Objective

To support a UK asset manager with its sales and distribution efforts in the UK institutional market.

Approach

Two-part project included a perception audit to understand perceptions of the client and its offering, and current investor sentiment towards value investing. We then worked with the fund managers and the marketing team to revise the messaging and content of both the pitch book and verbal narrative so that it resonated effectively with the target audience.

Result

Enhanced proposition and pitch materials resulted in significant new business leads (including appointment to the London CIV).


We appointed JPES’ marketing consultancy services to assist us in further understanding investor sentiment towards value investing, and to refine our product messaging and the content of our marketing collateral. We found JPES’ insights invaluable in enabling us to enhance our proposition and materials, which has resulted in positive outcomes from a business development perspective.– UK investment manager