EXT. PRESENTATION edition

Transcription

1 EXT. PRESENTATION 2018 edition

2 WE ARE A FULL-SERVICE FINANCIAL SERVICES MARKETING AGENCY. WE BRING TOGETHER DEEP INDUSTRY KNOWLEDGE AND AGENCY CREATIVITY TO DRIVE YOUR FIRM S GROWTH. OUR CLIENTS INCLUDE: ASSET MANAGERS I HEDGE FUNDS I PE & VC FIRMS I INVESTMENT BANKS I REGISTERED INVESTMENT ADVISORS I WEALTH ADVISORS I BROKER DEALERS I SERVICE PROVIDERS 2

3 OUR OBJECTIVE IS TO: ARTICULATE YOUR MESSAGE. BRING INNOVATIVE & CREATIVE IDEAS TO THE TABLE. MAXIMIZE YOUR BRAND & HELP YOU GROW. 3

4 OUR EDGE KNOWLEDGE CONTENT & CREATIVITY CLIENT EXPERIENCE Benefit from working with a high-caliber team of financial services industry specialists. Get content, creative thinking and award-winning design from an agency that knows their stuff. Enjoy, learn and succeed by working with an agency with a client-first mindset. 4

5 O U R T E A M S I N D U S T R Y E X P E R I E N C E Content Strategists Writers & Editors Marketing Strategists Art Director & Designers Account & Project Managers 5

6 OPEN POSITIONS O U R T E A M 6

7 BY THE NUMBERS 10 YEARS IN BUSINESS 43 FOUNDERS YEARS OF INDUSTRY EXPERIENCE 20 EMPLOYEES INCLUDING CFAS HELPED CLIENTS RAISE $1B 1000S COMMENTARIES PER YEAR 50 CLIENTS AROUND THE WORLD 6

8 CANADA U.S. EUROPE ASIA With offices in Toronto and New York, ext. s global reach includes clients in Canada, the U.S., Europe and Asia. 8

9 R E P R E S E N T A T I V E C L I E N T S Our clients range from hedge fund start-ups to larger retail and institutional asset management firms. 9

10 WHAT THEY SAY ABOUT US The entire deck looks fantastic! WOW! I m thrilled with the flow, content edits, design elements the whole damn thing looks (and reads) amazing. Krishni Attapattu, MBA, Director, Savings and Investment Solutions Sales and Advice Effectiveness CIBC Commercial Banking & Wealth Management ext. provides great strategic plans that my team is able to leverage to deliver outstanding results and return on investment. David Rutherford, Vice President of Marketing NEI Investments ext. is responsible for managing the creation of our portfolio manager commentaries. Given their extensive knowledge, I trust ext. to get the job done right every time. Jane Gulian Moiroux, CFA, VP & National Director, Investment Platform BMO Private Banking ext. s strategic thinking helped us establish our voice and explain our hedge fund s investment strategy in clear language that is easy for our investors to understand. I am very impressed with ext. s creative process and ability to run a smooth project. Briefings are efficient, first drafts hit the mark and they deliver exceptional creative. Lynn Kahrkling, Senior Manager, Strategic Business Communications BMO Global Asset Management We re always impressed with ext. s knowledge and ability to produce investment commentaries that meet our needs and the needs of our clients. Jamie Kingston, Head of Americas Product Management Invesco ext. was instrumental in Serafima s brand discovery process. They helped us articulate our brand and define our brand standards in a way that resonated with our clients. The team has strong knowledge of the hedge fund space, and we are thrilled with our new brand. Emma Sugarman, Head of Business Development - Serafima Investments LP Effie Wolle, CFA, MBA, Chief Investment Officer GFI Investment Counsel 9

