What we do.
“Change is the investor’s only certainty.”
—Thomas Rowe Price
Price was prescient, and the pace of change is only accelerating. ESG. Alternative asset classes. Alternative structures. Asset allocation. Income-oriented investing. Outcome-oriented investing. Uncorrelated strategies. Private placements. Interval funds. New demands. New goals. New products. New strategies. New distribution channels. New competitors.
The list goes on. And it keeps growing.
We built GreenCat Advisors, LLC to help investment managers make sense of this changing world, raise and retain assets, understand competitors and clients, compete better, and to tell their stories in a clear, compelling way.
Whether you are a global investment manager who requires additional marketing capacity or an expert evaluation, or an emerging manager seeking interim expertise or a fractional Chief Marketing Officer, we bring decades of in-market expertise to your business.
The principals of GreenCat are experienced senior marketing executives with hands-on experience at world-class global companies across asset classes, strategies, distribution channels, and product wrappers, including:
Asset classes: US and global fixed income, municipal fixed income, US and global equities, liquid alternatives, asset allocation strategies, target-date strategies
Strategies: Traditional long-only, long-short, fundamental, quantitative, market-neutral
Distribution channels: Wirehouses, Independent Broker Dealers, RIAs, Family offices, subadvisory, DCIO, full service DC, US and non-US pensions, foundations and endowments, Taft-Hartley plans
Product wrappers: Retail and institutional separate accounts, mutual funds, ETFs, Closed-end funds, interval funds, fixed and variable annuities, Private placements, UCITs and SICAV.
We have a particular passion for ESG, which we believe to be a smarter way to invest whose time has come, and one for which demand will continue to grow in both institutional and retail channels. In time, the E, S, and G will become silent -- and ESG factors will be incorporated into all investment decisions.
Strategy.
Be better.
What’s your go-to-market strategy? Are you courting the right clients? Why do you win business? Why do you lose? Who’s really the competition and how do you stack up? Are your clients raving fans?
We work with you, your team, and your clients to answer these and other key strategic questions and put your best foot forward as you head to market.
ESG.
Do better.
How will you respond to questions about your environmental, social, and governance practices? What are they? How do you measure them? How do you talk about them?
We will help identify and quantify what you are already doing in the ESG realm, identify new practices you can adopt, and tell the story in a way that resonates.
Marketing.
Tell it better.
Does your story sing? A good story well-told stirs passion. And marketing is all about smart, compelling, targeted storytelling.
We will help you reach the right people in the right ways with the right message — a message that resonates with your constituents and positions you for success.