CREO AM Quality Fund

CREO is a fictitious Asset Manager, developed by CORE to showcase capabilities from brand development and messaging to website and social media.

Client

CREO AM

Industry

Asset Management

Duration

2023

CAPABILITies

SOLUTIONS

Brand Design

Brand Strategy

Graphic Design

Narrative Development

Sales Strategy

Web Design & Development

Social Media

Product Writing

Presentation Design

Overview

CREO is a retail-focused brand developed by CORE as a pilot project to showcase their capabilities beyond pitch decks and sales collateral. The goal was to offer an A to Z solution to a fictitious Asset Manager, from brand development and messaging to website and social media.

You can see the live website here!

Execution

We started with a branding workshop, which served as the foundation for the development of the brand look and feel. The workshop enabled us to create a cohesive brand that resonates with CREO's retail-focused target audience.

The messaging strategy for CREO is consumer-oriented and benefit-focused. The 'Sleep Tight' strategy highlights the benefits of a quality-focused investment style, which has historically outperformed while achieving lower volatility.

We created a website and pitch book for CREO, both of which were tailored to the target audience. The website is visually appealing and user-friendly, offering investors a seamless experience. The pitch book effectively communicates CREO's investment philosophy and services.

We took a novel approach to CREO's investor portal and social media strategy, pushing the boundaries on how asset managers engage with their investors. While still a work in progress, our unique approach has received positive feedback from industry experts.

Results

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The branding workshop enabled us to create a cohesive brand look and feel that resonates with CREO's retail-focused target audience. The messaging strategy 'Sleep Tight' was crafted to highlight the benefits of their quality investment style, which has consistently outperformed while maintaining low volatility.

The website we created for CREO is visually appealing and user-friendly, offering investors a seamless experience. It showcases CREO's expertise in the asset management space and provides information about their investment philosophy and services. The pitch book we developed is an effective tool for attracting potential clients.

We are proud to be offering innovative concepts with CREO's investor portal and social media strategy.

Overall, our work with CREO showcases our ability to create comprehensive branding solutions that effectively communicate the benefits of our clients' products and services. We are confident that our work on CREO will continue to push the boundaries of investment marketing.

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