Ext. Marketing CAN Capabilities Deck

2025

A new world of financial services marketing ext-marketing.com

We speak financial.

What does “We speak financial.” mean to us?

We’re citizens, not tourists, in the financial world. We’re just as at home creating a logo as we are reading an attribution report. We’re in a unique position – we understand your goals and have the specific talents to help you achieve them.

3 offices in New York, Toronto & London

300+ projects delivered in 2024

Working with 75 top asset managers in 2025

Delivering real results for 15 years

2 Bloomberg terminals in-house

Over 500+ clients since inception

30,000+ PM commentaries written

90+ brands created and updated

Crafted over 200 pitchbooks

We unite deep financial services knowledge and creativity.

This is where the magic happens.

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Fresh ideas from award-winning creatives

Skilled strategists, CFA-level writers and analysts

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A team unlike any other

Client strategy

Client delivery

Creative team

Writers, editors & analysts

Our team members cut their teeth at leading financial services firms and creative agencies.

They’ve produced national ad campaigns, launched internationally recognized brands and used marketing to grow our clients’ AUM.

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Trusted by the industry’s best Since our inception in 2010, we’ve partnered with 500+ of the world’s leading financial services firms – across investment management, banking, fintech, insurance and private capital. These enduring relationships reflect our expertise, proven processes and commitment to doing the work right.

Here’s just a few of our clients.

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What we do.

We elevate financial services firms with world-class marketing.

Our process We combine analytical thinking with creative execution to meet all the creative and analytical needs of the financials sector. Every step is built for precision, scale and credibility.

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Strategy

Creative

Execution

Distribution & Analytics

Consult with clients to clarify goals and challenges

Develop messaging and value propositions that resonate

Finalize copy, design and layouts

Launch campaigns across digital, print and paid media channels

Provide marketing recommendations aligned with client objectives Analyze competitors, audience insights and market trends Incorporate KPIs and success measures

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Develop positioning, messaging and brand frameworks

Craft clear, compliant, on-brand copy for all formats Translate strategy into compelling visual concepts Design collateral that aligns with clients’ brand systems Refine concepts through collaborative reviews

Conduct quality control checks Manage approvals and production timelines Deliver across all required formats: websites, pitchbooks, social media, video and mobile

Track engagement and performance Provide clear reporting on metrics and results Use insights to optimize campaigns and strengthen future strategies

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Strategy Our senior financial marketing marketing strategists work collaboratively with you to develop and execute your marketing.

Our focus is to build your brand, drive your sales and grow your assets.

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Key messaging

Branding & visual identity

We believe that every successful brand has a strong messaging foundation. We help our clients define their brand promise, value proposition and key messages through a series of interviews. We then distill the information we have compiled into a simple key messaging framework.

Once your key messaging is in place, you need a visual identity that reflects who you are, your values and your product/sales promise. Whether it’s a logo refresh or developing a complete brand package, our creative team will develop something that is authentic to you.

Creative & campaigns

Thought leadership & strategy

Content is king – but it needs to be supported by strong creative and campaigns that leverage all relevant platforms. Our design team will give you ideas for infographics, ads and campaign materials that will garner attention and drive action.

A good content strategy puts the right content in front of the right user at the right time, in the right format. We build content strategies to engage, educate and drive readers to act.

Analysis & positioning

Digital engagement strategy

Is your flagship product suffering from mixed-messaging? Our product positioning approach helps align the activities of Product, Marketing and Sales teams to ensure your solutions are positioned to maximize sales.

We use an integrated approach to develop your digital strategy – whether that’s through your website, social channels or OTT applications.

We use video and content to engage, then metrics to measure.

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Content & design Pitchbooks & presentations

Websites, blogs & SEO

Whitepapers & reports

Infographics

As your firm’s narrative evolves and becomes stronger, your pitchbook must also adapt. Our team will work collaboratively with you to help reflect the maturation of your firm in your updated pitchbook.

