The asset management marketplace is highly competitive. To succeed, asset managers must understand how they are perceived by target audiences, clearly articulate their investment offering and distinguish themselves from their competitors.

As asset management specialists, we understand the nuances between business models, investment offerings, target markets and distribution channels. This enables us to advise investment managers on all aspects of their sales and marketing strategy.

We undertake perception audits that gain frank insights into the strength of an asset manager’s brand, investment offering and client service capabilities, and make recommendations for enhancements. We help clients win new business by reviewing RFP submissions, and critiquing fund manager presentations and new business pitches. We also develop compelling corporate and investment product messaging and marketing materials.

Asset management marketing services

  • Sales & marketing Strategy
  • Corporate & product messaging
  • Perception audits
  • Fund manager presentation workshops
  • RFP reviews
  • Bespoke research