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.
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.
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.
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.
A comprehensive strategy document that highlights relevant channels, mediums, audience insights, tools and KPIs based on your team's current and future sales objectives.
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?
Our signature deliverable. CORE Narrative pitch decks are utilised by the worlds largest & most prestigious Asset Managers to authentically communicate their stories & close customers.
Visual pitch collateral in video format to wow your potential customer across all relevant digital channels!
10 to 30 second animated videos to provide your audiences with a quick glimpse into your fund offering!
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!
All the content requirements for your social media posts on LinkedIn, Instagram and more. Be visible wherever your customers are.
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.
1-2 page factsheets providing investors with all the relevant compliance and statistical data for your funds. We ensure consistency across the board.
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!Start your free pilot project
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.
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.
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
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.
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!
Together we'll ensure you raise & retain to your full potential!
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
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