A clear positioning that enables you to stake out your Fund’s market niche and take the right messaging to your investors, influencers and other stakeholders

A marketing-communications strategy that reflects your positioning. Strategies are developed for digital, print and live (in-person) channels. All points are covered, from first contact with potential investors, through each stage of your sales and statutory processes, to ongoing communication with your investor market and broader stakeholders.

A creative process to develop visual concepts and graphic design, and your writing style and tone. The aim is to provide your Fund with a recognisable identity that is exclusively yours and will never be lost in a sea of interchangeable brands. (A simple test is to cover your logo and see if people can readily identify your Fund and your brand.)

Compelling written and visual content that shine a spotlight on the attributes that appeal to your investor market and motivate them to invest. We stay in line with the stringent regulations that frame marketing of investment funds, making the process as smooth as possible for your lawyers, trustees and your management team.

Content is implemented across the full suite of marketing and communication materials – ensuring brand and messaging consistency across all components. This includes creating artwork and managing production of the print and digital materials that best support your sales process.

Examples are:

EDMs | Digital and Social Media resources | Investor updates | Launch events | Marketing brochures | Microsites | Podcasts | Presentations | Thought-leadership articles | Videos | Webinars | Websites

If what you need is not on the list, please ask anyway. If we cannot do it, there is a very good chance we know someone who can.

Smart options that simplify the production of IMs and PDSs. This includes an option for you or your law firm to prepare content in-house to a proprietary template.

A clear purpose, structure and consistency for your investor communication. We can gather and write the content for you and produce it in print or digital format, including as an audio or video blog.

A white label option for those Funds that do not require tailored branding.

If you have a brand identity that you are happy with, we can work within your guidelines. If your brand just needs a minor refresh or update, we can do that too. We can also create an offshoot of your main brand that aligns your Investment Funds to your other business streams.

If you have an assortment of styles that have evolved over time – not uncommon – we can corral them into a unified look and tone of voice. And if your current branding and marketing materials are not supporting your business strategies as much as they should, we can work with you to remedy that.

Much of our work with investment funds is turning complex messages into clear and simple communication. However, while simplification is a good thing, we stay mindful of the audiences’ level of knowledge and their expectations and appetite for information. Too complex and your audience may tune out. Over-simplify and you can easily create a credibility gap or be viewed as patronising. We help you to communicate in a way that is professional and respectful; without which it is difficult for any investment manager to gain trust and build lasting relationships.