Momentum Investments Outcomes Based Investing

The financial product education challenge

When Momentum Investments pioneered a new investment approach based on behavioural finance, they needed to not only educate investors and advisors, but also inspire them to use this new method. Financial advisers and investors have different levels of knowledge and different needs. So how do you communicate with both groups in a meaningful way?

The content & design solution

We conceptualised, wrote and designed an eight-page brochure for both financial advisors (we also included institutional investors in this audience) and individuals, which was both printed and available digitally. The content was set out in a way that was appropriate for each audience in an easy-to-digest manner, highlighting the most important aspects of this investment approach for each target group.

The result – investor engagement 

Two beautiful brochures that were unique, from the content to the layout and pagination. Educated and engaged advisers and investors made for a happy client.