Editorial and publishing services for asset manager


A European asset management company.


The client wanted to increase the quality and visual appeal of its end client and marketing collateral without expanding its onshore team or reducing the focus on their core activities. The client’s collateral consisted of marketing flyers, brochures, whitepapers, and news digests as well as multiple reports that were exposed to frequent updates of the underlying data. The client selected SG Analytics due to its proven expertise in designing and formatting client-facing collateral for a wide range of BFSI companies including brokerages, asset managers, business consulting firms, and investor relations’ firms.


SG Analytics provided a dedicated team, consisting of a Senior Designer and a DTP / Formatting Specialist with the following qualifications and experiences:

Senior Designer
  • 6+ years’ experience in creating design solutions.
  • Experience across a variety of products – presentations, exhibitions, and displays.
  • Up-to-date knowledge of industry software.

DTP / Formatting Specialist
  • 4 years’ experience in formatting across MS-Word, Excel, Powerpoint, and the Adobe software suite.
  • MS-Office certificates from independent institutes.

In an initial step, the team conducted a thorough analysis of the client’s existing collateral templates and proposed redesigns based on the client’s style guidelines in regards to colors, images, fonts, etc. After selecting the final designs together with the client, our team took over the complete execution of the collateral creation. To ensure the most functional and appealing design for each type of collateral, SG Analytics deployed multiple specialized applications, including:
  • Adobe Illustrator.
  • Adobe Indesign.
  • Adobe Photoshop.
  • Microsoft Powerpoint.
  • Microsoft Visio.
  • Pitchbuilder.


SG Analytics executed design and creation for all client collateral, including marketing flyers, brochures, whitepapers, and news digests.
The client minimized the turnaround and saved ~40% in total assignment cost as compared to an onshore team.