Marketing Collateral Design

First impressions count, fund prospectus’s can be large documents, with no colour and undigestible, we design a prospectus not only to create that all important first impression, to work with clients to see the value of ‘traditional print & online’. We can design your funds prospectus and other documentation to include Keywords, SEO, Tags, tracking, analytics, producing so much more than a document. We can apply to;

• NAV publication
• Making a Prospectus and other marketing documents available to potential investors
• Meeting requirements in relation to Key Investor Information Documents (KIIDS) being provided to investors before they invest in a UCITS
• Publication of semi-annual and annual financial statements
• Shareholder notifications
• Notices for Shareholder General Meetings
• Key performance indicators such as investment performance versus benchmark

Contact us and we can show you our great designs and how our clients benefit from our Marketing Collateral Design services.

Digital Marketing

In this post AIFMD world using traditional ‘push’ marketing across global markets is an expensive way to attain very low penetration. Is there a better way?

To overcome you must adapt. A dynamic fund marketing strategy will steer the fund toward reverse solicitation, inbound rather than push marketing. Spray and pray marketing is not effective. Those achieving the highest rates of penetration now rely on digital marketing tools, making the most of their marketing assets such as their website and reaching prospects through video, webinars and social media.

Coupling sophisticated investment strategy with sophisticated digital marketing strategy is now the way forward and is the next major initiative to be assimilated into the sector. Those who adapt earliest will see greatest reward.

Cloud Hosting

Your website should be the main channel for promotion of the fund and investment products. Hosting your marketing and regulatory materials means greater engagement.

We are advocates of ‘pull’ marketing rather than ‘push’ marketing. Rather than trying to shove various promotional documents down the neck of an investor instead invite them to pick and choose at their leisure. Create greater transparency with existing clients by giving them access to performance related publications rather than sending them once a month, this builds trust and loyalty.

We can create data rooms with various levels of tailored restriction which can allow you to collaborate easily with clients, potential investors, fund lawyers, fund accountants etc. Data rooms are also a smart way of making sure you only market to eligible investors and have become very popular within the asset management sector as a result.

Online Communities

Do you feel social media is not relevant to your industry? Would you be surprised to hear that the largest growing demographic using twitter is the 55-64 age group and 45-54 on Facebook and Google+?

Asset managers are adopting social media as regulatory groups recognise it as suitable means to communicate. It is a way of reaching out to millions with the feel of a one to one scenario. Regarded as the most cost effective way to get your message heard. However, for most companies, having a presence on LinkedIn or Twitter, for example, is simply not enough. To get the maximum benefit out of your social media strategy, you need to do the following:

• Promote your message and business in a manner that will not saturate or bombard your followers
• Manage your community by attracting people you want to talk to as opposed to building up ‘fans’ of your page or feed
• Engage consistently with your community and offer feedback, responses or thoughts on particular issues as they come up
• Become an authority in your field by providing useful information to your community on a regular basis

We understand that managing social media platforms can be extremely time consuming. Our expert team can help you through the process through what we describe as ‘planned spontaneity’, where your message to your community is mapped out in advance. We can also help you manage the reaction to your messages through ongoing engagement with your followers.

Boost Your Visibility

There’s not much point in building an attractive, useful website if no one ever visits it. SEO is all about convincing Google that your site is the best place to send people who are looking for what you offer. See our offerings below.

SEO Health Check

Ever questioned why your services don’t rank well on a search engine such as Google, Bing, Yahoo? We will review your site, those of your competitors – if you have any! – producing a valuable SEO report for your business. This report is packed with tips and recommendations, so dont leave your search engine rankings suffering, act now by contacting us 

SEO Services

We focus on increasing the visibility of your site, driving targeted traffic, and then converting this traffic through engaging copy, video, targeted messaging. How does your site rank, wondered why you have high bounce rates, traffic isn’t converted into enquiries? Combining proven SEO with effective content marketing is singlehandedly the most effective way to generate new business.

SEO Management

We manage our clients SEO, from keyword strategy, to the technical side (removing backlinks for example), we also generate SEO friendly and engaging content for your site.

If you are not ranking well, need a boost, which keywords/strings to rank, or would like us to manage your SEO requirements then below is what we provide to our clients on a monthly basis (many of which upgrade to a more bespoke service):

• Full technical website, market and competitor analysis and benchmark keyword report – this will set out what areas of the site need work and how they will be addressed
• Organic white-hat link building
• Content creation of up to 2 x 500 word articles per month, or content creation for existing pages, i.e. writing page headers or product descriptions.
• Social media management of 2-3 posts per week over all necessary social feeds to build community and link traffic back to website
• Website optimisation including fixing and adding in necessary meta tags, heading code and alt tags.
• 5-10 keyword rankings
• Monthly report showing progress

Contact us to find out more

Website Design & Build

The website has become the cornerstone of the modern fund marketing strategy. It has been proven to be the single most important tool for improving client service and extending fund distribution. What is your website’s function?

We believe that a website is so much more than an ‘online brochure’, there are too many examples of where a website is built to satisfy a to do list without actually addressing the function of a website. A website can be a communications tool, a revenue generator, a value add to investors/clients/target audience, we work with our clients to create a site that not only has a function (and therefore is an asset to you), but its design represents you and your business creating that all important first impression. We deliver a Content Management System that enables you to have complete control over the site, by becoming your own publisher gives you the opportunity to build and drive communities around your services.

We can also host your site and manage it for you (adding content, images, coding, google analytics, link building strategy), rest assured we can move your current site or if you are looking to build a new site, from concept to implementation into your business strategy.

Events and Webinars

Would it be fair to say that in general there is a disconnect between an asset manager’s financial acumen and marketing prowess? Asset managers are beginning to realise that they are now more than ever deeper in the business of marketing than in the business of investing.

It is common place for asset managers to use complex financial jargon when presenting to investors. Vastly different to the type of language a fund manager would use day to day and lacking resonance from the investor’s point of view. A relationship must be built between the asset manager and the investor before any capital is acquired. You are far more likely to build a relationship with an investor if you communicate in their language rather than relying on tired industry rhetoric.

We advise our clients on roadshows, events and webinar strategies. Through our networks we can put you in front of suitable audiences but even more importantly we will show you how best to keep their attention. Strictly presenting figures on performance, portfolio diversification, portfolio risk management etc…will not engage the majority of investors. They’ve heard it all before, again, and again, and again. Of course these topics are important but the investor will not focus on them until he/she is engaged. Performance doesn’t matter if the investor has forgotten who you are as soon as you leave the room.