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J.P. Morgan Asset Management

Brewing Success for a fund family with a complicated story but promising 3-year numbers.

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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.

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of advisors set an

appointment after

campaign exposure

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of advisor meetings

were new to J.P.

Morgan

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Assets in funds

nearly doubled to 2.8 billion

CMO named Fund Marketer of the Year by Fund Action

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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

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