White Papers and Articles
It’s a competitive marketplace for investment managers seeking new investor funds, and to manage and expand their client base. One of the keys to maintaining and growing a vibrant client base is effective, discreet communications that provide visibility for a firm’s investment philosophy, fund and advisor performance, knowledge, and reliability. In a down economy when it’s difficult to deliver stellar returns, and when investors are skittish, an investment manager’s ability to convey skill, stability and credibility is particularly important.
Through a strategic relationship with Capital Insight Partners (CIP) (www.cap-insight.com), investment managers can benefit from sophisticated financial media outreach and client marketing services. CIP offers investment advisors website analysis and content development, assistance in gaining visibility through blogging and white papers, outreach to media favored by potential clients, client marketing materials, and more.
In its work as an investor relations firm for publicly traded companies, CIP specializes in facilitating communications between investment managers and corporations. CIP’s principals have strong, ongoing relationships with many investment management firms. These relationships give CIP a significant advantage over other marketing or communications firms you might consider. CIP understands the specific issues related to marketing investment management services in an effective yet discreet manner. Its communications recommendations are made with an understanding of compliance issues, FINRA guidelines and ground rules related to discussing fund and investment advisor performance.
1. If you manage a fund that deserves media and new investor attention, such as an environmentally or socially responsible one, or in biofuels, energy alternatives, or developing healthcare – we can help get your message out to the right financial media and potential clients. Our experienced team of financial media gurus includes former reporters for well-known publications such as Crain’s, The New York Times, and USA Today. We also understand “new media” – like how to reach out to bloggers and a growing base of younger investors that are online and media savvy.
2. CIP is expert at building cost effective websites for companies in the investment industry and have done work for prestigious New York-based firms, such as MacKenzie Partners. Anyone can build a nice website these days at a reasonable cost. But CIP knows what you need to say, how to say it, and how to drive traffic to the audience you are targeting.
3. CIP provides strategies and execution for new client outreach and marketing, as well as support communicating with current clients.
4. If you would like to build your firm’s visibility with a targeted client base, CIP can help establish you in media and online as a resource for investing information and advice, which can help intrigue and attract potential clients.
Capital Insight Partners would also be happy to speak with the management of any company in your portfolio you believe could be doing a better job of communicating with reporting to investors. If your fund makes investments in publicly traded companies – it is quite common from time-to-time to be displeased with the management team of a holding in your portfolio, especially should you feel the company does a poor job of reporting, communicating with current shareholders, or seems to lack a valid strategy for soliciting quality new investors. Typically, this means that the stock is trading down and potentially further undervalued.
1. CIP has experienced strategic investor relations executives that can help any company communicate as its investors deserve and demand. Team members include IR, legal, securities and M&A experts, as well as financial media gurus.
2. By networking us through your fund, directly to your holding’s management team, we can work in conjunction with your fund and the management team to patch holes in the company’s investor relations and financial media relations strategy. This is a win for you as a fund manager and a win for the company you have taken a position in.
3. CIP is very different than most PR firms, in that we actually have successful business and financial executives, who are also communicators, who can read, understand, and interpret financial statements and business strategy.
CIP finds that quality investor communications can have a significant positive effect for a company that is performing well but communicating poorly. CIP regularly receives leads from its investment manager contacts, and when improved corporate reporting contributes to increased volume, better liquidity and an improved valuation, the investment manager holding the stock wins, as well.
We look forward to speaking with you.
Jacob Eisen, President
312-466-7646
Tad Gage, EVP
312-466-7646