11 SERVICES CORPORATE BRANDING Today, 80% of a stock s value is tied to its brand. Let us help you build a recognizable and positive image for your company. Our branding services will give you a look and feel that reflects your core value propositions and that you will be proud of. PRESENTATIONS & PITCH BOOKS Your pitch book is your calling card. It needs to be structured and designed in a way that shares a lot of information, yet engages the reader. Our financial writers and designers work in concert to deliver on this promise. WHITE PAPERS & PUBLICATIONS Content is at the heart of every sales and marketing initiative that you do. Our team of writers includes CFAs that can produce technical white papers, thought leadership pieces and reports, as well as newsletters, articles and blogs. WEBSITES & BLOGS A website should be a tool that engages clients. We know how to do this. Our team writes content, designs and builds sites that deliver a premium client experience, drive engagement and help you grow. We also provide SEO services. 5 VIDEOS & PODCASTS 6 COMMENTARIES & FUND SHEETS 7 CONTENT & STRATEGY 8 CREATIVE & CAMPAIGNS Videos and podcasts are one of the most effective ways to engage your audience. We combine our award-winning creativity with an air-tight process to tell your story, ensure timely delivery and connect with your clients. We write monthly, quarterly, semiannual and annual investment commentaries for asset and portfolio managers. We also design and layout financial statements and fund sheets. Our team will project manage the process to ensure all deadlines are met and your content meets regulatory standards. Content is in our DNA. It s all about getting the right content to the right user at the right time. We design content strategies to engage, educate and convert readers to an action. We deliver on your ongoing content needs to ensure your strategy is successful. Content is king but it needs to be supported by strong creative and campaigns that leverage all relevant platforms. Our design team will give you ideas for infographics, ads and campaign materials that will garner attention and drive actions. SOCIAL MEDIA & MARKETING PERSONAS & CLIENT EXPERIENCE COACHING 12 OUTSOURCED CMO A marketing strategy is not a strategy without taking distribution into consideration. Whether it s through social media channels or marketing, we leverage content to engage while maintaining your voice and tone across all channels. A good content strategy relies on an understanding of who you are targeting. We use a data-driven approach to build personas that will drive your content and client experience. At ext., we have built a lot of pitch books we have seen what works and what doesn t, especially when it comes to presenting. Our experts will help you improve your presentation style so you connect with more people. This service is for smaller asset managers that don t want the expense or headache of staffing a marketing department. Our senior marketing strategists will work collaboratively with your executive team to develop and execute on a marketing plan that will grow your business. 10

12 WORK

13 CORPORATE BRANDING

14 C O R P O R A T E B R A N D I N G The goal: to support the launch of a hedge fund led by a renowned CIO. The brand identity needed to represent the founder s values, experience, credibility and vision. Logo and Medallion Stationary 13

15 C O R P O R A T E B R A N D I N G Brand guidelines 14

16 C O R P O R A T E B R A N D I N G Pitch book 16

17 C O R P O R A T E B R A N D I N G Landing page 17

18 C O R P O R A T E B R A N D I N G The goal: take the firm s existing brand to the next level with a modern look that expressed how their organization had grown. Logo Stationary & investment letter 17

19 C O R P O R A T E B R A N D I N G Website Blog 19

20 PRESENTATIONS &PITCH BOOKS

21 P R E S E N T A T I O N S & P I T C H B O O K S From roadshow presentations to pitch books, we are able to transform what you want to say into a visually compelling experience. Road show presentation 21

22 P R E S E N T A T I O N S & P I T C H B O O K S Pitch book 22

23 P R E S E N T A T I O N S & P I T C H B O O K S Artificial intelligence presentation 23

24 P R E S E N T A T I O N S & P I T C H B O O K S Emerging markets presentation 24

25 P R E S E N T A T I O N S & P I T C H B O O K S SRI presentation 25

26 WHITE PAPERS & PUBLICATIONS

27 W H I T E P A P E R S & P U B L I C A T I O N S Our team has covered a myriad of investment topics including: asset classes, investment strategies and styles, behavioral finance, and market commentaries. Alternatives Private debt 27

28 W H I T E P A P E R S & P U B L I C A T I O N S Active vs. passive Longevity risk 28

29 W H I T E P A P E R S & P U B L I C A T I O N S We can take highly complicated legal documents or annual reports, and turn them into engagement tools. Annual report 28

30 W H I T E P A P E R S & P U B L I C A T I O N S Private placement memorandum 29

31 W H I T E P A P E R S & P U B L I C A T I O N S We have developed the strategy, brand, content and design for high-end quarterly and annual publications. Quarterly fund review magazine 31

32 W H I T E P A P E R S & P U B L I C A T I O N S Annual fund magazine Annual investment guide 32

33 E - N E W S L E T T E R S P U B L I C A T I O N S We understand how to combine digital and print to optimize awareness and reach, as well as position your firm as a thought leader. FOUNDATIONS ISSUE 04 WINTER 2016 How a Chief Investment Officer (OCIO) at BULLWEALTH works with you GET THE MAGAZINE A true OCIO firm, like BULLWEALTH, does not sell any of its own products. In the case of BULLWEALTH, we don t even have any of our own products. By Martin Sims READ MORE The Fundamentals: Transitioning to an OCIO Model When a not-for-profit organization decides to implement and transition to an Outsourced Chief Investment Officer (OCIO) relationship, they are choosing an approach that will be customized to their specific objectives. By Kevin Van Dyk and Julian C. Smith CONTACT US BULLWEALTH 4100 Yonge Street, Suite 612 Toronto, Ontario M2P 2B5 Tel: Toll Free: Fax: READ MORE Making the Leap to an Outsourced Chief Investment Officer How does a smallish not-for-profit with 21 people on staff manage a $100 million endowment? By Lisa MacDonald READ MORE 2016 BULLWEALTH E-blast E-newsletter publication 33

