Ext. Marketing Brochure

EXT. MARKETING OVERVIEW

WE NAMED OUR FIRM “EXT.” BECAUSE WE ACT AS AN ‘EXTENSION’ OF YOUR TEAM.

Ext. is an owner-operated, fullservice, financial services marketing agency that brings together deep industry knowledge and a leading creative team to drive results.

OUR CLIENTS INCLUDE:

• ASSET/INVESTMENT MANAGERS

• WEALTH ADVISERS

• HEDGE FUNDS

• PE & VC FIRMS

• INVESTMENT BANKS

• BROKER DEALERS

• REGULATORY BODIES

• INDUSTRY ASSOCIATIONS

COMPANY OVERVIEW

13+ years in business

100% focus on the financial services sector

50+ employees

3 offices in New York, London & Toronto

Majority womenowned business

40% female executive leadership

Equal opportunity employer

300 projects delivered in 2022

Analyst & research capabilities

Our team conducts research using:

Take the yellow seat with

Ext. is a full-service, marketing agency focused on the financial services industry.

Benefit from working with a team that brings together their deep industry knowledge and creativity to drive results.

WITH OUR TEAM’S EXPERIENCE, OUR RANGE IS ENDLESS

RECENT TOPICS

• Active vs. passive investing

• Actively managed and factor-based/ smart beta ETFs

• Advanced analytics

• Asset allocation

• Asset manager selection

• Currency hedging

• Credit, convertibles

• Cybersecurity

• Defined contribution vs. Defined benefit

• Emerging markets equity, debtand small-cap investing

• Enhanced equity

• Estate planning

• Exempt market dealer use of technology

• Fiduciary duty

• Fraud

• Future of investor relations/ communications

• Goals-based investing

• Idea generation/ creativity tools

• Inflation, income, volatility and longevity

• Inflation-protected income strategies

• Investor psychology/ behavioral investment

• Investment commentary best practices

• Latin America: macroeconomic and equity markets

• Liability-driven investing

• Liquid alternatives

• Macroeconomic outlooks for CIOs

• Mortgage funds

• Public pensions, individual pension plans

• Private debt

• Private corporation tax changes

• Robo-advice platforms

• Real assets

• Regulatory changes

• Responsible investing/ ESG

• Saving for education

• Sector-specific topics: tech, health care, infrastructure, energy, real estate

• Small-cap, large-cap equities

• Time-weighted vs. moneyweighted returns

• Value of financial advice

• Venture capital

REPRESENTATIVE CLIENTS

THE POWER OF ONE AGENCY

With our scale & full-service offering, Ext. can be your long-term marketing partner

• Branding, naming & messaging

• Marketing & business strategy

• Integrated communications strategy

• Web & digital strategy

• Media planning

• Value-add & sales program strategy

• Campaign activation, media planning & buying

• Social media management

• SEO/SEM

STRATEGY EXECUTION ACTIVATION

• Market & investment writing

• Articles & white papers

• Social content

• Infographics

• Pitchbooks & presentations

• Web sites, landing pages

• Collateral & tools

• Design production

Please ask us to see examples of our work.

• Full service agency

• Dedicated account lead

• PMO project support

• Hands-on executive sponsor