The client, a major US asset manager, had started to produce enhanced quarterly reporting for a number of funds. The objective was to expand the number of funds covered, but the client required external support to augment its own resources during the critical end of quarter period.
The client was looking for an agency with the capability to take the initiative in producing insightful copy, using attribution reports as base content with little, if any, additional input. The brief encompassed the requirement for both market reviews and portfolio performance reviews. Report length varied from 4 to 12 pages. An additional condition was that they be written in US English and be consistent with the client’s distinct tone of voice.
We were appointed as content partner, initially to write reports for a handful of equity funds, building to 25 equity, fixed income and multi asset funds over several months. With the client based on the west coast of the US, careful planning was needed to ensure all parties were aware of what they were expected to deliver, and by when, across both time zones.
Our brief has now expanded to include the creation of two-page versions for funds, as well as market-facing reports.