At Chapel Bridge Partners, we recognize that compelling fund marketing and accurate data dissemination are essential to building investor confidence. Our Fund Data & Marketing Services provide end-to-end support to asset managers, wealth managers, and investment platforms—empowering them to engage stakeholders through precise, professional, and timely communications. Leveraging our deep understanding of fund operations, analytics, and marketing workflows, we help streamline content creation and enhance outreach using scalable and tech-enabled solutions.
- Comprehensive Fund Data Support: We offer a complete suite of services that begins with structured data gathering and ends with the delivery of investor-ready materials. Whether it's performance metrics, fund characteristics, or benchmark comparisons, we handle data transformation, validation, and presentation with precision. Our workflows are optimized to ensure timeliness, accuracy, and brand consistency.
- Factsheet Production & Process Optimization: We design and maintain fully customized fund factsheet templates tailored to each client’s brand and investor communication style. Our process includes raw data ingestion, calculation of returns and risk metrics, benchmarking, and peer comparisons. We map the dataflow, identify friction points, and apply automation tools to improve turnaround time and reduce manual errors.
- Newsletters & Periodic Updates: We assist in crafting compelling investor newsletters that blend qualitative insights with quantitative performance updates. These newsletters are optimized for both print and digital delivery, enabling clients to maintain consistent communication with their investors.
- Manager Profiles & Investor Collateral: We create detailed fund manager profiles that highlight track records, performance history, and investment philosophy. Our service extends to building customized investor presentations and pitch decks that align with marketing campaigns and distribution strategies.
- Marketing Material Creation & Design: From fund brochures and pitchbooks to strategy overviews and digital-ready materials, we support every step of the fund marketing journey. Our experienced team ensures your materials are investor-centric, compliant, and visually impactful.
Why Partner with Chapel Bridge for Fund Marketing & Data Services?
- Seamless Content Production: We streamline the creation of factsheets, newsletters, and performance materials—reducing manual effort while improving consistency and speed.
- Accelerated Go-To-Market: By redesigning marketing workflows and integrating automation, we shorten time-to-market and support more agile marketing campaigns.
- Strategic Distribution Support: We enable broad distribution of marketing collateral across digital and advisor channels, expanding your audience reach and visibility.
- Technology-Enabled Solutions: Our approach combines robust domain expertise with scalable automation tools, delivering high-quality outputs at lower cost and faster turnaround.
From factsheets and newsletters to investor presentations and marketing automation, Chapel Bridge Partners delivers the expertise, speed, and flexibility to streamline your fund marketing engine.
