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INDUSTRY — ASSET MANAGEMENT

Asset management marketing for a market where AUM doesn't grow through advertising — but shrinks without a brand.

Distribution platforms, advisors, family offices, institutional investors — all decide differently. We build brand work that carries in advisory meetings, investment committees and market commentary alike.

Experience with asset managers, fund houses and pension funds across DACH. References on request.

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OUR THESIS

An asset brand isn't sold on performance — but on the credibility of the performance explanation.

Performance fluctuates, trust is built. Without a brand voice, you're interchangeable in the next drawdown. We build brands that survive phases because they have a stance.

INDUSTRY REALITIES
01

Net new AUM is the only honest metric.

Gross inflows without outflow context are marketing theatre. Marketing has to move net new AUM or it moves nothing.

02

Market commentary is a brand asset.

Regularly explaining what's happening in the market builds source authority — and gets cited in advisory meetings.

03

Distribution platforms are gatekeepers.

Without listing on the right platforms you don't sell. Brand work is also platform work — pitch decks, factsheets, service.

04

Institutional acquisition is relationship work.

Marketing can prepare it, not replace it. Reports, reputation and conference presence are the basis for the mandate.

KPIs WE STEER BY
Net New AUM
Net inflows, segmented by distribution channel and asset class. Gross obscures.
Share of Voice in Marktkommentar
How often is the house view cited? Correlates with advisor recommendation.
Berater-Aktivierung pro Plattform
How many advisors actively sell our funds? Distribution pull as brand KPI.
Mandate-Pipeline (institutionell)
Per quarter, per asset class. Long lag times — brand work pays off only after quarters.
OUR SERVICES FOR THIS INDUSTRY

Branding for Asset Managers

Brand architecture for house brand, strategies and investment lines. Consistency across market phases.

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Longform Entertainment / Investor Relations

Market commentary, documentary formats, reports. Material that builds institutional trust over years.

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Advisor & Platform Enablement

Material that works on the relevant distribution platforms and gets advisors to actively recommend.

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AISEO / GEO for investment research

Presence when AI assistants are asked about strategies, funds, comparisons — regulatory-clean.

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QUESTIONS WE GET ASKED

Both, but as two disciplines. Institutional is relationship and reputation work, retail is platform and advisor work. The brand is one — the mechanics differ.

Net new AUM, segmented by channel. Gross inflows without outflow context are marketing theatre.

Yes. Regular market commentary with a stance is one of the most underrated brand assets in asset management.

With compliance from day one. What can't run regulatory-clean isn't produced — we design within the rules.

AUM doesn't grow through advertising. But brands keep mandates.

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Contact

Let’s talk.

Let’s find out where your real lever is. One conversation. An honest assessment. Virtual or in person.

Or write us directly at hello@baconbold.com

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