Raise and Retain

We help Asset Managers raise more capital in the short term, and retain their ideal investors for the long term.

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Trusted by the world’s largest global asset managers.

and more...

Our portfolio

Intrigued yet? Have a look at some of our work

Going all out for CREO Asset Management's Quality Fund

CREO is a fictitious Asset Manager, developed by CORE to showcase capabilities from brand development and messaging to website and social media.

Delivering a compelling thematic investing campaign for Amundi

CORE supports Amundi in executing a comprehensive thematic investing campaign.

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Strategic Assets

High-impact strategic assets

Strategic Narrative

A carefully crafted story that encapsulates your offering in an authentic & differentiated manner, and serves as the defining blueprint for all your future marketing materials.

Brand Renewal

A targeted makeover for your brand that takes into consideration your current standpoint, and optimises for the look & feel you need to achieve your next strategic objectives.

Sales Enablement Plan

An extensive research-driven roadmap document that highlights how your sales teams can best be supported in their ongoing efforts, in terms of tools, processes and materials.

Marketing Strategy

A comprehensive strategy document that highlights relevant channels, mediums, audience insights, tools and KPIs based on your team's current and future sales objectives.

Website

A state-of-the-art website that educates and converts incoming traffic into qualified leads. Who doesn't quickly check out a firm's digital presence before doing business?

Pitch Decks

Our signature deliverable. CORE Narrative pitch decks are utilised by the worlds largest & most prestigious Asset Managers to authentically communicate their stories & close customers.

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Creative Assets

Stunning creative assets

Corporate Video

Visual pitch collateral in video format to wow your potential customer across all relevant digital channels!
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Video Teaser

10 to 30 second animated videos to provide your audiences with a quick glimpse into your fund offering!
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Annual Report

Visual annual report showcasing your fund data. This can be a dedicated micro site, a video or an old-school PDF. Or all of the above, of course!

Social Media Templates

All the content requirements for your social media posts on LinkedIn, Instagram and more. Be visible wherever your customers are.

Periodic Updates

Your clients want to stay up-to-date regarding their investments, in terms of performance and other potentially interesting metrics. We create stellar PDFs or microsites that achieve just that.

Factsheets

1-2 page factsheets providing investors with all the relevant compliance and statistical data for your funds. We ensure consistency across the board.

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Our Services

Tailored to your
specific needs

From the world's largest AM's looking to upgrade an existing portfolio of marketing assets, or a smaller boutique looking for an all-inclusive turnkey marketing solution... we've got you covered!

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CORE Narrative

Develop sales & marketing collateral that helps you stand out from the crowd. Guarantee a memorable impact for institutional, professional and retail audiences.

Typically for larger Asset Managers with more than $500M in AUM.

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CORE MaaS

A broad Marketing-as-a-Service offering that enables you to focus on what you do best, while we take care of the rest!

Typically for boutique AM's and new aspiring fund managers.

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Why work with us?

We work with 30+ AMs totalling >$20T in AUM

Solely focused on the financial services industry

Contributed to 350+ campaigns across all assets & audiences

Since 2018, we have delivered tailored sales & marketing support to over30 Asset Managers, crafting compelling narratives and developing unique assets that have directly contributed to billions of dollars worth of inflows across the entire spectrum of market segments.

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Testimonials

Hear what our clients have to say about CORE

"They make my life a lot easier"

The CORE team is helping us in creating an engaging storyline with clear visuals. They essentially facilitate a journey of sharing knowledge, almost like teaching. This creates a much more meaningful level of interaction with our customers and keeps us away from the standard approaches overloaded with excessive data, ratios, tables and graphs.

Jeroen van Rumund

Director of Institutional Sales

"CORE always go above and beyond"

Working with CORE has enabled our team to focus primarily on speaking with potential clients and fine-tuning the product offering, with the confidence that every touch-point our customers experience will have had that special CORE touch!

Jamie Khurshid

Group CEO