About the project

Objective:

As an alternative investments solutions provider, PPB Capital Partners, wanted to position itself as the preferred outsourced fund operator of private alternative investment vehicles. They needed a way to make their niche offering stand out with a breakout idea to put them on the media’s radar.

Solution:

As part of a larger PR plan to establish PPB Capital as the premier source to private funds, we proposed a quarterly survey to solicit investment opinions of investment advisors to gain insight into client needs as well as generate PR coverage. The purpose of the survey was twofold: to make news and to provide information on the market for future stories. Hundreds of the nation’s top investment advisors responded to the two surveys which covered a multitude of topics pertaining to alternative investments and operations pain points.

Results:

With experience in the financial industry, DeFazio Communications generated scores of stories in financial trade industry that resulted in features with FundFire, InvestmentNews, Wealth Advisor, Real Assets Adviser and the Financial Times.

Details

• Client: PPB Capital Partners