A managed service approach to monthly fund factsheets.

From launch, Trafalgar Capital have utilised our services to manage their email marketing. They run one fund (Trafalgar Capital Specialized Investment Fund-FIS) and send a mid-month and monthly email informing investors and prospects of the fund's performance and the outlook for the upcoming month. We also send e-invites for their events.

The challenge

When they launched Trafalgar did not have a website to link back to, thus we had to deliver all the fund performance in the body of the email and the associated PDF.

The response

As an agency we produce the fund factsheet PDF so we are in complete control of the project and its timings from the start. We have a lot of information to fit in the body of the email so careful consideration was given to the text/image ratio. The email has a strong visual impact which leverages their ever growing brand. It delivers a detailed view on the fund’s performance along with graphs showing historical performance and sector weighting. Because of the fund's strong performance the contact list size continues to grow and the Trafalgar team are busy jetting around the globe. This gives us a limited time window to supply copy for approval, but we relish the challenge of delivering this time-sensitive piece of information.