Emerging Fund Manager Captures Market Share
Situation
FIS Group, a minority-led private equity manager-of-managers, looked to capture market share in a crowded active asset management landscape by highlighting their expertise in domestic and international equities.
Solution
Montieth & Company developed and executed on a detailed marketing communications strategy and plan to build FIS Group’s profile by achieving positive coverage and grow overall brand awareness. This is done through expert source positioning, press releases and thought leadership, highlighted by the involvement of CEO and CIO Tina Byles Williams.
Results
We achieved media placements in top tier financial and asset management publications, including op-eds in Pensions & Investments, and expert source positioning in Axios, Reuters, The Wall Street Journal and Bloomberg, as well as broadcast interviews on CNBC and Bloomberg TV. This helped to develop Tina’s “star” profile as a diverse investor in emerging market equities. We supported the firm through its growth to $10 billion in AUM and acquisition of Piedmont Investment Advisors.