Is your asset manager trying to wow potential investors, partners or clients? Do you need a way to differentiate your asset management company from the competition and attract investments?
Then your asset management pitch deck needs to be on point.
A pitch deck is a great tool that asset managers, hedge funds, and other financial service providers can use to quickly and concisely deliver information like investment philosophy, business model and unique value proposition to would-be clients. In general, it should highlight items such as financial metrics, investment strategies, and the expertise your team brings to the table.
A superior pitch deck will accurately convey your financial firm’s story and demonstrate how you stand out in a competitive marketplace.
It’s a brief presentation, but one that, if done right, helps build a potential stakeholder’s trust and confidence, communicates your experience and insight, and, put simply, shows why your firm is the best one for the job.
Here’s what you need to know.
Key Components of an Asset Management Pitch Deck
Cover Slide
Grab your audience’s attention from the very beginning with a visually appealing cover slide containing your firm’s name and logo, a brief tagline, and the date of the presentation.
Introduction
Who are you and why do you do what you do? This is the place to talk a bit about your vision and mission statements, as well as short- and long-term goals.
Problem and Solution Statements
Focus on one problem or pain point that your firm can address and show how you’re uniquely qualified to provide a solution. (This should be tailored to the person/company you’re pitching to, so this slide will change on a case-by-case basis.)
Investment Philosophy
What is your approach to asset management? What unique strategies do you use to achieve returns?
Performance Data
Showing potential clients what you’ve done in the past helps boost their confidence for the future. Sharing historical performance data and providing comparisons to the competition makes you inherently more reliable.
Here’s where we’ll drop in a friendly reminder: When the Marketing Rule was drawn up, pitch decks were in something of a gray zone, where it wasn’t quite sure whether they would be considered an “advertisement” for purposes of the rule. However, subsequent enforcement actions indicate that pitch decks likely will be treated as advertisements, so whether it’s performance data or anything else, ensure you’re remaining compliant with the Marketing Rule in these materials.
Financial Projections
Provide realistic, data-backed models for expected returns, expenses and profitability over the next few years.
Risks and Limitations
Anywhere you might discuss potential benefits, you’ll need to provide fair and balanced treatment of potential risks or limitations.
Other Information
In addition to slides covering the above information, you may also want to include information about your team expertise, vision for the future, and any relevant competitive advantages you may have.
5 Tips to Make Your Pitch Deck Stand Out
1. Be Concise
You’re pitching an asset management strategy, not a timeshare in Hawaii. If your audience feels like they’re being held hostage, you’re doing it wrong. Share the necessary information without being pushy or overwhelming.
2. Keep It Clean
Trying to crowd too much information into a slide is a recipe for disaster. Wherever possible, use bullet points, charts, graphs and images in place of text. Make good use of white space and keep things as clean and professional as possible.
3. Know Your Audience
A pitch deck is not a one-size-fits-all marketing tool. While some slides will remain consistent no matter who you’re pitching to, others will need to change to reflect the wants and needs of your current audience. Always do your research ahead of time.
4. Highlight Your Unique Selling Proposition (USP)
Your USP is what defines your firm and sets you apart from the competition, so it deserves a place of honor in your pitch deck. Don’t let it get buried under all the other information you’re trying to convey.
5. Include a Strong Call to Action
The end of your pitch deck should always include a strong call to action that leaves prospective investors certain about what you’d like them to do next, including ways to get in touch with you.
Ready to Make Your Pitch?
In a competitive market, everyone needs an edge. A great asset management pitch deck goes a long way toward convincing investors, partners and clients that your firm is the best bet for their financial future!
If creating a pitch deck isn’t in your wheelhouse, it’s OK. It’s definitely in ours! Let Mischa Communications take the helm. We’re only a click away.