There are many pieces that can factor into an effective collateral system. To ensure consistent firm representation across media the following components should be carefully reviewed and/or created to provide a professional presence from introduction through investor servicing.
- Logo
- Business Cards
- Notecards
- Envelopes
- Letterhead
- Website
- Email Signatures
- Email Introduction Template
- Firm/Product(s) Core Presentation (Updated no less than quarterly)
- Product Profile(s)—One page highlights with updated performance (updated monthly)
- Commentary—Firm or Product level (Monthly or Quarterly)
- Firm Exhibit Template (For single page exhibits and/or specific investor requests)
- Client Reporting Template—(Monthly or Quarterly)
- White Paper/Market Brief Template
Taking the time to ensure that your story is effectively presented and told will increase your likelihood of success over the long term. The benefits of technology also create a notable challenge to managers; what you send from day one now most often becomes a permanent record in an investors and/or research team’s database. Taking the time up front to effectively tell your story, and ensuring timeliness, consistency and professionalism in everything you disseminate will ensure that your file is ‘investor ready’ when investors and research teams decide to allocate.
