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"The level of understanding JPES brought to this project reflects their deep knowledge of the asset management industry and the communication needs of key industry participants whether it be the managers themselves or investment consultants. Their ability to shape and deliver messages improved our marketing efforts significantly and it was a pleasure working with them."

Situation

Natixis Global Asset Management, one of the world’s largest asset management businesses, engaged JPES Partners to improve the way it communicated with the consultant community.

Approach

JPES conducted a detailed perception audit among investment consultants and competitor analysis to establish best practice in consultant relations.

Outcome

Based on the research and analysis JPES made clear recommendations for Natixis to improve its consultant relations collateral, including a sharper focus on thought leadership, a digital newsletter, microsite and blog.

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