To support a UK asset manager with its sales and distribution efforts in the UK institutional market.
ApproachTwo-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.
ResultEnhanced proposition and pitch materials resulted in significant new business leads (including appointment to the London CIV).