Mutual Fund Companies & Asset Managers

Financial Writing for Mutual Fund Companies and Asset Managers

We help mutual fund companies and asset managers communicate with shareholders, financial advisers, and the media. Our clients have included firms such as Putnam Investments, J.P. Morgan Chase, USAA, Citizens Advisers, and a certain Boston-based firm that is one of the world’s largest mutual fund providers. Our services include:

Mutual Fund Shareholder Reports and Market Commentary. Our team of independent industry veterans has written literally thousands of mutual fund shareholder reports and fact sheets over the past 15 years. We interact with fund managers in a courteous, knowledgeable, and professional manner. We conduct interviews with maximum efficiency to ensure you meet your deadlines. And of course, we provide high quality commentary that reflects your firm’s brand and educates your shareholders.

White Papers & Case Studies. We can help you write effective white papers and case studies to demonstrate your money management expertise and thought leadership. Whether you’re looking to educate mutual fund wholesalers, financial advisers, or retail investors, we can help you demonstrate thought leadership and communicate your unique value proposition.

Bylined Articles & Press Releases. Traditional media outlets are always hungry for well-written, educational content from trusted sources. That’s why publishing bylined articles in trade journals, blogs, and other media is one of the most effective ways to promote your firm’s expertise. We will work directly with you and your staff to develop compelling content and press releases.

Marketing Collateral & Fact Sheets. While much of today’s marketing collateral has migrated online, effective marketing communications will always depend on well-written copy. We can help you communicate what sets your firm apart from the competition, whether it’s online or on paper.

Proofreading & Editing. Could your communications benefit from a second set of eyes? We provide copyediting and proofreading services that can clean up your copy and avoid embarrassing mistakes.