Momentum Global Investment Management

Momentum is a leading London-based asset manager controlling assets on behalf of an international and institutional client base.

Their unique investment philosophy is to look for companies that are adding value through internal modernisation.

An embedded Fund Portal helps Momentum transform fund marketing

Traditional fund distribution via financial advisors is a product-led sales process, the conversation dominated by metrics and projections. Many investors find these conversations tedious and fail to make a connection.

As asset managers establish direct contact with investors, fund marketers can transform client interaction, shifting focus and wrapping products in compelling narratives. Using technology and data, markers can create personalised narratives that investors can connect with.

Story-telling requires new thinking for Fund Managers

Moving from product-led conversation to story-telling is not without its challenges. Typical challenges include:

• Direct investor engagement: Removing intermediaries and establishing direct contact with investors requires new marketing thinking.
• Streamline fund reporting: Data sourcing and management is a challenge compounded by regulatory and technical complexities.
• Personalised content: Delivering a “segment of one” digital experience requires a new toolkit that can combine content, data, and technology.

Invessed helps Momentum transform fund distribution with a Fund Portal

Driven by the need to communicate with investors in a secure channel, the company commissioned Invessed to create a Fund Portal. The platform has allowed Momentum to engage investors via:

• Fund reporting: Personalisation-enabled fund explorer, drilling into interactive fund factsheets with a full suite of charting and data visualisations.
• Documents library: Central distribution hub for the entire range of marketing and regulatory documents, easily accessible through an intelligent taxonomy system.
• Fully embedded Fund Portal: The Fund Portal is fully embedded in the website, and connected to Umbraco CMS for data sourcing and editorial control.