New Product Development
Private Equity investments were historically limited to institutional (corporate) investors with large upfront costs. Working with the Macquarie team, Trish successfully developed and launched Macquarie Private Equity Trust II allowing retail investors to gain access to private equity funds and alternative investment opportunities. The launch of the new fund required initial capital raising documentation, consumer and trade advertising campaigns and a suite of communication tools, (educational booklets, financial adviser tools) to help articulate the essence of the new product.
Using the new product marketing materials and supporting advertising, internal Macquarie Bank stakeholders including call centre and business development managers could competently talk to investors in a language that was uncomplicated and easily understood. The launch was a great success raising
$40 million.
Marketing with Impact.