First Quartile

Strategic Positioning

Strategic insight and direction should be inherent in all marketing and communication activities to strengthen their commercial outcome. All too often, however, the 'strategy' is seen as a separate entity and merely a point of reference against which to tick boxes. Subsequently, it often gets diluted or lost along the way.

First Quartile's strategic positioning offering is focused purely on adding value to our clients' marketing activities. The in-depth investment knowledge of our former investment professionals combines with our marketing expertise to ensure our work is relevant and has commercial follow-through to implementation.

We are sensitive to the fact that many organisations suffer from 'consultant fatigue' and, therefore, our approach is always to clearly articulate:

  • What the tangible outputs will be
  • The process for delivering them, and
  • A clear cost structure to enable budget management and transparency.

Areas of expertise include:

  • Brand and brand development
  • Building or refining investment philosophies and processes
  • Client servicing and reporting strategies
  • Developing vision, values and key messages
  • Developing investment marketing 'themes'
  • Engaging with investment professionals, product specialists and Board directors
  • Internal communications