In early 2004 we began working with Certitude when they had slowly grown to $300 million in FUM. As at 31 July 2008 Certitude had $8.5 billion in FUM and became one of the biggest absolute return managers in Australia.
Successfully positioning a fund manager within the financial planning community as a solid, reliable and consistent absolute return manager.
- Chapter ran a promotional campaign that realised close interaction with 1,300 recognised financial planners, 475 of whom had never dealt with Certitude before.
- Organic growth in funds under management over four years increased by an average 300% per annum.