Consistency and Customization

by | December 2012 | Sharp Audience Focus

In This Issue: A Delicate Balance | The Penalty Box | Custom Nation At every step along the path to asset growth—from introductory consultant meetings to client reviews—smart investment managers seek to communicate one set of consistent messages about their identity....

When Target Marketing Misses the Mark

by | March 2011 | Sharp Audience Focus

In This Issue: Steady, Consistent Aim | Funding What? | Selling Snake Oil Institutional investment firms have intensified their target marketing efforts—developing white papers and website modules, for example, focused on public pension plans or endowments and...