In today’s highly competitive asset management industry, the use of marketing materials that effectively communicate a firm's unique value proposition is crucial for success. Every company must strive to deploy well-crafted marketing collaterals that attract and retain their investors’ interest.
As a global leader in providing marketing collateral-related support, Evalueserve has developed a robust and efficient process of creating, managing, and publishing marketing materials. This article highlights the importance of marketing collaterals in fund marketing and explores our related services.
Understanding Marketing Collaterals
In the case of fund marketing, marketing collaterals include documents, presentations, brochures, websites, and other materials that provide information about investment funds. These collaterals are designed to educate investors, highlight fund benefits, and attract investment.
Conventional Marketing Collaterals
- Fact Sheets: Documents that provide key information about funds, including their objectives, performance, holdings, and fees.
- Brochures: Booklets that outline the features and benefits of various funds offered by asset management firms.
- Marketing Presentations: PowerPoint slides that provide detailed information about a fund's objective, strategy, performance, and benefits to help investors make informed decisions.
- Websites: Online platforms that host fund information, performance data, and other relevant details.
- Emails: Targeted emails that include updates, insights, and promotional content about funds
Evalueserve's Five-Step Marketing Collateral Creation and Management Process
Step 1: Data Sourcing
Accurate and reliable data is a core component of high-quality marketing materials. Evalueserve collects data from reliable sources, including investment specialists, product teams, portfolio teams, and databases like Bloomberg and Morningstar. We streamline, cleanse, harmonize, and consolidate such data to incorporate it into collaterals.
Step 2: Creation and Maintenance
After data sourcing, we coordinate with product writers and portfolio managers to develop the content for marketing collaterals in PowerPoint or PDF format. By developing and regularly updating marketing materials, Evalueserve helps asset management firms effectively communicate their value proposition to potential investors.
Step 3: Quality Check / Finalization
We use a multi-level process to ensure error-free collaterals. In level 1, our experts review documents and correct errors; in level 2, reviewers recheck the data and provide feedback; and in level 3, we incorporate the feedback and prepare the final document. Our multi-layer process guarantees high-quality output.
Step 4: Regulatory Adherence
Regulatory compliance is a crucial aspect of marketing collaterals. Evalueserve’s project team coordinates with Compliance for content approval, and also uses third-party regulators like ALPS for external approval. Feedback from reviewers / regulators are discussed with product writers and incorporated in marketing materials to ensure they comply with both internal and external regulations.
Step 5: Multi-Platform Dissemination
The final step is publication of marketing collaterals across various platforms, including a firm's homepage, fund finder section, and specific fund pages. Additionally, we organize marketing materials in various folders, based on metadata, and disseminate them as automated email alerts, ensuring they reach targets promptly and effectively.
This process ensures that marketing collaterals are accurate, compliant, and up to date, providing a streamlined approach to managing the end-to-end process.
Benefits and Value Add
Streamlined Data Sourcing
- Improved overall quality and control of databases managed by Evalueserve.
- Enhanced data sourcing process through data duping exercises.
Improved Quality
- Process improvements leading to better compliance approval.
- Ensured high-quality output through thorough review processes.
Reduced Time to Market
- Increased overall productivity by over 30%, reducing the completion time from ~12 weeks to ~8 weeks.
Knowledge Repository
- Created a repository of over 22,000 pieces in the last 5 years, providing valuable insights and resources
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Global Asset & Wealth Management Trends and Opportunities in 2025
Conclusion
High-quality collaterals are powerful tools that communicate a fund’s unique benefits and strengths, making it easier for potential investors to understand and appreciate their value. Evalueserve's comprehensive marketing collateral management approach significantly enhances the efficiency, quality, and compliance of marketing materials for asset management firms.
Our structured process of data sourcing, content update, quality review, compliance, and publication, ensures that firms produce high-quality marketing materials. This meticulous approach not only streamlines the creation and distribution of marketing collaterals but also guarantees adherence to regulatory standards.
Evalueserve's expertise in managing complex data and content allows asset management firms to focus on their core competencies while benefiting from professionally crafted and compliant marketing materials.
