CORE, the creative agency with a retention-focused philosophy, suggested to a client to make the publication of the annual report a more significant touchpoint for investors. We suggested introducing an expanded annual letter to shareholders, which would capitalize on the recent rise in popularity of these letters. Investor letters offer the opportunity to provide perspective on the fund’s performance and reengage with existing shareholders and align them with the Asset Managers investment strategy.

CORE began by conducting an analysis of various annual letters and distilling a framework for a shareholder letter. Based on our analysis, we created an outline that provided the client with a structured approach to make the most out of the letter.

Once the text for the letter to shareholders was finalized, CORE created an illustrated version that offered attention-grabbing, clear visuals to accompany the investor letter. If desired these illustration could be tailored to be included in a social media campaign around the annual letter.

The investor letter was well-received by investors. The fund’s investment manager received multiple comments from clients and directors on how much they enjoyed the letter. Since its introduction, the shareholder letter has been an annual highlight for the fund.

At CORE, we believe that a retention-focused philosophy is crucial for any investment manager.

By creating an engaging annual letter to shareholders, we helped our client reengage with their investors and align them with their strategy for the coming year. If you're looking for a creative agency that can help you retain customers and improve engagement, we're here to help.