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