News

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

Great reception of the first Observatory of the tenth anniversary of Proa Comunicación

The first Observatory of the year of the tenth anniversary of Proa Comunicación with the Secretary General of Vox, Javier Ortega Smith, has received a great reception from the public. Almost a hundred people gathered at the Club Financiero Génova in Madrid to listen to Ortega Smith, who spoke about the...

Leadership training

Pino Bethencourt, coach and founder of Club Comprometidos, details what leadership training should be like and what the optimal model should be. Many coaching and executive training programmes promise quick and visible results for the individual, their team or their company. But the means used to achieve these results are...

Proa Comunicación Organizes the First Conference on VAT held in Spain

Proa Comunicación organized the convocation and communication of the first VAT convention held in Spain, the Madrid VAT Forum. Carried out by the office of Fernando Matesanz of Spanish VAT Services, under the title 'The reform of the Common System of VAT - Towards a new era in intra-community VAT',...

Proa Colaboración collaborates with "Gotas para la vida", the charity dinner of the Emalaikat Foundation on World Water Day

The next day, March 22, will take place, on the occasion of the celebration of World Water Day, the charity dinner Gotas para la vida. This meeting organized by the Emalaikat Foundation will take place in the restaurant El invernadero de los Peñotes and will have the collaboration of Proa...

How to manage reputational scandals

Alberto Andreu, associate professor at the School of Economics and Business Studies at the University of Navarra, explains what reputational scandals are, what causes them and how they can be managed. "Companies have to work more organised by projects than by functions. Reputational risk occurs when...

Two Proa Comunicación's communication campaigns, among the best of 2019

Two communication campaigns carried out by Proa Comunicación have been selected as the best campaigns in the ranking prepared by Top Communication corresponding to 2019. These ones are the organization of the third edition of the National Snow Sports Awards and the celebration of Madrid VAT Forum The main objective...

More conversations, more ideas, more PROA.
Follow us on our networks.

Receive ideas with criteria

Every week we share reflections, trends and the key aspects of about reputation, strategic communication, public affairs and innovation. Content designed for professionals who value information with diligence and perspective.