INVESTMENT COMMUNICATIONS CAPABILITIES
2023
We named our firm “ext.” because we act as an ‘extension’ of your team.
OUR CLIENTS INCLUDE:
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MANAGERS I HEDGE FUNDS I PE & VC FIRMS I INVESTMENT BANKS I REGISTERED INVESTMENT ADVISORS WEALTH ADVISORS I BROKER DEALERS I SERVICE PROVIDERS I INDUSTRY ASSOCIATIONS
ASSET
Macroeconomic & Portfolio Commentaries Technical Whitepapers & Thought Leadership Retail & Institutional Fund support Alternatives & Hedge Fund Expertise Creative & Integrated Marketing Campaigns Corporate Identity & Branding Marketing Collateral & Infographics Key Messaging and Market Positioning OUR ROOTS OUR ORIGIN STORY 3 FINANCIAL SERVICES CONTENT Our team has deep expertise in investment products, distribution channels, technical and macroeconomic analysis, as well as the regulatory environment Websites, Digital & Social Campaigns 1 2 3 2 Ext. was founded by two marketing communications veterans from the financial services industry 1 Today, the firm is firmly rooted in providing insightful financial content, as well as strategic, creative marketing 3
INVESTMENT COMMUNICATIONS SERVICES
1 COMMENTARIES
We write monthly, quarterly, semiannual and annual investment commentaries for asset and portfolio managers. Our goal is to maintain your firm’s or PM’s voice and deliver consistent, well-written and detailed commentaries. Our team will also project manage the end-to-end approval process to ensure all deadlines are met.
FACTSHEETS
Your factsheet is a critical tool that helps position your fund for your capital raising efforts. Based on the stage of your firm, we will create a professionally designed factsheet, following industry best practices to highlight the details of your fund.
PROCESS & PROJECT MANAGEMENT
This is one of our most popular services. Our team has the experience, expertise and best practices to assess your current commentary process and refine it to achieve greater efficiencies. We will create current and future state process maps – and manage the process accordingly.
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INVESTOR LETTERS & QUARTERLY REPORTS
Investor letters are not easy to produce quarter-after-quarter. Our team works collaboratively with you to write and design your monthly, quarterly, semi-annual or annual investment letters to keep your investors informed and engaged.
ANALYST RESEARCH
Leveraging our in-house Bloomberg terminal, our analysts dig into macroeconomic, firm, product and market data. This helps with data verification, competitive research, as well as more strategic work like product positioning.
MARKET COMMENTARY & INSIGHTS
Let us create a curated set of relevant content, delivered on a daily, weekly or monthly basis to your investors, marketing and/or sales teams. Ideas for curated content include: important economic news stories, thematic and mega-trend articles, as well as competitor updates.
Our team conducts research using:
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OUR TEAM’S INDUSTRY EXPERIENCE
Our team conducts research using:
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INVESTMENT WRITERS & ANALYSTS
CLIENT STRATEGY
CREATIVE TEAM
CLIENT DELIVERY
REPRESENTATIVE CLIENTS
…
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WHAT THEY SAY ABOUT US
ext. is responsible for managing the creation of our portfolio manager commentaries. Given their extensive knowledge, I trust ext. to get the job done right, every time.
Jane Gulian Moiroux, CFA, VP & National Director, Investment Platform BMO Private Banking
ext.’s strategic thinking helped us establish our voice and explain our hedge fund’s investment strategy in clear language that is easy for our investors to understand.
Effie Wolle, CFA, MBA, Chief Investment Officer GFI Investment Counsel
ext. has simplified a once tiresome process. They handle all commentary project management and writing for our firm, which frees up our team’s time to focus on other core areas of our business.
Scott Carreau, Team Lead, Product Management IA Clarington Investments
The hard-working team at ext. continually delivers high-quality design and service that always hits the mark!
Keith H. Crone, Executive Vice President, Head of Marketing Evolve ETFs
We’re always impressed with ext.’s knowledge and ability to produce investment commentaries that meet our needs – and the needs of our clients.
Jamie Kingston, Head of Americas Product Management Invesco
I always trust that the ext. team will provide prompt confirmation and detailed explanations on any questions that may arise. When something is unclear, I look to ext. to always point me in the right direction! Your willingness to help never goes unnoticed!
Lisa Joy Roger, Senior Manager, Strategic Business Communications BMO Global Asset Management
Working with a new team can be difficult, but not when it comes to ext. They captured the voice of our portfolio manager on the first attempt and were able to create an engaging piece for us to feature. They have truly exceeded our expectations.
