This private, global alternative asset manager engaged Gargiulo + Partners to develop and produce its first-ever annual review, from the ground up. Given the near-total lack of a template for such a report in the industry, we began by considering the scope, the presentation, and indeed the very size and shape of the document.
Once we helped the firm settle on a unique structure and look for the piece – working alongside our design agency partner – we set about researching, writing, and project-managing the review. We were closely involved with all aspects of creating the document, from structuring and helping to draft the chairman’s letter; to drafting and honing virtually all of the reporting and marketing copy, including interfacing with the firm’s legal counsel; to advising on the design and layout of charts and other visuals.
The resulting annual review helped create a standard for the industry. It was met with favorable press, universally positive feedback from clients and prospects, and admiration from industry participants. Subsequently, we advised the firm on a second annual review and selected communications with investors and the public.