Capabilities and product brochures

CLIENT:
Transparent Value (part of Guggenheim Partners)

PROJECT (CLICK LINKS):

• Picking winners is a losing game
• Transparent Value Directional Allocation Fund

SCOPE:
Content and design

BACKGROUND:
Presents client’s unique, patented investment process and investment products in a compelling manner

White papers

CLIENT:
J.P. Morgan Asset Management

PROJECT (CLICK LINK):

• Ready! Fire! Aim?

SCOPE:
Content

BACKGROUND:
Presents research on how 401(k) participant saving patterns interact with market volatility and target date fund design to shape retirement outcomes

Brand marketing

CLIENT:
Varick Asset Management

PROJECT (CLICK LINK):

• Unified branding program

SCOPE:
Content and design

BACKGROUND:
Startup investment manager needed to develop firm’s core positioning and basic brand components

Websites

CLIENT:
Systematic Financial Management

PROJECT (CLICK LINK):

• Firm website

SCOPE:
Content, design and site building

BACKGROUND:
Revamps outdated website with a new, easy-to-update site delivering sharpened firm story and product scope

Investment outlooks and perspectives

CLIENT:
Perkins Investment Management (part of Janus Capital)

PROJECT (CLICK LINKS):

• CIO quarterly update
• Lost in translation: Beyond the hype in emerging markets

SCOPE:
Content

BACKGROUND:
Outsource writing for periodic and ongoing investment communication programs

Product sales ideas

CLIENT:
RidgeWorth Investments

PROJECT (CLICK LINK):

• Large cap value sales idea

SCOPE:
Content and design

BACKGROUND:
Developed a program template that delivered chart-driven sales ideas in a compelling format

Want to see more?

For additional samples or to see examples of a particular type of project, please email or call 212.247.3107.