events, content marketing, fund performance, brochure design and distribution and more.

Fund Distribution

We advise our clients seeking to expand into new markets, on a country by country basis, with valuable insights on how Funds should be Marketed and how to Communicate your message to a target audience. Investors in different countries require different marketing and communication techniques, a US investor compared to a UK investor is an altogether different approach.

Fund Communication

We offer scalable, global communications solutions that enable investment management companies to reach key clients and prospects where and when it’s most effective. With operations located worldwide, we can help you ensure your message is globally consistent yet locally relevant. Our dedicated staff will work with your to produce high-quality communications that achieve your objectives and adhere to your branding requirements.