Consulting Services

The Investing Collective

Strategic Positioning & Proposition Development

In an intensely competitive market, a clear, compelling, and differentiated proposition is essential. We work with asset managers to define what makes their funds unique, relevant, and attractive to target investors.

Services Offered:

Proposition Review & Refinement: Deep-dive assessment of current product positioning, messaging, and market fit across your fund range.
Target Investor Profiling: Identifying and understanding the specific needs, preferences, and behaviours of target investor segments (retail, wealth managers, platforms, institutions, pension schemes).
Value Proposition Development: Crafting clear, evidence-based statements of differentiation and value that resonate with each investor segment.
Messaging Framework: Creating consistent, compelling messaging for use across all investor touchpoints and distribution channels.
Product Repositioning Strategy: For underperforming or misunderstood funds, developing and implementing a strategic repositioning plan.
New Product Development Support: Strategic input on product design, structure selection (OEIC vs ETF vs Investment Trust, etc.), and go-to-market positioning.

Why This Matters:

A strong proposition attracts and retains investors across all channels.
Clear differentiation reduces reliance on price competition and fee pressure.
Effective positioning supports distribution, reduces redemption risk, and enhances AUM stability.

Competitor & Market Analysis

Understanding the competitive landscape is fundamental to strategic decision-making. We provide rigorous, actionable analysis of competitors, market trends, and investor behaviour to inform your strategy across all fund structures.

Services Offered:

Competitive Benchmarking: Detailed comparison of your funds against direct and indirect competitors across performance, fees, flows, distribution reach, and marketing effectiveness.
Sector & Asset Class Analysis: In-depth research into specific markets (e.g., global equity, fixed income, alternatives, sustainable investing) including supply/demand dynamics, investor appetite, and emerging trends.
Market Sizing & Opportunity Assessment: Quantifying addressable markets for new product launches or expansion initiatives.
Structure Analysis: Understanding the competitive dynamics and investor preferences across different fund structures (OEICs vs ETFs vs Investment Trusts vs LTAFs).
Distribution Channel Intelligence: Mapping and analysing routes to market, including platform dynamics, wealth manager preferences, institutional allocations, and direct-to-consumer trends.
Pricing & Fee Analysis: Benchmarking fee structures and understanding the relationship between pricing, value perception, and competitive positioning.
Regulatory & Structural Trends: Monitoring changes in regulation, tax treatment, and market structure that could impact competitive positioning.

Deliverables:

Comprehensive written reports with executive summaries.
Comparative data tables and visualisations.
Strategic recommendations and action plans.
Ongoing market intelligence and competitor monitoring (retainer basis).

Investor Communications & Marketing Strategy

Effective communication builds trust, manages expectations, and drives engagement. We help asset managers communicate clearly, credibly, and compellingly with their investors and intermediaries across all touchpoints.

Services Offered:

Communications Strategy Development: Creating a comprehensive plan for investor and intermediary communications across all channels and fund structures.
Marketing Collateral Review & Development: Reviewing and critiquing factsheets, brochures, presentations, and digital materials to ensure they are informative, accessible, and compliant.
Fund Manager Commentary: Reviewing fund manager updates so that they provide genuine insight, context, and perspective on performance and positioning.
Crisis & Underperformance Communications: Developing messaging strategies for challenging periods, including underperformance, market volatility, or structural changes.
Investor Event Planning: Structuring and scripting presentations, webinars, roadshows, and Q&A sessions for institutional and intermediary audiences.
Social Media Strategy: Developing selective use of LinkedIn, YouTube, Instagram, X, and other channels to enhance brand visibility and investor engagement.
Sales Enablement: Helping build compelling presentations, pitch materials, and training for internal and external distribution teams.
Performance Attribution & Storytelling: Helping fund managers articulate the “why” behind performance in ways that resonate with different investor types.

Why This Matters:

Clear communication reduces information asymmetry and builds investor confidence.
Engaged investors are more loyal and less likely to redeem during market volatility.
Proactive communication builds reputation and trust with intermediaries, platforms, and consultants.