MARKETING

INVESTMENT MANAGEMENT FIRM

CASE STUDY

OUTCOMES

NEW

Shifted Business And Fund Strategy To Target Social Impact Investors

NEW

Value Proposition Articulating Their Social And Environmental Impact And Excellent Investment Returns

NEW

Content Developed For Company Website And Marketing Materials

Rising Above the Noise

Problems

Our client was competing in crowded marketplace and wanted to better differentiate itself from its competitors. They needed a firm to come in to think strategically about their business and how to rise above the noise in the industry.

Solutions

Company Expert used our Marketing Growth Block to assess the firm in 18 different marketing capabilities required for long-term growth. The firm lacked many foundational marketing capabilities and a compelling proposition. We worked with the firm to refine its messaging and better identify their target audience. We also identified their key differentiators. Rather than trying to be all things to all people, we focused the company on where we thought they could deliver the most value. As a result, they shifted the focus of their fund strategy and target market from their historical market to become the only firm in the industry focused on the social impact space.

Outputs

  • Value Proposition
  • Key Points of Differentiation
  • Marketing Capabilities Assessment
  • Presentation Development
  • Website Copywriting