Investment companies – like other investment funds – face big challenges, from greater suitability requirements, to increased pressures on margins, to growing questions over the value of active investment itself.
In this environment, every asset manager needs a distinct reason for their existence – and a brand that makes this value clear and compelling.
Warhorse provides insight, strategy, creativity and implementation – either to act as your marketing function or support and complement your existing marketing team
We can conduct comprehensive research into your own culture, people and processes – plus also your peers and competitors and current and target investor audiences. In this way we can help determine your market positioning now – and where it could successfully be in the future. Our networks of relationships across the industry allow us to gather candid opinion from the brokers, fund selectors, analysts and commentators who determine how your proposition is perceived in the market place. Research with end-investor audiences can show how your company can align with real-life goals.
Once we fully understand you and your market, we can work with you to identify your key strategic goals – whether that’s to diversify the share register, target more attention among a particular segment of the market – or simply to build and maintain investor awareness.We can explore with you the scale of action required – from a marketing campaign to a full brand repositioning to even rethinking the investment objectives of the company. We carefully align our advice to the resources and ambitions of your company – and can conduct discussions and workshops to achieve ‘buy-in’ across your internal stakeholders.
Whether your focus is a single investment company or your broader investment capability, we can help you carve out a bold, clear ‘brand’ positioning that’s authentic to your culture, values and expertise – and that genuinely stands out in the market place.As well as addressing your visual identity, we can formulate messaging to be used across the business, tone-of-voice guidelines, and full guidance on how this can be implemented effectively internally and externally to deliver a brand that’s consistent, compelling and credible.
The smartest marketing strategy in the world is no use unless it can be implemented practically, at cost and on time. With strong executional marketing experience across our team, we can help you plan a delivery schedule for activity of every scale.We can then help create and deliver much of the collateral – from sales and marketing material to website copy to adviser education – using our own in-house resource where we can and drawing on outside specialists where required.
We know that maintaining audience attention in a crowded investment market is constant process that requires timely responses to market events and investor needs – and a continuous eye on the competitive landscape.On an ongoing basis, Warhorse can help your company stay ahead with services including:
Get our incisive annual review of the UK investment company industry. Capture the insight needed by your board, managers and marketing teams to assess and respond to market trends, key developments and emerging opportunities.
Let us help you explore your market – and your most powerful and authentic position within it. By understanding you, your peers and your investor audiences, we build messaging and strategy to enable your attributes play to their full strengths.
Harness our quarterly reporting to track how your marketing activity is translating through to metrics including share price, share ownership and media coverage – with analysis to cut through market noise.
Partner with our specialists to structure a campaign or PR media strategy spanning the full suite of paid for, earned’ and ‘owned’ media – with full scope to outsource elements to support your teams.
Copyright © 2022 Warhorse Partners - All Rights Reserved.
WARHORSE PARTNERS LTD COMPANY NUMBER 11048647
WARHORSE PARTNERS SERVICES LTD COMPANY NUMBER 13013444