Ext Capabilities deck

E X T. M A R K E T I N G THOUGHT LEADERSHIP & C O N T E N T S T R AT E G Y

2023

We named our firm “ext.” because we act as an ‘extension’ of your team.

Ext. is an owner-operated, full-service, financial services marketing agency that brings together deep industry knowledge and a leading creative team to drive results.

OUR CLIENTS INCLUDE: ASSET MANAGERS I HEDGE FUNDS I PE & VC FIRMS I INVESTMENT BANKS I REGISTERED INVESTMENT ADVISORS WEALTH ADVISORS I BROKER DEALERS I REGUL ATORY BODIES I IN DUSTRY ASSOCIATIO NS 2

C O M PA N Y O V E R V I E W

13+ years in business

100% focus on the financial services sector

50+ employees

3 offices in New York, London & Toronto

Majority women-owned business 40% female executive leadership

Equal opportunity employer

300 projects delivered in 2022

Analyst & research capabilities

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O U R C O M P E T I T I V E A D VA N TA G E Ext. is a full-service agency that brings together the left and the right sides of the brain

Highly skilled, CFA-level writers and analysts

Fresh ideas and unparalleled creativity

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OU R TEA M’ S INDU STRY EXPERIENCE

CLIENT STRATEGY

CREATIVE TEAM

INVESTMENT WRITERS & ANALYSTS

Our team conducts research using:

CLIENT DELIVERY

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R E P R E S E N TAT I V E C L I E N T S

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ONE AGENCY, FOCUSED ON THE WITH OFFERING, F I NOUR A SCALE N C &I FULL-SERVICE AL IND U S TEXT. R YCAN BE YOUR LONG-TERM MARKETING PARTNER • BRANDING, NAMING & MESSAGING

• MARKET & INVESTMENT WRITING

• MARKETING & BUSINESS STRATEGY

• ARTICLES & WHITE PAPERS

• INTEGRATED COMMUNICATIONS STRATEGY

• SOCIAL CONTENT • INFOGRAPHICS

• WEB & DIGITAL STRATEGY

• PITCHBOOKS & PRESENTATIONS

• MEDIA PLANNING • VALUE-ADD & SALES PROGRAM STRATEGY

STRATEGY

EXECUTION

• WEB SITES, LANDING PAGES • COLLATERAL & TOOLS • DESIGN PRODUCTION

• MEDIA ACTIVATION • REPORTING • SOCIAL CHANNEL MANAGEMENT • SEO MANAGEMENT

ACTIVATION

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FULL SERVICE AGENCY DEDICATED ACCOUNT LEAD PMO PROJECT SUPPORT HANDS-ON EXECUTIVE SPONSOR

THOUGHT LEADERSHIP & CONTENT STRATEGY

THOUGHT LEADERSHIP & CONTENT “ P PY ROACH SA LWAY T R SAOTN ”EAG Our team of marketing communication strategists follow a well-defined & proven process to support our clients deliver on an “Always On” content strategy that is on-brand, relevant & timely

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I N T E RV I E W S

COMPETITIVE A N A LY S I S

FRAMEWORK DEVELOPMENT

Deep dive research into market, product and competitors using:

Distill & determine key content pillars & a framework that will guide content output including:

Conduct interviews with key stakeholders including: • Executive team • Portfolio managers • Product team • Marketing Distribution/sales • Clients/investors/ partners

• Firm research • Bloomberg research • Industry news and research • Competitor websites

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• Content pillars • Audiences • Channels • Cadence/frequency • Timing • Output types • Measurement source

Our team conducts research using:

4 EXECUTION Research, write & create content according to the framework including: • Articles • White papers • Infographics (static & animated) • Video • Social posts • Emails • Etc.

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T H O U G H T L E A D E R S H I P – C A S E S T U DY IP N VR E SITN M EC N TI TP HO GHT LEADERSHIP AU L STRATEGY: RECOMMENDATION, CONCEPTS & EDITORIAL PLAN

EXECUTION: DEFINE QUARTERLY THEMES, WRITING, DESIGN & DIGITAL

VIEW LANDIN G PAGE

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SPECIALITY CONTENT – CASE STUDIES A V I SO O RTPIR A A C T I& C E FC O CIUB S EC D C O N T E N T & S U S TA I N A B I L I T Y C O N T E N T SDC

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P R O G R A M C O N T E N T – C A S E S T U DY N E W B I L DR I NK G A L R EIS F I L IE A N T P RAC T I C E W I T H G E N X , Y & Z C L I E N T S YUO Program presentation

Program workbook – Gen Z

Client profile – Gen Y

Client onboarding guide – Gen X

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OUR RANGE OF TOPIC S IS ENDLESS

Small cap equities

RECENT TOPICS:

Cybersecurity

• 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

• 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 13

W E T H R I V E O N C R E AT I N G S N A C K A B L E & ENGAGING CONTENT

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I N C LU D I N G V I D E O & D I G I TA L A N I M AT I O N S

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INTEGRATED CAMPAIGN

C A S E S T U DY – P R I N C I PA L 5 2 9 TA R G E T I N G A D V I S O R S I N R E A L -T I M E

CAMPAIGN DELIVERABLES INCLUDE: • Creative concepts • Flagship video • Banners & ads • Playbook (see next slide) • Microsite 17

C A S E S T U DY – P R I N C I PA L 5 2 9 A D V I S O R P L AY B O O K Playbook email

Checklists & articles

12-month social post editorial calendar

June – student aid Infographic

May – National 529 Day

March – accelerated gifting & estate planning

Client presentation

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CONTENT EXAMPLES

INFOGRAPHICS Infographic sales tools

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VIDEOS Interview-style with b-roll videos

Brand videos

Sizzle-reels

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PITCHBOOKS

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P R E S E N TAT I O N S Women and investing

529 value add presentation

ESG presentation

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F I R M & P R O D U C T C O L L AT E R A L Brochures

1-pagers Product decks

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REPORTS Annual report

DDQ

Quarterly report

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INVESTOR COMMUNICATIO NS

INVESTOR NEWSLETTERS & C O M M E N TA R I E S

Quarterly enewsletters with market, & performance data

Daily market summaries for advisors covering key market events & impacts

Annual market overview & outlook reports

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FA C T S H E E T S ETF

Real estate fund

Hedge fund

Mutual fund

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LET’S GET S TA RT E D e x t - m a r ke t i n g . c o m

i n f o @ e x t - m a r ke t i n g . c o m 1.844.243.1830