Fund Management

Our fund management clients rely on Concep’s expertise and technology to communicate to keep their key audiences informed of fund performance and the long-term value being created.

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    Client: Kensington
    Industry: Mortgages

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    Client: J O Hambro
    Industry: Fund Management

J O Hambro

The Client
J O Hambro Capital Management Limited ( JOHCM ) offers an alternative to the large traditional fund management firms which have dominated the market for many years. JOHCM’s goal is to recruit the best fund managers in each asset class, give them the freedom to outperform, support them with a professional administration, marketing and sales environment and deliver this to its clients.

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The Solution
JOHCM commissioned the use of Concep campaigner, which allowed it to quickly produce fully branded HTML email campaigns with the full suite of interactive elements which was previously not available. Working closely with Concep, JOHCM developed a number of email campaigns designed to distribute information on fund launches and alerts, company updates and conferences.

A fund launch campaign was sent to prospective and current clients from their individual relationship managers. The email presented an initial offer, explained the fund objectives, introduced the fund manager, provided information about the company managing the fund and included a link to a webcast. The email message was clear and succinct and the campaigner platform and Concep’s design service ensured consistency in branding throughout.

The Results
Nine separate campaigns were sent with results varying per relationship manager. The view rate ranged from 32% up to 51% with the click throughs to the webcast being the most popular. Compound views reached 337 for one campaign and one contact forwarded and viewed the email 57 times.

The sales resulting from these campaigns cannot be disclosed.

Fund managers were able to follow up with their clients and prospects who seemed interested in the fund due to their tracked higher levels of interaction with the email.