CORE Philosophy

Raise & Retain.

In most industries, a client can reasonably assess how satisfied they are with the product soon after the purchase. In Asset Management, a customer would need about 10 years to form a meaningful opinion! However, every investor will experience short-term fluctuations that might cause them to prematurely head for the exit, even if the 10-year performance turns out to be excellent. A unique industry requires a unique approach. One that reimagines raising and retaining.

The standard sales funnel going from Awareness to Consideration, Evaluation, Invest and Retain.
The initial part of the sales funnel is way shorter than the retaining phase.
The problem...

The sales funnel paradox

Many Asset Managers focus primarily on raising new funds from clients, and leave retention as an after-thought. The traditional sales funnel approach makes very little sense in this industry, as it takes just 10 weeks to reach a buying decision versus  10 years of retention to make sure they're truly satisfied! Ultimately, AuM is determined by both inflows and outflows, and the business development strategy should reflect this lopsidedness.

External resource on retention? 
The solution!

How about an integrated approach, instead?

Retention requires a dedicated strategy that should endure for years as opposed to weeks for a raising campaign. That's why we believe in an integrated approach that ties both strategies together, enabled by the power of story-led differentiation. This approach provides a compelling reason to invest followed by constant & consistent reminders of why they invested that way in the first place.

Learn More / Video Link?
What if we turned the linear sales funnel into a integrated, circular one instead?
Our results measured in numbers:
Asset Managing Clients
Combined Client AUM
Projects Completed
Our Mission

Deliver the confidence to be authentic.

We believe investing is imperative, and that finding your perfect portfolio should be a seamless process, where everything just clicks into place. In an ideal world, every stakeholder understands why they invest, what they invest in and who they invest with. Only by achieving this deep conviction in the long term strategy can investors be expected to withstand short term market fluctuations. That’s why it’s our mission to provide the confidence to be authentic - by helping Asset Managers to find their own voice, to stand out and to communicate (without jargon) to the investors that are right for them. 

Today, our work is used to communicate better with investors all over the world. We believe investors are gaining a more fundamental understanding of how their money is being utilised to grow their purchasing power (and sometimes even for the betterment of the world) for the long term.

Picture of a man walking in the city.Picture of a group of women working together.
Our company's narrative

How we became CORE Raise & Retain

CORE has its offices in Amsterdam, The Netherlands and Bangalore, India. The CORE partners have extensive industry expertise spanning investments, design, journalism, branding and marketing.



We founded our firm in 2018 and piloted our services with Robeco and Amundi-Pioneer to kickstart the journey.



We set up our Bangalore, India operations to speed up our delivery time and leverage an in-house design studio.



Pivoted towards working on even more digital deliverables than before.



Launched MaaS to work with boutique AMs to assist their scaling efforts with a turnkey marketing solution.

Trusted by the world’s largest global asset managers.

The logo of BlackRockThe logo of BNP Paribas Asset ManagementThe logo of ABN AMRO
and more...
Our Values

The core values that drive everything we do

Icon depicting authenticity, a shield and a book.


Everyone has a unique story. We're here to help them tell it. Trust is the name of the game.

Icon depicting retention, a person on top of an open hand.


We believe in long-term relationships. Lasting partnerships with clients and colleagues alike.

Icon depicting fun, a smiley.


Love what you do and you'll never have to work a day in your life.

Icon depicting skin in the game, a group of three people interconnected.

Skin in the Game

We like putting our money where our mouth is. Actions speak louder than words, after all.

Our Offices

Come and visit!

We'd love to meet you in person and hear your story over a cup of coffee (or tea!). Too far away? Of course we do online meetings as well!

The Dutch flag

Amsterdam, The Netherlands

Prof. J.H. Bavincklaan 4
1183 AT, Amstelveen
The Indian flag

Bangalore, India

WeWork Prestige Central,
36 Infantry Rd, Karnataka 560001
A world map visualise with dots. Two big orange dots are placed on the locations of Amsterdam and Bengalore, showing the locations of our offices.
Get started today

Get in touch or request a demo today!

And together let's see how we can ensure you raise and 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