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Meridian Financial Communications has partnered with some of the most forward-thinking leaders in finance to develop, deliver and demonstrate their competitive advantage whether it's applying AI to asset management, redefining asset allocation, or managing risk.
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A Complex Investment Strategy Made Simple
How Meridian Financial Communications helped a client translate the complexities of their adaptive AI investment platform into messaging that makes sense.
Making Covered Calls More Approachable
02
SWP developed an innovative ETF designed to capture equity upside while also generating income with a covered call overlay. Articulating the value of this approach required a set of white papers laying out the investment thesis with clarity.
Breaking Down an All-Weather Stretegy
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Helping a client bring a complicated, new ETF to the market with a clear investment case and fact sheet.
Making Sense of Financial Survey Data
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Trackinsight surveyed over 500 professionals in financial services. Participants gave their responses to 25 questions. Meridian Financial Communications took the raw data and converted it into a 32-page analysis revealing a clear picture of the industry.
Bringing a New Set of ETFs to the Market
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Horizon Funds developed innovative ETFs designed to meet the retail investors rising demand for non-traditional fixed income, quantitative and multi-factor models, global allocation, and options-based risk mitigation. Bringing these solutions to the market required concise, clear messaging.