Raise and Retain

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

Trusted by the world’s largest global asset managers.

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and more...
Our portfolio

Intrigued yet? Have a look at  some of our work

Strategic Assets

High-impact strategic assets

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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.

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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.

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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.

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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.

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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?

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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.

Creative Assets

Stunning creative assets

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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!

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Social Media Templates

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

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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.

An icon showing a paper with graphs and text on top of it, visualizing 'Factsheets'


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

See why leading asset managers choose CORE

Free pilot project
Why work with us?

Why work with us?

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We work with 30+ AMs totalling >$20T in AUM
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Solely focused on the financial services industry
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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.

About us 

Hear what our clients have to say about CORE

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"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
The logo of Jacobi Asset Management

"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
Get started today

Get in touch or request a demo today!

Together we'll ensure you raise & retain to your full potential!

Request a FREE pilot project

We offer all prospective clients an initial no-cure-no-pay pilot project. Click through to see why they all come back for more.

Start your free pilot project

Get in touch today

Send us an e-mail or give us a call, we're always happy to have a chat to see what we can achieve together.

Get in touch