Ext. Marketing ETF Capabilities

WE NAMED OUR FIRM “EXT.

”

BECAUSE WE ACT AS AN ‘EXTENSION’ OF YOUR TEAM.

2

COMPANY OVERVIEW

13+ years in business

100% focus on the financial services sector

3 offices in London, New York & Toronto

Majority women-owned business & 40% female executive leadership

50+ employees

In-house Analysts with Bloomberg terminal research capabilities

3

THE EXT. ADVANTAGE

POWER OF AN AGENCY OF ONE

EXT. MARKETING

Leverage a targeted and multi-faceted digital and content strategy from an agency focused 100% on the financial services sector since 2010.

FULL SERVICE AGENCY IN-HOUSE CAPABILITIES FINANCIAL SERVICES FOCUS

Enjoy the benefits of a fully integrated service that is already familiar with your team, including:

• Account manager

• Project manager

• Ongoing support

• Bundled pricing

Work with a team of 50+ seasoned in-house digital marketers, content creators, certified writers, analysts and media strategists:

• Content creation and editorial planning

• Research analysis

• Website and micro-site development and support

• Social media management

Capitalize on our strong expertise in the industry’s best practices:

• Experience with wealth advisors and target audiences

• Technical and subject matter expertise

4

OUR TEAM’S INDUSTRY EXPERIENCE

Our team conducts research using:

5

& ANALYSTS CLIENT STRATEGY CLIENT SERVICE

INVESTMENT WRITERS

CREATIVE TEAM

6

…

ETF CLIENTS

STRATEGIC SERVICES

KEY MESSAGING BRANDING & VISUAL IDENTITY BRAND AWARENESS & LEAD GEN CAMPAIGNS

We believe that every successful brand has a strong messaging foundation. We help our clients define their brand promise, value proposition and key messages through a series of interviews and distilling them into a simple Key Message Framework.

Once your key messaging is in place, you need a visual identity that reflects who you are, your values and your product/sales promise. Whether it’s a logo refresh or developing a complete brand package, our creative team will develop something that is authentic to you.

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 action.

THOUGHT LEADERSHIP & CONTENT STRATEGY SOCIAL & DIGITAL ENGAGEMENT STRATEGY

A good content strategy puts the right content in front of the right user at the right time, in the right format. We build content strategies to engage, educate and drive readers to act.

We use an integrated approach to develop your digital strategy – whether that’s through your website, social channels or OTT applications. We use video, html infographics and content to engage, then metrics to measure. We also help client maximize their CRM platforms.

1 2 3

4 5

CONTENT, DESIGN & DIGITAL SERVICES

PITCHBOOKS & PRESENTATIONS WEBSITES & SEO WHITE PAPERS & ARTICLES

As your firm’s narrative evolves and becomes stronger, your pitchbook must also adapt. Our team will work collaboratively with you to help reflect the maturation of your firm in your updated pitchbook.

A website should be a tool that engages clients. Our team writes content, designs and builds sites that deliver a premium client experience, drive engagement and help firms grow. We also provide Search Engine Optimization (”SEO”) services.

Strong content is at the heart of every sales and marketing initiative. Our team of writers includes CFAs who can produce deep-dive technical whitepapers, as well as thought-leadership pieces and other collateral.

BROCHURES & COLLATERAL

Brochures and other collateral still play a role in any sales process. Our team will help structure, write and design materials that will help you inform your end-clients and lead to a sale.

Email continues to be a powerful way to communicate with your target audience. The trick is to write email copy that gets noticed and design that has impact. Our team can deliver – so you get more responses.

We write monthly, quarterly, semi-annual and annual investment letters for alternative asset and hedge fund managers. We also develop branded templates that make your communications look more professional.

1 2 3

EMAIL

4 5

& SOCIAL MARKETING

COMMENTARY &

6

INVESTOR LETTERS