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Fidentiis Gestión SGIIC

POSITIONING THE BRAND AS AN ACTIVE, INDEPENDENT AND CONSISTENT HIGH QUALITY ASSET MANAGER

Service: Financial Communication

Sector: Asset management industry

Responsible Lucía Casanueva, Javier Ferrer, Fernando Pérez-Montero

Challenge

Manage brand communication to help increase distribution agreements for the fund manager's funds.

Fidentiis Gestión SGIIC hired PROA to achieve three objectives of its communication strategy:

Reinforcing brand awareness and brand positioning
Highlight the differential qualities of the product and management style in the industry and among distributors.
Boost AUM growth from €350m to €500m.

Solution

The strategy developed was supported by a financial communication service specialising in business models and investment philosophies of the asset management industry, with the following phases:

Immersion with the client: Knowledge of their differential management style and qualities.
Definition of the audience map
Definition of the action plan
- Sponsorships
- Participation in events
- Media presence through media relations

PROA developed an outsourced communication department tailored to the client's needs, supported by a high degree of specialisation.

Through a series of actions as part of a comprehensive 12-month communication plan.

Creation of a corporate boiler plate.
Creation of an efficient event and sponsorship map and management of client participation in PR actions.
Preparation of press releases on fund anniversaries, awards, and participation in events.
Drafting of opinion forums.
Management Fidentiis Management profiles on Finect and LinkedIn
Recording and editing videos with each of the fund managers to discuss their investment strategy.
Handling interviews and requests for information from journalists.
Quantitative and qualitative monitoring of brand presence in the media.

Results

The client achieved his goal of full dedication to commercial work and was able to new distribution agreements with private banksThe main focus is on the financial services sector, financial advisory firms and insurance companies, among others.

The PROA team demonstrated a deep knowledge of the financial industry in general, and of asset management and distribution models in particular, which is almost non-existent in their sector. In addition, they have an excellent relationship with both general and specialised media.
Desirée Gémar Investor Relations Manager Fidentiis Gestión SGIIC

The PROA team is very professional, responsive to our requests and proactive in proposals, which inspires total confidence and makes them an extension of the company in this area of our business.
Desirée Gémar Investor Relations Manager Fidentiis Gestión SGIIC

-- Ontier

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