Tuesday, February 18, 2025

'Consumerise' institutional research reports. Enter the Heroverse

The Challenge 

 Equity research reports provide an analysts perspective on the economy , sector or stock. Theese reports are a wealth of information and much sought after by investors ( HNI and institutional). These reports how suffer from two challenges 

1. They consist of reams and reams of information tightly packed with charts/graphs. They minimum run into double digit pages 
2. Due to their popularity and as a source of marketing; everyone seems to be generating tonnes of research reports - retail brokers, institutional brokers, wealth management firms, AMCs etc etc As a result there is little differentiation in terms of how these reports are presented 

 Ambit Asset Management decided to do things differently. 

The Brief 

 Ambit Asset Management runs various PMS & AIF portfolios targeted to HNIs. As part of the marketing , they decided to create research reports of the various stocks . 

The Marketing Solution 

Rather than present these stock reports as individual reports; we decided to present them as a universe of stocks . After all Ambit Asset Management was a portfolio of stoks; then why not a portfolio of stock reports. 

The name arrived at for this portfolio came from an amalgamation of the fact that these were a universe of 'hero' stocks in the Ambit Asset Management portfolio : AMBIT HEROVERSE 

The creative idea was to treat each stck as 'superhero'. Taking cues from superhero comics; the stock was presented as one. The superhero images were AI generated for uniqueness, scability and cost optimisation 

Rather than a boring pdf; a flipbook in comic format was created laying out all the information in a unique and easy to read format Have a look at the flip book here Learning from consumer marketing, the Ambit Heroverse approach to equity research reports presents a new way of marketing of institutional research reports.



 

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