Case Studies

  • AIG SunAmerica

    A FINRA approved client and shareholder presentation covering a broad array of products emphasizing the company's "best-of-breed" sub-advisory orientation balanced against the investment strength of a well known and highly respected parent organization.

  • Thornburg

    In under 7-minutes, we capture not only a bit of the unique character and integrity of the organization but also the unusual nature of their highly structured but more broadly defined approach to value investing. (more)

  • Renaissance

    In under 5-minutes we covered the substance of the Renaissance approach using edited soundbites from each of the 3 mangers of the firm. We were particularly happy with how effectively the use of images helped to strengthen their brand identity of balancing the art and science of investing. (more)

  • Old Mutual US

    In 6 minutes 30 seconds to address not only Old Mutual's history, and transition in strategy since its acquisition of UAM and F&G Life but also give an overview of their diverse range of product offerings. (more)

  • Jensen

    In just over 5-minutes we offer a substantive discussion of Jensen's strategy and process in the voice of the firm’s 3 principals. To offset the artistic distraction of the definitions and disclaimers required to produce a presentation cleared for distribution to retail shareholders we incorporated Flash movies of the principals in the upper left of the player console. (more)