To undertake a detailed review of presentation collateral for a value-focused investment boutique to support its international business development efforts.

JPES conducted a workshop with senior investment professionals presenting materials for a flagship equity strategy. We subsequently provided detailed guidance on refining the presentation materials, including new content to address diversity and inclusion (D&I), which formed a key part of the investment proposition, and recommendations on case studies to illustrate the investment process.

The revised pitch deck has been used as the foundation for several business development roadshows across the firm’s target markets.