Unlock the Power of Your Story
Investment marketing is the art of positioning a firm’s experts as primary influencers in the conversations and events that are critical to investors.
Do you have a good story to tell, but find that investors aren’t paying as much attention as you’d like?
Is your branding and messaging consistent and compelling?
Perhaps you need to articulate a value that’s independent of investment performance.
Or to simplify your story.
Or to differentiate your message in a sea of sameness.
According to Morningstar, the 50 largest mutual fund firms own 85% of the assets and receive more than 70% of the flows. Despite these impressive numbers, many financial advisors like working with boutique fund managers and alternative investment firms that have niche strategies, a brand based on their founder’s name and portfolio managers who are accessible by telephone.
Sondhelm Partners can help position asset managers for long-term growth.
Better Positioning Can Get You Noticed
- Competitive Analysis
- Message Differentiation
- Story Creation
- Message Diagnosis
- Building Your Unique Position
- Descriptions of Your Product Features and Benefits
- Channel Suitability
- Fund Pricing and Share Class Considerations
Positioning Involves All Aspects of Your Business
We’ll help you build a stronger position, a compelling value proposition, and a messaging platform that communicates your key strengths, benefits, and differentiators.