The Investing Collective

Consulting for asset managers

The Investing Collective is a specialist consultancy for asset managers and investment trust boards, providing strategic advice on product positioning, competitor analysis and shareholder communications.

Strategic Positioning & Proposition Development

Identifying, building and communicating a clear, compelling and differentiated proposition

Competitor & Market Analysis

Understanding the competitive landscape is critical to strategic decision making

Investor Communications & Marketing Strategy

Ensuring your investment story is well received by the right investors

With over 30 years of experience in asset management, we can help you sharpen your competitive positioning, refine product propositions, and improve communications with investors. We also provide strategic advisory services to investment trust boards seeking to enhance governance, shareholder engagement and performance.

How we can help?

Product positioning, competitor reviews, shareholder communications, market engagement

Who we can help?

We can work with CEOs & CIOs, distribution teams and investment trust boards at a strategic level or on a day to day implementation level

Why The Investing
Collective ?

Utilising over 30 years of industry knowledge to help asset managers and boards

Explore some of the work we have done

The Investment Collective has worked with asset managers and investment trust boards on building their social media profile, as well as providing consulting services and market intelligence.

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The Investing Collective

Consulting for asset managers