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Building Thought Leadership
Launch the Investment Insights 2021 Report

2019 - 2021​

MSCI Inc.

Marketing Project Owner

1 year

agency / digital marketing and design teams

​Business Objective

Establish MSCI as a thought leader for a niche client segment.

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​Main Project Steps

  • Defined the project's goal, scope, budget and timeframe.

  • Identified the target audience and survey pool.

  • Surveyed over 200 asset owner executives (pension funds, defined contributions, insurers, etc.) globally, covering USD 18 trillion assets owned.

  • Produced 50+ page market report and related collateral.

  • Launched a 6-months long omni-channel marketing campaign.

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Success

  • Achieved 18+ % conversion rate, 4.8% net new lead rate, with total campaign responses of 25,000+ within 2 months.

  • Exceeded an all-time-high 38+% download rate (vs similar collaterals).

  • Delivered a trend-setter market report surfacing a unique, mid-pandemic perspective from key industry players across the globe. 

 

Key takeaway

Don't underestimate the power of a deadline. It keeps you and your team focused, organized, efficient, productive. 

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Develop the Institutional Investor Dialogues Video Series

2020 - 2021

MSCI Inc.

Marketing Project Owner

3 months

agency / internal multimedia producer

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​Business Objective

Engage with the global asset owner / institutional investor segment through video conversations on trending industry topics.

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​Main Project Steps

  • Identified potential interview guests from all regions.

  • Organized recording and video production.

  • Planned, managed and followed up on the launch campaign (web, social media, internal comms, etc.).

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Success

  • Overwhelmingly positive feedback from the relevant business unit and the company's senior management.

  • Sales organization appreciated a very timely new addition to our marketing collateral pallet for this niche segment.

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Key Takeaway

Choose your battles (and projects) wisely. Sometimes a small project can make a big impact, and less effort can result in higher appreciation.

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