Partnership with an asset manager to develop a retail-ready strategy for an Asia-focused bond

The objective was to create a retail-ready strategy for an asset manager to effectively raise funds by repositioning an Asia-focused bond offering for mass affluent investors while meeting retail distribution and compliance requirements.

• Institutional-first materials: Legacy decks were dense and technical, limiting their resonance with retail investors
• Content overload and compressed timelines: 50+ slides and 100+ charts to triage and simplify into a cohesive retail narrative
• Asset manager-specific sensitivities: Terminology, reference index positioning and payout language had to meet compliance standards

• System design and capabilities: Converted complex Bloomberg-driven and portfolio data into a retail ready investment narrative by translating portfolio manager views into clear, high-impact visuals
• AI-assisted content refinement to streamline and copy chart choices: Advanced data curation, visualisation and a centralised content repository ensured consistency and scalability to maximise distribution effectiveness
• Testing, validation and refinement: Partnered with the sales team to incorporate real-world client and distributor feedback to improve messaging. Standardised disclosures, terminology and workflows to incorporate governance

• Raised $250 million till date from investors via the asset manager's platform
• 50 engagements across retail segment and premier clients, including private, onshore and offshore categories
• ~3× traction versus a peer income strategy launched in parallel
• Successfully competed against a global house with scale advantages
• Compliance velocity: Retail deck, brochure and subsequent add‑on updates cleared in rapid cycles, supporting continuous campaign activity