Case Study
Entrepreneurial energy,
institutional footing.
Pacific Global Asset Management, a consolidation of various Pacific Life entities, approached our team to assist in presenting their distinctive narrative—a blend of entrepreneurial energy and the solid foundation provided by their parent company. As they introduced an ETF offering, they required support in positioning, launch strategy, go-to-market planning, messaging, and web design.
The brief
What we did.
Pacific Global Asset Management, a consolidation of various Pacific Life entities, approached our team to assist in presenting their distinctive narrative—a blend of entrepreneurial energy and the solid foundation provided by their parent company. As they introduced an ETF offering, they required support in positioning, launch strategy, go-to-market planning, messaging, and web design. Given the crowded landscape of approximately 2,000 ETFs, we faced the challenge of delivering a clear, concise, and distinct message to investment advisors and other professionals in a competitive supply chain.
From the engagement
Vision, verbatim.
The collaboration with this team has been invaluable.
Anthony J. Dufault / Head Of Etf Product Development / Pacific Global Asset Management