Objective

Appointed by a market leading asset manager to support its sales and distribution efforts for absolute return products in the UK LGPS market.

Approach

Worked closely with the fund managers and marketing team to enhance the presentation materials, including the pitch book and accompanying verbal narrative. The key focus of this was revising the product messaging, so that it resonated effectively with the target audience of local authority pension funds.

Result

Using the re-written pitch books, client now manages 10 local government pension scheme mandates.