Noel Dattrino, Vice President, National Sales Manager Vertex
One Asset Management Inc.
ext.’s professional writers always hit the mark! Their knowledge of the fund industry is second to none. We know we are in good hands when using ext. to produce our investment commentaries.
Timothy Somerville, Vice President, Digital Marketing Ninepoint Partners
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COMMENTARY DEVELOPMENT & PROJECT MANAGEMENT
COMMENTARY SERVICES
Process is in our DNA.
Our team of account and project managers take on any aspect of your commentary process – from liaising with portfolio managers and/or fund accounting to obtaining approvals and working with compliance.
%78
of our clients use our customizable project management services
COMMENTARY PROJECT MANAGEMENT
• Project scheduling
• Requests for data and information
• Tracking
• Approvals
• Research
• Writing
• Editing
COMMENTARY WRITING
COMMENTARY PROCESS EVALUATION & DESIGN
• Process evaluation and development
• Fact checking
• Formatting
• Implementation of modified/improved process
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COMMENTARIES
Our team develops a wide range of commentaries for retail and institutional audiences on a daily, monthly, quarterly, semiannual and/or annual basis using macroeconomic research and fund-specific attribution information.
In addition to writing commentaries, we can also update your financial statements. Ask us for more information.
Quarterly Commentary ESG Commentary Mutual Fund Commentary Mutual Fund Commentary 10
COMMENTARY CASE STUDY
GLOBAL ASSET MANAGER
PROBLEM
Getting quality investment commentaries delivered on time to retail and institutional audiences globally for over 500 strategies/funds is a huge operational undertaking:
• Getting accurate data
• Writing quality commentaries
• Fact-checking
• Proofreading
• Obtaining approvals
• Design and layout
All this takes key resources away from other valuable activities.
SOLUTION
Ext. developed a commentary process that:
• Freed up portfolio managers’ and other resources’ time
• Established an SLA to ensure all commentaries were delivered on-time
• Established a style guide to ensure all commentary language was consistent
• Saved money on expensive independent freelancer costs
Today, ext. writes and manages commentaries for the client’s entire fund complex – covering Europe, Asia and North America – for both retail and institutional audiences.
Number of portfolio manager commentaries by year
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Number of portfolio manager commentaries by quarter
OUTSOURCED COMMENTARY CASE STUDY
REDUCE COSTS. SAVE TIME.
The following case study is based on an asset management firm with 80 mutual funds. Ext.’s cost includes commentary writing, editing and project management, and a five-day delivery timeline. 40%
In-house cost: $136,360 Ext. cost: $49,120 V.S.
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z z Total 8 hrs 640 hrs 2 hrs 160 hrs
INVESTOR LETTERS, REPORTS & FACTSHEETS
INVESTOR LETTERS
Hedge fund manager – e-blasts and quarterly investor letters
Wealth advisor – quarterly investor letters
Outsourced CIO - e-blasts and quarterly investor letters
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REPORTS
Quarterly report Annual report 15
ETF Real estate fund Hedge fund Mutual fund
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FACTSHEETS
FUND FACTS
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RESEARCH, ANALYSIS & CURATED CONTENT
RESEARCH & ANALYSIS
Let our team take care of the research!
It is often difficult for marketing teams to get the accurate data they need. Our team of analysts and content strategists conduct research using our in-house Bloomberg terminal to ensure accurate and timely data.
• Market briefings
• Chart and deck maintenance
• Curated macroeconomic content
Our research capabilities are endless! Looking for a partner for product positioning or to craft competitive analysis? Click here to see how we can do that for you!
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Scenario building & monthly chart updates
ext. I S Y O U R O U T S O U R C E D M A R K E T I N G P A R T N E R
ext.’s Curated market research
CURATED, REAL-TIME INDUSTRY & MARKET CONTENT
Imagine a bespoke daily or weekly email covering the latest macroeconomic news, industry trends and insights that matter to you, your team, sales and/or advisors.
We source data and news from our in-house Bloomberg terminal, as well as other leading sources, to ensure you provide your audience targeted and compelling insights.
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Daily briefing Quarterly Investor web briefing Monthly market and industry insights Quarterly market insights
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REPORTS
• In-depth research on pressing issues affecting the financials sector (e.g., cybersecurity, fiduciary duty)
• Global perspectives that will broaden your understanding of what’s happening out there –and what might happen next
• Recommended best practices from people in the know
Reports
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Context e-newsletter 21
LET’S GET STARTED ext-marketing.com info@ext-marketing.com 1.844.243.1830 22