A website should be a tool that engages clients. Our team writes content, designs and builds sites that deliver a premium client experience, drive engagement and help firms grow.

We also provide SEO services.

Strong content is at the heart of every sales and marketing initiative. Our team of writers includes CFAs who can produce deep-dive technical whitepapers, as well as thoughtleadership pieces and other collateral.

Today, people read less and “view” more. Give us a topic or theme and we will create an engaging, informative infographic.

Brochure & collaterals

Videos & podcasts

Email

Commentaries

Brochures and other collateral (even if digital first) still play a role in any sales process. Our team will help structure, write and design materials that will help you inform your end-clients and lead to a sale.

Videos and podcasts are fast becoming among the most effective ways to engage your audiences. We combine our award-winning creativity with an air-tight process to optimize your story across these mediums.

Email continues to be a powerful way to communicate with your target audience. The trick is to write email copy that gets noticed and design that has impact. Our team can deliver – so you get more responses.

We write monthly, quarterly, semi-annual and annual investment commentaries.

We also develop branded templates that make your communications look more professional.

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Whitepapers & articles

Recent whitepapers & article topics: • • • • • • • • • • • • • • • • • • •

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Active vs. passive investing Actively managed and factorbased/smart beta ETFs Advanced analytics Asset allocation Asset manager selection Currency hedging Credit, convertibles Cybersecurity Defined contribution vs. Defined benefit Emerging markets equity, debt and small-cap investing Enhanced equity Estate planning Exempt market dealer use of technology Fiduciary duty Fraud Future of investor relations/communications Goals-based investing Idea generation/creativity tools Inflation, income, volatility and longevity

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Inflation-protected income strategies Investor psychology/behavioral investment Investment commentary best practices Latin America: macroeconomic and equity markets Liability-driven investing Liquid alternatives Macroeconomic outlooks for CIOs Mortgage funds Public pensions, individual pension plans Private debt Private corporation tax changes Robo-advice platforms Real assets Regulatory changes Responsible investing/ESG Saving for education Sector-specific topics: tech, health care, infrastructure, energy, real estate Small-cap, large-cap equities Time-weighted vs. money-weighted returns Value of financial advice Venture capital

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The work.

Marketing Campaign

Challenge Scholar’s Edge needed to raise awareness of 529 plans among advisors, parents and grandparents, while standing out in a crowded landscape. We also wanted to simplify a complex investment product and inspire action.

Solution We created a targeted digital campaign featuring emotionally resonant videos and bold ad creative. The campaign ran across search, display and social platforms, driving strong engagement and above-benchmark click-through rates year over year.

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Before

After

Rebrand

Challenge Aqua Finance wanted to refresh its brand identity to better reflect its diverse business and growth potential.

A second phase involved creating a new dealer branded experience to amplify ongoing enhancements.

Solution We developed a key messaging framework and visual identity system to define Aqua’s master brand, differentiators and value proposition. We followed with a new dealer brand name (Aqua+), key messaging and a multimedia campaign targeting the dealer audience.

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Rebrand

Challenge ENTACT wanted to elevate its corporate story from a construction company to one that creates safer, more sustainable communities, while showcasing the depth of the team’s expertise and innovative solutions to solve its clients’ challenges.

Solution We started with refreshing ENTACT’s brand story and visual framework that was integrated in a modern, contemporary website and a social media campaign targeted to the Liquified Natural Gas industry.

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Reports

Challenge Canada Life hired us to create a complete market outlook that would engage financial advisors and investors through strategic, creative and educational marketing materials.

Solution We focused on translating complex financial concepts into clear, plain language that resonates with our audiences. This readerfirst approach has shaped everything we’ve created for Canada Life.

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We produce commentaries for approximately

We produce over

3,200

35%

commentaries per year

of mutual funds in Canada

Investment commentaries Challenge Investor education is a top concern for investment firms. But they often lack the resources to accomplish this without disrupting multiple teams in their organization.

