TOROSO ASSET MANAGEMENT

TAKING TOROSO ASSET MANAGEMENT TO THE NEXT LEVEL
Toroso helps financial professionals understand, select and use ETFs efficiently. The company is a recognized ETF industry thought leader, with over 9 years of track record researching, advising on ETFs, and managing ETF portfolios. Mission: Help Toroso to make a difference in its clients lives through ETFs knowledge and expertise. We helped the founders and C-level executives define the growth opportunities, market positioning and launch strategies to reach financial advisors and investors in the U.S.

scalto milestones

  • BRANDING
  • The objective was to define a strategy and develop all communications materials needed to execute it, including design and content development for the firm to be an ETF Thought leader in the industry.

  • BUSINESS STRATEGY
  • We developed a digital strategy that included all communications for the fim to share with investors. We guided the client with the ideation and launch of the first ETF Industry Think Tank behind the TETF.index, which tracks the growth of publicly-traded companies working within the ETF ecosystem. Toroso produces a weekly research update on the ETF industry including proprietary indicators and metrics to track the growth of the ETF industry. This weekly email was generated by our team for more than 3 years.

  • ACTIVATION
  • Our team created communication materials such as: 1. Marketing materials development 2. Fact Sheets 3. White papers development

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