First Quartile

Our Expertise

Our investment focus encompasses all asset classes, from equities and fixed income to real estate and alternative assets. We are experienced in targeting all investor audiences, including institutional, HNW, discretionary, intermediary and direct retail.


First Quartile has significant experience working with asset managers operating in the institutional space. Many of our team have previously worked for institutional managers, giving us true insight into the challenges and opportunities within this field.

This expertise means we are well-placed to advise on and develop institutional collateral, knowing when it is appropriate to focus on elements such as philosophy, process and people, and when to concentrate on USPs.

In addition to collateral aimed at trustees, consultants and fund-of-funds managers, our experience also encompasses employee communications - an area which continues to rise in importance, given the growth in the DC market and the need to service stakeholder pensions.

We understand these differing needs and adapt our approach accordingly to ensure that the content, tone and design of any collateral are appropriate for the audience.

Our institutional capabilities cover the entire spectrum of marketing communications, from investment reporting and RFPs to capability and fund brochures, as well as white papers and educational material.


For asset managers in the retail space, the driving force behind any marketing communications activity is the need to distinguish products in a crowded market place. First Quartile work with some of the industry's leading retail managers, helping them to promote their funds to individuals, discretionary asset managers and HNW clients.

The increasing sophistication of the retail audience means any communication now needs to span a wide range of investment knowledge, from readers of The Mail to readers of the Financial Times. Addressing these needs requires insight, flair and skill. Our combined investment and marketing expertise gives us these credentials.

The world post-RDR continues to present retail asset managers with significant challenges. Our knowledge and expertise means we can help you meet these challenges.

In addition to managing campaigns and fund launches, our retail capabilities encompass the full range of marketing collateral, from sales aids and guides to designing micro-sites and reporting materials.


RDR has changed the advice landscape. Whilst the full impact is yet to be determined, the quality and focus of communications remains core. Our expertise means we are well placed to help with the challenges presented by RDR, freeing up internal resources to enable our clients to concentrate on what they do best - interacting with their clients.

For example, First Quartile can produce and write informative market and economic reviews, targeted at specific groups of clients. We can advise on reporting, helping key messages to be delivered in the most effective way and can adapt managers' copy to 'house style', ensuring consistency of tone, look and feel.

An area of increasing demand is for educational material, helping our clients to guide their clients through challenging market conditions, or to inform them about more complex financial instruments, such as derivatives.