Advertising and Marketing Communications

Guiding the Future of Mutual Fund Communications

Business Goals

Our client, a national investment management firm, invests a significant amount in developing and delivering content, tools and resources for advisors and investors alike. Our research aimed to drive impactful changes and inform business leader thinking about the current and future direction of marketing materials.


Focus groups among advisors and individual investors across three markets.

Several product materials were tested to garner actionable feedback about their effectiveness and relevance and to obtain specific direction regarding design and copy.


The research provided specific direction and action items for each communications piece tested. In addition, we were able to provide our client with a detailed list of “communications imperatives” to utilize when developing or updating any future materials.