An integrated content platform helps fund managers streamline multi-region fund marketing and communications.

Ethenea fund marketing and communications mockup

Luxembourg-based Ethenea is a fund management company that takes pride in its independence. Its mission is to provide secure, sustainable profits to its clients whilst avoiding unnecessary risks and volatility. Since 2009, the portfolio team manages more than 6.22€bn, distributed through the Ethna range in 12 countries.

Overview

An integrated content platform, helps Ethenea simplify multi-region fund marketing.

Multi-regional fund distribution poses challenges for marketers.

Managing assets of €31 trillion (almost two-times Europe’s GDP), and supported by an ever-closer money-markets integration, European fund management is fertile ground for established and challenger brands.

For fund marketers, operating in a pan-European environment is not without challenges. Working with diverse localities, regulators and systems introduces significant complexity in showcasing your range and publishing fund information.

Industry

Wealth Management

Challenge

A dedicated fund portal and website to streamline multi-region fund marketing and communications.

Challenge

Why do fund managers have trouble with multi-region marketing?

For independent fund managers to support cross-border expansion, they must review their technical stack in order to overcome three main challenges:

Localisation

Many marketing systems do not support multi-lingual content and are too inflexible to handle diverse regulatory frameworks out of the box.

Data integrations

Simpler CMS and publishing systems are not equipped with data management facilities to source and manage data from multiple sources.

Budgets

Independent firms must solve the same challenges as bank-owned competitors, but without the same budgets or big IT teams.

Solution

An integrated content platform simplifies fund marketing for Ethenea.

Invessed offers a dedicated fund portal, embedded or linked to the main website, allowing fund marketers to keep things simple and focus on building their brands:

Dedicated fund portal

As opposed to generic CMS, Invessed offers a flexible portal tech, purpose-built to communicate financial data and charts.

Data and content management

API-driven architecture allows you to combine multi-lingual content and multi-source data from the same system.

Interactive and PDF factsheets

Use our data and charting library to create searchable fund explorers and interactive fund factsheets with dynamic PDF export.

What did we do?

  • Design sprints
  • Agile development
  • Umbraco CMS implementation
  • Fund portal built with Invessed
  • Interactive fund factsheets
  • Data management
  • API systems integration
  • Support and maintenance contract
  • Retained hours for feature improvements

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