34 WEBSITES & BLOGS

35 W E B S I T E S & B L O G S We develop the content strategy underpinning a blog, build quarterly editorial calendars, deliver the content and leverage metrics to inform ongoing articles. Asset manager website Adviser channel website 35

36 W E B S I T E S & B L O G S Financial educator blog Asset manager blog Investor education blog 36

37 W E B S I T E S & B L O G S We also build interactive infographics to drive engagement and allow for deeper storytelling about your brand. Interactive infographic 37

38 VIDEOS & PODCASTS

39 V I D E O S & P O D C A S T S Our creative studio delivers impressive animation, motion video, whiteboard video and social media video clips. Video animation Graphic animation 39

40 CREATIVE& CAMPAIGNS

41 C R E A T I V E & C A M P A I G N S Our team will find a way to articulate your message that catches people s attention and makes them want to learn more. We free up your time. But it s up to you to decide What you made of it. Transcend takes care of all your regulatory, operational and administrative work so you can focus on what you do best. Call us now at or visit transcend.ca/advisor We free up your time. But it s up to you to decide What you made of it. Transcend takes care of all your regulatory, operational and administrative work so you can focus on what you do best. Call us now at or visit transcend.ca/advisor Outdoor ad Magazine ad 41

42 C R E A T I V E & C A M P A I G N S time is money. free time is more money. If having strong client relationships is the key for a successful practice then one of the main ingredients is time. One of the benefits of moving your administrative and operational functions to Transcend is freeing up your time. By outsourcing the responsibilities of por tfolio management, compliance, market analysis and trading execution, you will have We free up your time, you decide What you do With it. Embracing technology to automate some of the administrative tasks that previously consumed advisors time and resources can also help advisors be more profitable. By outsourcing the responsibilities of por tfolio management, compliance, market analysis and trading execution, you will have extra time to focus your attention on growing your business. Welcome to your new lifestyle. If having strong client relationships is the key for a successful practice then one of the main ingredients is time. One of the benefits of moving your administrative and operational functions to Transcend is freeing up your time. By outsourcing the responsibilities of por tfolio management, compliance, market analysis and trading execution, you will have extra time to focus your attention extra time to focus your attention on growing your business. on growing your business. transcend.ca/advisor transcend.ca/advisor transcend.ca/advisor Magazine ad 42

43 C R E A T I V E & C A M P A I G N S Brochure 43

44 C R E A T I V E & C A M P A I G N S Brochure Brochure 44

45 C R E A T I V E & C A M P A I G N S Infographic 45

46 COMMENTARIES & FUND SHEETS

47 C O M M E N T A R I E S & F U N D S H E E T S E N G A G E M E N T Your commentaries will be produced by a dedicated team of seasoned, technical financial writers, editors and project managers. SCOPE FREQUENCY EXT. CLIENT Edit & layout fund sheet commentaries Quarterly 5 years Write regulatory commentaries, project management & layout of regulatory documents Write retail & institutional commentaries & project management Write retail & institutional commentaries & project management Monthly, Quarterly, Semi-annually, Annually Monthly, Quarterly, Semi-annually, Annually Monthly, Quarterly, Semi-annually, Annually 7 years 5 years 2 years Write retail & regulatory commentaries Semi-annually, Annually 8 years Write regulatory commentaries Semi-annually, Annually 7 years Write regulatory commentaries, project management & layout of regulatory documents & financial statements Semi-annually, Annually 7 years 47

48 C O M M E N T A R I E S & F U N D S H E E T S C O M M E N T A R Y O F F E R I N G COMMENTARY WRITING Write commentaries from source data provided by you (e.g., Reporting Template, existing reports or presentations, attribution reports) Edit and fact check (e.g., company names, holdings, fund and benchmark performance) Style check (e.g., apply your language, tone, grammatical preferences) COMMENTARY PROJECT MANAGEMENT Send requests to contributors (e.g., portfolio managers, specialists, product teams) Validate incoming material Manage approvals with contributors, marketing, compliance, etc. Format and distribute final commentaries Translation COMMENTARY PROCESS EVALUATION & DESIGN Evaluation Recommendation Process change management 48

49 C O M M E N T A R I E S & F U N D S H E E T S C O S T B E N E F I T A N A L Y S I S PAYROLL TAXES OVERHEAD TIME On average our clients Save 30% VS. in-house ENERGY * Case study based on an asset management firm with 80 mandates, quarterly commentaries (approximately words each). Our cost includes commentary writing and project management, with delivery of final product 5 business days after raw data provided. 49

50 C O M M E N T A R I E S & F U N D S H E E T S Commentary Financial statement Fund sheet 49

51 C O M M E N T A R I E S & F U N D S H E E T S Fund commentary Market commentary 50

52 LET S GET STARTED ext-marketing.com info@ext-marketing.com