Situation
Income Research + Management, a Boston-based fixed income manager, appointed its first CEO after operating under three managing principals. This created new opportunities for positioning its leadership to institutional investors and for raising its brand profile. To do so, Income Research + Management needed an effective marketing communications agency.
As the first public relations and marketing communications firm Income Research had hired in its 32-year history, Montieth SPRG executed a carefully thought-out media strategy that minimized risk, while still making the most of the opportunity to raise the brand profile.
Results
A media tour with influential media contacts prior to the CEO appointment laid the groundwork for a series of feature articles on the company when the leadership change was announced. Articles were featured in Pensions & Investments, Institutional Investor, and FundFire.