J.P. Morgan Asset Management
Brewing Success for a fund family with a complicated story but promising 3-year numbers.
Kirsten was client lead for a yearlong integrated campaign to launch the Intrepid funds in the U.S. Her responsibilities spanned planning, budget management, creative and production oversight, Starbucks negotiations and all client and stakeholder communications.
The campaign – Brewing Success – targeted three distinct channels (RIAs, Wirehouses, banks) and not only launched the behavioral investing funds in the U.S. but energized the institutional brand in the retail market. It solidified the base, succeeded in attracting new producers and increased fund assets by nearly double. It was the first of its kind campaign executed to their audiences and featured a Starbucks promotion that was embraced by wholesalers and grabbed the attention of advisors in all channels.
RESULTS
Successfully launched the Intrepid Funds for J.P. Morgan Asset Management.
of advisors set an
appointment after
campaign exposure
of advisor meetings
were new to J.P.
Morgan
Assets in funds
nearly doubled to 2.8 billion
CMO named Fund Marketer of the Year by Fund Action
Deliverables
Campaign strategy / Theme / Concept / Messaging / Direct mail & email /
Video animations / Wholesaler campaign launch kit / Sales collateral /
Starbuck premiums / National Sales Meeting launch / Interactive game
/Client seminar / Website /Analytics & optimization