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Category Archives: Opinion

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Hirschel and Kramer (H&K) Responsible Investment Brand Index

Asset managers must voice their beliefs and objectives. Now more than ever.

OpinionBy Jean-François Hirschel16 April 2024

Discover the sixth edition of the Hirschel & Kramer Responsible Investment Brand Index. It reviews 600 worldwide asset managers, with a view to evaluate how actual commitment to Responsible Investment connects with the brand architecture.

To learn more: www.ri-brandindex.org

What does a good ESG look like?

What does a good ESG brand look like?

OpinionBy Jean-François Hirschel26 February 2024

From the lacklustre performance of green funds, regulatory changes, political debates around ESG in the US to the cacophony of rating agencies: responsible investing is increasingly like navigating a maze. Trying to find your way by changing direction every time you hit a wall, yet knowing fully well that the only way out is going…

La revue d’une gamme de produits

The product range review: a critical strategic exercise

OpinionBy Jean-François Hirschel16 October 2023

Is your fleet ready? An asset manager’s product range review is crucial to ensure that all products are aligned with the company’s strategy, its profitability targets, its marketing objectives, and are optimal from a risk-management perspective (operational, regulatory, reputational, and ESG). In this article, we outline the issues covered by a product range review and…

ESG Marketing

Is ESG marketing today the hedge fund marketing of the 2000s?

OpinionBy Jean-François Hirschel4 October 2023

I recently attended a conference on ESG. I was impressed by the passion, expertise, and commitment of the speakers. However, I was disturbed by the extent to which they made themselves unapproachable: an endless succession of jargon, acronyms, United Nations Sustainable Development Goals presented with their numbers, assuming that the audience knew the corresponding theme…

Créer un système de valeurs authentique

Create a genuine, differentiated value system. Top-10 tips

OpinionBy Jean-François Hirschel12 September 2022

Lessons learned from analysing value systems of 500 asset managers worldwide. Would you be impressed by a doctor telling you that he is professional, focused on you, that he will cure you with integrity and that you should trust him? Probably not. These are what we call ‘hygiene’ factors. Differentiation works on an entirely separate…

Marketing : Les ingrédients pour réussir une recette exigeante

Marketing : All the ingredients for a demanding recipe.

OpinionBy Jean-François Hirschel15 June 2022

A few years ago, when I was interviewing with the CEO of an asset manager for the position of Head of Marketing, I asked him the question: « What do you expect from Marketing?” » The answer was instantaneous: « I don’t know, you tell me. » Head of Marketing was a new position for…

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Christophe Orly
Christophe Orly
  • Expertise in investment strategy, sustainable investment, equity and multi-asset portfolio management.
  • Business development leader in specialized asset management firms as well as in large international groups.
  • Fund company governance and investment committee member.
  • More background information at: LinkedIn
Eric Cockshutt
Eric Cockshutt

A talent to smoothly convince people, coordinate teams to reach common goals, a skilled presenter and native English speaker, Eric can:

