METHODICAL
Investment Company Branding
Positioning an Investment Company for a New Generation of Investors
In a landscape dominated by emotional and volatile investments, Methodical specializes in longer-term funds. It uniquely combines extensive experience and best practices with systematic, data-intensive technology to deliver a higher Alpha (absolute excess on return) with lower risk.
Given this distinctive approach, Methodical needed a brand identity that would empower them to confidently step into this white space.
Turning Conventional Wisdom on Its Head
Investment Brand Positioning with Unconventional Rational
In a market saturated with investment brands and conventional marketing, where a herd mentality often prevails, Methodical faced the challenge of breaking away from the norm. Moreover, every icon, symbol, metaphor, and analogy seemed to have been exhausted.
We strategically positioned Methodical as unconventionally rational – a boutique offering tailored for a new generation of investors known as the Alpha Generation. This group comprises individuals discontented with the status quo, seeking to challenge conventional thinking and approach the business of investing differently.
Taking on a Made-Up-Its-Mindset
Investment Data-Led Creative Design
To showcase confidence in the investment methodology, what could be more fitting than basing it on the actual investment performance track record? Beginning with a 2D graph and employing algorithms similar to those used by Methodical, we ingeniously transformed it into a 3D visual identity that was seamlessly applied across all elements. A creative solution born from the language of ones and zeros.
BUSINESS AS BRAND. BRAND AS BUSINESS.
Visual Identity Design for Brand and Business
The visual identity served as both an icebreaker and a platform for storytelling brand and business with clients. It attracted new investors to Methodical while powerfully solidifying their position of 'being different because they are.'
