WisdomTree Investments Company Launch
Maximize your resources to make a grand entrance
Carpenter Group helped WisdomTree enter the crowded ETF market, create a buzz and establish immediate credibility.
Situation
How can a new entrant with no track record gain traction against a dominant player?
As a new company, WisdomTree Investments entered a fast-growing but crowded field when it created a family of dividend-weighted exchange traded funds (ETFs). Carpenter Group helped WisdomTree maximize its marketing budget to gain traction and quickly establish credibility.
Solution
Leveraging hidden assets.
Carpenter Group recommended that WisdomTree fully leverage its most important assets—the excellent reputations of two of its high profile directors: Wharton Professor Jeremy Siegel, and hedge fund pioneer Michael Steinhardt. A comprehensive marketing program and advertising campaign was developed to build awareness around this “Dream Team.”
