EXT. CAPABILITIES PRESENTATION FOR LEI WINNERS 2019 editio n
CONGRATULATIONS!
WE ARE A FULL-SERVICE M A R K E T I N G A G E N C Y T H AT B R I N G S T O G E T HE R D E E P I N D U S T RY K N O W L E D G E A N D C R E A T I V I TY TO D R I V E Y O U R F I R M ’ S G R O W T H.
OUR CLIENTS INCLUDE:
WEALTH ADVISORS ASSET MANAGERS I HEDGE FUNDS I PE & VC FIRMS I INVESTMENT BANKS I REGISTERED INVESTMENT ADVISORS I I BROKER DEALERS I SERVICE PROVIDERS 3
OUR COMPETITIVE ADVANTAGE E x t . i s a f u l l - s e r vi c e a gen c y t h a t b r i n gs t o get h er the left and r ight sides of the brain
LEFT Highly skilled, CFA-level writers and analysts
RIGHT Fresh ideas and unparalleled creativity
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BY THE NUMBER S FOUNDERS’ YEARS OF INDUSTRY EXPERIENCE
47 10 EMPLOYEES $5B 20 100S 1000S YEARS IN BUSINESS
INCLUDING CFAS
COMMENTARIES PER YEAR
HELPED CLIENTS RAISE
OF LONG-TERM CLIENTS
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OUR TEAM’S INDUSTRY EXPERIENCE CLIENT STRATEGISTS
ACCOUNT & PROJECT MANAGERS
CONTENT STRATEGISTS
WRITERS & EDITORS
ART DIRECTOR & DESIGNERS
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R E P R E S E N T A T I V E CLIENTS
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WHAT THEY SAY ABOUT US The entire deck looks fantastic! WOW! I’m thrilled with the flow, content edits, design elements… the whole damn thing looks (and reads) amazing. Krishni Attapattu, MBA, Director, Savings and Investment Solutions Sales and Advice Effectiveness CIBC Commercial Banking & Wealth Management
ext. provides great strategic plans that my team is able to leverage to deliver outstanding results and return on investment.” David Rutherford, Vice President of Marketing NEI Investments
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.
I am very impressed with ext.’s creative process and ability to run a smooth project. Briefings are efficient, first drafts hit the mark and they deliver exceptional creative. Lynn Kahrkling, Senior Manager, Strategic Business Communications BMO Global Asset Management
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
ext. was instrumental in Serafima’s brand discovery process. They helped us articulate our brand and define our brand standards in a way that resonated with our clients. The team has strong knowledge of the hedge fund space, and we are thrilled with our new brand. Emma Sugarman, Head of Business Development Serafima Investments LP
Effie Wolle, CFA, MBA, Chief Investment Officer GFI Investment Counsel
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SERVICES
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KEY MESSAGING & BRAND EVOLUTION
PITCHBOOKS & PRESENTATIONS
WEBSITE COPY & DESIGN
INVESTOR LETTERS 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.
As your firm evolves, so must your brand. We can help you evaluate your existing messaging and brand, provide recommendations on how to take it to the next level – and then implement.
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.
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WHITEPAPERS & BROCHURES
VIDEOS & PODCASTS
INFOGRAPHICS
Videos and podcasts are fast becoming among the most effective ways to engage your audiences. We combine our award-winning creativity with an air-tight process to optimize your story across these mediums.
Today, people read less and “view” more. Give us a topic or theme and we will create an engaging, informative infographic in static or HTML format.
DIGITAL MARKETING STRATEGY
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 thoughtleadership pieces and other collateral.
E X T. I S Y O U R O U T S O U R C E D MARKETING PARTNER
Firms today need to build credibility in the market. Social media can help you do that. Whether it’s through blog posts or thought-leadership pieces, we can show you how to leverage social media and help you get it done!
You don’t want the expense of staffing (or staffing up) your marketing department. Our senior marketing strategists will work collaboratively with you to develop and execute marketing materials that will help you raise more capital.
E X AM PL E S
PITCHBOOK EXAMPLES
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L A R G E - F O R M A T E X A M P L E
R O A D
S H O W
Road show presentation
2020
BROCHURE EXAMPLES Third-party marketing firm brochure
Tier-one bank – private client brochure
Wealth manager brochure
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WHITEPAPER EXAMPLES Global real estate
WHITEPAPER TOPICS COVERED INCLUDE: • • • • • • • • • Convertibles – making the case
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Active vs. passive investing Liability-driven investing Asset allocation Goals-based investing Fiduciary duty Asset manager selection Responsible investing/ESG Emerging markets equity, debt and small-cap investing Latin America: macroeconomic and equity markets Inflation, income, volatility & longevity Advanced analytics Time-weighted vs. money-weighted returns Inflation-protected income strategies Investor psychology/behavioral investment Defined contribution vs. defined benefit Macroeconomic outlooks for CIOs Venture capital
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Currency hedging Investment commentary best practices Idea generation/creativity tools Saving for education The future of investor relations/communications Cybersecurity Private debt Mortgage funds Liquid alternatives Actively managed and factor-based/smart beta ETFs Robo-advice platforms Real assets Public pensions, individual pension plans Enhanced equity Private corporation tax changes Talking about estate planning with family Value of financial advice Exempt market dealer use of technology Sector-specific topics: tech, health care, infrastructure, energy, real estate
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FACT SHEET EXAMPLES
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INVESTOR LETTER EXAMPLES 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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WEBSITE EXAMPLES Complex navigation design and UX
Scrolling parallax design
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B L O G S T R A T E G Y E X A M P L E S
Blog strategy and development
Writing and editing
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D E V E L O P M E N T
Image selection and posting
Metrics, analysis and content planning
Posts
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VIDEO PRODUCTION EXAMPLES
View examples of our video work at: https://vimeo.com/extmarketing
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I N F O G R A P H I C S I N T E R A C T I V E /
H T M L
E X A M P L E
HTML interactive infographic
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LET’S GET STARTE D ext-marketing.com
info@ext-marketing.com 1.844.243.1830
NEW YORK I TORONTO