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Category Archives: Opinion

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Marketing Financier

How embracing the uniqueness of the financial sector can help marketers succeed

OpinionBy Jean-François Hirschel27 August 2024

Most industries have their own codes, habits and language. A successful marketing approach in any of them must take full account of these particularities. Financial management is an example and the focus of this discussion. In fact, the work is twice as hard because the marketing effort must take place at two levels: inside the…

Hirschel and Kramer (H&K) Responsible Investment Brand Index

Asset managers must voice their beliefs and objectives. Now more than ever.

OpinionBy Jean-François Hirschel16 April 2024

Discover the sixth edition of the Hirschel & Kramer Responsible Investment Brand Index. It reviews 600 worldwide asset managers, with a view to evaluate how actual commitment to Responsible Investment connects with the brand architecture.

To learn more: www.ri-brandindex.org

What does a good ESG look like?

What does a good ESG brand look like?

OpinionBy Jean-François Hirschel26 February 2024

From the lacklustre performance of green funds, regulatory changes, political debates around ESG in the US to the cacophony of rating agencies: responsible investing is increasingly like navigating a maze. Trying to find your way by changing direction every time you hit a wall, yet knowing fully well that the only way out is going…

La revue d’une gamme de produits

The product range review: a critical strategic exercise

OpinionBy Jean-François Hirschel16 October 2023

Is your fleet ready? An asset manager’s product range review is crucial to ensure that all products are aligned with the company’s strategy, its profitability targets, its marketing objectives, and are optimal from a risk-management perspective (operational, regulatory, reputational, and ESG). In this article, we outline the issues covered by a product range review and…

ESG Marketing

Is ESG marketing today the hedge fund marketing of the 2000s?

OpinionBy Jean-François Hirschel4 October 2023

I recently attended a conference on ESG. I was impressed by the passion, expertise, and commitment of the speakers. However, I was disturbed by the extent to which they made themselves unapproachable: an endless succession of jargon, acronyms, United Nations Sustainable Development Goals presented with their numbers, assuming that the audience knew the corresponding theme…

Créer un système de valeurs authentique

Create a genuine, differentiated value system. Top-10 tips

OpinionBy Jean-François Hirschel12 September 2022

Lessons learned from analysing value systems of 500 asset managers worldwide. Would you be impressed by a doctor telling you that he is professional, focused on you, that he will cure you with integrity and that you should trust him? Probably not. These are what we call ‘hygiene’ factors. Differentiation works on an entirely separate…

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Eric Cockshutt
Eric Cockshutt

A talent to smoothly convince people, coordinate teams to reach common goals, a skilled presenter and native English speaker, Eric can:

  • Create and coordinate organization and process around responsible investment (ESG) initiatives.
  • Define and support your collaborative and direct engagement activities.
  • Create an RFP and DDQ process, and successfully respond to such requests for you.
  • For more information: LinkedIn
Katharine Foda
Katharine Foda
  • Expert in marketing and communications in the asset management industry.
  • 20 years of experience managing central and local marketing teams in asset management firms.
  • Focusing on brand consistency, product positioning, content quality and team efficiency (processes, tools, budget)
  • For more information: LinkedIn
Laurent Auchlin
Laurent Auchlin
  • Expert in asset and wealth management. 25 years’ experience in internationally renowned banks.
  • Pioneer of open architecture and manager selection methodologies.
  • Our partner for all projects where buy-side vision is critical.
  • More background information at: LinkedIn
Claire Harding, CFA MBA
Claire Harding
  • 25 years experience in asset management.
  • Strong technical grounding.
  • Investment Consultant relations experience.
  • International experience.
  • More information on: LinkedIn