  • Create and coordinate organization and process around responsible investment (ESG) initiatives.
  • Define and support your collaborative and direct engagement activities.
  • Create an RFP and DDQ process, and successfully respond to such requests for you.
  • For more information: LinkedIn
Katharine Foda
Katharine Foda
  • Expert in marketing and communications in the asset management industry.
  • 20 years of experience managing central and local marketing teams in asset management firms.
  • Focusing on brand consistency, product positioning, content quality and team efficiency (processes, tools, budget)
  • For more information: LinkedIn
Laurent Auchlin
Laurent Auchlin
  • Expert in asset and wealth management. 25 years’ experience in internationally renowned banks.
  • Pioneer of open architecture and manager selection methodologies.
  • Our partner for all projects where buy-side vision is critical.
  • More background information at: LinkedIn
Claire Harding, CFA MBA
Claire Harding
  • 25 years experience in asset management.
  • Strong technical grounding.
  • Investment Consultant relations experience.
  • International experience.
  • More information on: LinkedIn
Maurin Defrance
Maurin Defrance
  • 20 years of experience in marketing, asset management and creation.
  • Gives meaning to large data set by transforming it into relevant information (via a methodology, a rating system, a reporting repository, a content structure, etc.).
  • International and multi-sector experience, in a wide variety of environments, but always with a strong entrepreneurial culture.
  • More background information at: LinkedIn
Maurin Defrance
Maurin Defrance
  • 20 ans d’expérience dans le marketing, la gestion d’actifs et la création.
  • Donne un sens à de vastes données en les transformant en une information pertinente (via une méthodologie, un système de notations, un référentiel de reporting, une structure de contenus…)
  • Expérience internationale et multi-sectorielle, dans des environnements très variés, mais toujours avec une forte culture entrepreneuriale.
  • Pour plus d’informations: LinkedIn
Thierry Goudin
Thierry Goudin
  • 20 years of experience in Marketing and Product Development in Asset Management.
  • Design Product strategy as the backbone of successful international development.
  • Design successful distribution strategies to wholesale and retail networks.
  • More information on: LinkedIn
  • Based in Paris
Thierry Goudin
Thierry Goudin
  • 20 ans d’expérience en Marketing et Développement Produits en Gestion d’Actifs.
  • Conçoit des stratégies Produits en tant que moteurs de développements internationaux réussis.
  • Conçoit des stratégies de distribution efficaces auprès de réseaux propres ou tiers.
  • Pour plus d’informations: LinkedIn
  • Basé à Paris
Timothy Ringler
  • 33 years experience in asset management marketing, communication and sales.
  • Helps investment managers identify what their market wants and shape their message in response.
  • Sharpen the skills that win new business and keep old clients in the fold.
Markus Kramer
  • Expert at powering brands.
  • 20+ years of strategic and operational brand-, marketing- and retail development experience.
  • Our partner for projects including a significant branding strategy component.
  • For more information: http://markuskramer.net
Martin Forrest
  • 22 years experience at advising companies on their positioning and how to communicate it.
  • Working experience in senior roles both in-house and at leading communications agencies.
  • More background information at: LinkedIn
Claire Duport
  • 15 years experience in Marketing
  • Claire brings her knowledge and experience in both the investment industry and retail Marketing.
  • More background information at: LinkedIn
Dr Claude Diderich
Dr. Claude Diderich
    • Design thinking, strategy, and business model innovation expert with over 20 years of experience.
    • In-depth investment process design and risk management expertise.
    • Author of “Positive Alpha Generation: Designing Sound Investment Processes”.
    • More background information at: LinkedIn
Sylvain Christophory
Sylvain Christophory
  • Expert in management, processing and visualisation of information targeted to investors and regulators.
  • 30 years international experience to help investment management companies to extract intelligence out of their data.
  • Our partner for projects including a component of information communication to investors.
  • For more information: https://www.jase-rs.com
Jean-François Hirschel
  • 24 years experience at positioning investment companies and their offerings.
  • All working experience in asset management companies. Jean-François knows your issues and challenges from the inside.
  • Brings his computer science background at a moment when artificial intelligence, big data, machine learning transform the industry.
  • More background information on: LinkedIn
Timothy Ringler
  • 33 ans d’expérience en marketing, communication et vente dans le domaine de la gestion d’actifs.
  • Aide les sociétés de gestion à formuler leur message en fonction des besoins de leurs marchés cibles.
  • Renforce les outils qui permettent d’acquérir de nouveaux clients et de les fidéliser.
Markus Kramer
  • Expert en dynamisation des marques.
  • Plus de 20 ans d’expérience en développement stratégique et opérationnel des marques et du marketing.
  • Notre partenaire pour les projets d’envergure incluant une composante de stratégie de marque importante.
  • Pour plus d’informations: http://markuskramer.net
Martin Forrest
  • 22 ans d’expérience en conseil auprès de sociétés sur leur positionnement et la meilleure façon de le communiquer.
  • Expérience professionnelle dans des postes seniors à la fois en interne et dans des agences de communication de premier plan.
  • Pour plus d’informations: LinkedIn
Claire Duport
  • 15 ans d’expérience en Marketing
  • Claire apporte ses connaissances et son expérience à la fois dans le Marketing pour l’investissement et dans d’autres industries.
  • Pour plus d’informations: LinkedIn
Dr Claude Diderich
Dr. Claude Diderich
    • Expert en « Design Thinking », stratégie et innovation avec plus de 20 ans d’expérience.
    • Expertise approfondie en conception de processus d’investissement et gestion de risque.
    • Auteur de l’ouvrage “Positive Alpha Generation: Designing Sound Investment Processes”.
    • Pour plus d’informations: LinkedIn
Sylvain Christophory
Sylvain Christophory
  • Expert en gestion, traitement et visualisation d’informations à l’attention des investisseurs et des autorités réglementaires.
  • 30 ans d’expérience internationale en accompagnement de sociétés de gestion pour extraire de l’intelligence de leurs données.
  • Notre partenaire pour les projets incluant une composante de communication de données aux investisseurs.
  • Pour plus d’informations: https://www.jase-rs.com
Jean-François Hirschel
  • 24 ans d’expérience en positionnement de sociétés financières et de leurs offres.
  • Intégralité de sa carrière dans des sociétés de gestion. Jean-François connaît vos problèmes et vos défis de l’intérieur.
  • Sa formation en informatique est un atout au moment où l’intelligence artificielle et le big data sont en train de transformer l’industrie.
  • Pour plus d’informations: LinkedIn