Fund marketing and reporting solutions for asset and wealth managers

End-to-end managed solutions to help global investment managers drive growth, operational flexibility and profitability

CONNECT WITH AN EXPERT

Acuity Knowledge Partners provides marketing, reporting, thought leadership and digital solutions to global asset and wealth managers. The solutions are primed to lower operational costs, increase flexibility and improve speedtomarket. With our time-tested approach of combining skilled and financially adept personnel with industry best practices and technology, we offer a unique and bespoke solution that many leading global asset managers choose to partner with.

BENEFITS AND IMPACT

15 years of supporting 40+ global financial institutions

Over 200 full-time employees (FTEs) supporting clients across the globe

A client roster that includes 7 of the top 20 asset and wealth managers by assets

Savings of over USD 12m each year through staff augmentation, process efficiency and technology implementation.

Flexible staffing solutions to choose from, depending on client business needs

OUR SOLUTIONS

RFP/DDQ solutions

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RFP/DDQ solutions

  • RFP specialists with deep domain knowledge across asset and wealth managementand commercial banking

  • Ability to handle proposals of different complexities and surges in volume

  • Holistic content management support across digital platforms, including Qvidian, RocketDocs, DOOR, Loopio, RFPIO, Salesforce, Seismic and SharePoint

  • Technology integration to automate standard proposals by leveraging RFP database functionalities

Marketing material and factsheets

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Marketing material and factsheets

  • Support for fund pitchbooks, presentations, brochures, flyers, competitor analysis and factsheets

  • End-to-end design and visual enhancement support

  • Slide library management for a host of third-party vendorssuch as Seismic, Shufflrr andUpSlide

  • A host of automations and macros for automatic updates

Investment commentary

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Investment commentary

  • Support with thought-leadership articles, market and fund commentary, talking points and other similar fund investment research-based reports

  • Natural language generation (NLG) support to manage scale

  • Scalable and cost-effective solutions from low to highly complex reports, including editorial support

Client and other forms of reporting

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Client and other forms of reporting

  • Support with regular and adhoc client reports

  • Ability to manage data issues and databases, template setup, and report production and distribution

  • Extensive experience in running third-party reporting platforms

  • Process streamlining and restructuring to help efficient management of resources

  • Client query handling

Digital marketing support

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Digital marketing support

  • Web content management

  • Marketing automation - Email marketing

  • Creative services

  • Web analytics and optimization

  • Automation and web solutions

  • Social media support services

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