A case study on converting inhouse expertise into compelling content for institutional investors
A hedge fund asked Action Exchange to help articulate its investment team’s thinking and articulate a house view to the market in a compelling and regulatory compliance manner.
Learn how we work with these types of clients:
→ Finance and investment
→ Business
Explore the services featured in this project:
→ Knowledge mobilisation
→ Strategic communications and messaging
Objective
A hedge fund wanted to communicate its ‘light green’ sustainable investment strategies across multiple funds to its clients and prospects. Conscious of ESG hype in the market, the firm was eager to convey the substance of its analysis without losing investors’ attention.
Approach
We analysed the firm’s body of knowledge, including in-house expertise, investment strategies, and the market environment to identify appropriate positioning for the funds’ claims in a fast-moving regulatory environment. Using our editorially-led approach, we interviewed the fund’s portfolio managers, analysts and the CEO to draw out their expertise and translate their insights into nuanced messaging about the funds’ strategies.
Outcome
Action Exchange distilled the analysis into an accessible and engaging piece of marketing collateral, elevating the tone and sophistication of the firm’s communications. Our empirically rigorous approach has given the investment team confidence to communicate new thinking both directly to clients and the market more broadly.
