Finance Case Study

A growing alternative mutual fund company with over $6 billion assets under management needed to promote its success.

 

Objective:

Raise brand awareness, elevate the profile of key executives, and promote the company’s success.

A growing alternative mutual fund company with $300 million assets under management, worked with ERPR Group on a project basis for several years. Switching gears from growth to longevity, they sought to embark on a number of PR campaigns that would raise brand awareness, elevate the profile of key executives, and promote the company’s success in the asset management industry.


Strategy:

ERPR Group designed and executed a press strategy to gain coverage of the firm’s top executives.

ERPR Group designed and executed a press strategy that leveraged company announcements, timely news items and industry expertise to generate media exposure for the firm’s top executives. ERPR Group elevated executive visibility with a variety of op-ed placements, expert commentary and industry-related storylines.


Results:

The campaign resulted in a wide range of coverage promoting the expertise of the brand. Today, the fund has over $6 billion assets under management.

Over the course of three projects, ERPR Group pursued news write-ups alongside thought leadership content. The variety of stories, which ranged from news items to feature interviews, showcased the mutual fund firm’s diversity and expertise. Of course, ERPR can’t take credit for their tremendous growth, but we are proud of the face that our work shed light on their demonstrable leadership, market expertise and helped open doors that were previously closed.

 
Catalyst

Sample Coverage:

ERPR believes a strong story is at the base of all relevant press coverage. Below are a few of the outlets that reported on our client, an alternative mutual fund company with $6 billion assets under management needing to promote its success.