Institutional Asset Management
Go Beyond the Four Ps
By interviewing your portfolio managers and analysts, we create content that goes beyond the four Ps (people, process, performance, and philosophy) to show how your investment capabilities are truly differentiated.
Across equities, fixed income, and alternative asset classes, we partner with some of the world’s leading bulge-bracket and boutique managers to articulate their views on where markets are headed and how value is being created.
Deep Expertise in Narrow Topics
No asset class is too complex, no market is too emerging, and no strategy is too alternative for our writers. Delivered across white papers, blogs, videos, landing pages, quarterly fund commentaries, webinars, and slide decks, the list of topics we’ve covered includes:
- Active vs. passive
- Asset servicing
- Blockchain and cryptocurrencies
- Closed-end funds
- Credits: private, structured, high-yield, investment-grade
- Currency management
- Economic outlook
- Emerging markets research
- ESG integration and marketing
- Event-driven strategies
- Intermediary distribution
- Liquid vs. illiquid alternatives
- Managed futures
- Monetary policy
- Outsourced CIO
Unpacking the “Liquidity Mismatch”
By repurposing existing white papers, we created a two-pager and webinar script that addressed financial advisors’ biggest misconceptions about liquidity premiums and closed-end funds.
Telling the Story of ESG Integration
We learned how a global asset manager was addressing some of the limitations of ESG ratings by creating its own fundamental approach and then told this unique story through a white paper.
Rebranding and Differentiating Outsourced CIO Services
When one of the world’s largest asset managers needed to explain what was truly unique about its outsourced chief investment officer capabilities, we created copy for a brochure and landing page that separated our client in a crowded, growing field.