Solution We have developed and systematized commentary writing, editing and project management best practices. And we have in-house Bloomberg terminals to bring the latest data and research to our work.

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This is great work, and our team is excited to continue working with you.

Manager, Investment Communication & Product Experience

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We love the quality, and our advisors love the content.

Marketing Director, Investment Content

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Branding and logo design Financial services firms often struggle to differentiate themselves in a highly regulated, visually conservative industry. Many come to us with outdated logos and unclear brand positioning.

We clarify our clients’ brand stories, then translate it into a visual identity system that’s modern and professional. Our logo and branding work balances credibility with distinctiveness. We give firms the confidence to stand out in a crowded market, while staying true to their core.

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Pitchbooks Institutional investors expect pitchbooks that are clear, professional and strategically focused. But too often, hedge fund materials are cluttered or overly technical. Many fail to highlight the firm’s edge.

MARCH 2022

Fidera Vecta Dislocated Assets Strategy STRICTLY CONFIDENTIAL

PROVEN INVESTMENT PLATFORM

Dislocated Asset Fund Team Years of Industry Experience | Languages Spoken

AKBAR RAFIQ CEO / CIO 20 | English, Hindi, Urdu

CLIENT ADVISORY

INVESTMENT TEAM

LEGAL TEAM BEATRIZ MELDRUM

ALBERT HO

General Counsel/ Chief Compliance Officer 27 | English, Portuguese

IC Member 23 | Chinese, English

MARKETA STAFKOVA 18 | Czech, English

PETRA EKAS

DUNCAN** ROBERTSON

Head of Asset Management 25 | Dutch, English

FEDERICO OLIVA

SUNIL MAKWANA

JULIEN BERRY

11 | English, French, German, Italian, Portuguese, Spanish

11 | English, Italian

18 | English

14 | English, French

BENJAMIN VOGT

MAX MAGLIANA

ALESSANDRO MARRESE*

8 | English, French, German, Italian

14 | English, French, German

BRUCE THATCHER

PETER HAYWARD

Head of Trading 10 | English

DIEGO ARROYO

20 | English

Head of Investor Relations 33 | English, French

ENRICO PACE*

15 | Italian, English, Spanish

14 | Italian, English, Spanish

OPERATIONS

CORPORATE AND ACCOUNTING SERVICES

NAUMAAN** AMJED

SELIN GOULDING**

ANDREW REID*

Head of Operations and Treasury 10 | English, Hindi, Urdu

COO 16 | English, Turkish

29 | English

VERONIKA SZARAY*

MIRZA VODOPIC*

MARC O’BRIEN

JAMES REID

SANJAY PARMAR

21 | English, Hungarian

16 | English, Italian, Montenegrin

Fund Accounting 11 | English

Fund Accounting 9 | English

IT 18 | English, Hindi, Urdu

*Based in overseas offices. **On secondment pending creation of Fidera Group.

FIDERA VECTA DISLOCATED ASSET FUND

We partner with managers to streamline their story. We clarify their investment philosophy, process and performance narrative. Our pitchbooks combine sharp messaging with elegant design, helping funds present with confidence and win investor attention in a competitive capital-raising environment.

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STRICTLY CONFIDENTIAL

STRATEGIC PARTNERSHIP WITH FIDERA

Strategic Partnership Virtuous Circle

Strategic partnership

Increase Relevant Deal Flow

creates the go to “first-call” platform for complex European situations across duration, asset type and process spectrum.

Improve Market Intelligence

Attract More Relevant Stakeholders

FIDERA VECTA DISLOCATED ASSET FUND

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Firm Culture

Generate Differentiated Solutions

Enhance Reputation

STRICTLY CONFIDENTIAL

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Contact us today.

New York 222 Purchase Street Suite 107 Rye, NY 10580 917.304.1900

Toronto 18 King Street East Suite 1205 Toronto, ON M5C 1C4 647.286.3059

ext-marketing.com info@ext-marketing.com