Fund Distribution Marketing
Ratings & Growth Consultant

We exist to amplify your fund sales, by being the only marketing consultant in Australia that implements its deep fund-ratings experience & investment knowledge into marketing strategies that empower financial advisers to make factual comparisons in favour of your product.

28 Years Experience

One of Australia’s most experienced fund researchers & distribution marketing consultants

Knowledge

Marketing expertise plus deep investment knowledge with fund rating and model portfolio experience

Success

A track record of helping firms reach their pinnacle - FUM growth & Fund Manager of the Year Awards

Customised

Cost effective, monthly plans available. Simple menu and transparent service

About Bullseye Marketing

We know investments, ratings and fund distribution marketing

We are a specialist investment funds management and distribution marketing consultant, with a panel of service partners. We have worked with over 40 fund managers to upgrade fund ratings, build awareness of their exceptional capability, using our investment knowledge and competitor & distribution analysis that few other marketers can match.

Our greatest value add is implementing our unique research insights into sales activation tools and marketing actions that deliver transparent ROI.

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Years Experience
0 +

We’ll help you get your investment strategy rated & recognised

Bullseye has previous employment and consulting experience at various investment rating houses including Lonsec, Zenith and Mercer, as well as several head of marketing & communication roles at various local and global fund managers, plus three marketing industry awards including twice a finalist as Australian investment marketer of the year (MAX). Bullseye is well credentialled and uniquely positioned to help you maximise your investment ratings, industry profile, adviser awareness and distribution support.

Multi Manager Fund

Highly Recommended

Australian Bond Fund

Highly Recommended

Australian Equity Income Fund

Highly Recommended

Our Services

Who we help

Fund Distribution

We can help you achieve sales objectives by developing battle cards, rating upgrade strategy, competitor analysis, investment case articles, RFPs and pre-written email templates.

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Boutique Fund Managers

We work with small-medium fund managers who do not have a marketing headcount and need outsourced marketing expertise that’s factual, knows investments, reliable & straight-forward pricing to help take them to the next level

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Marketing Teams

We can plug into an existing marketing team and turbo-charge their ROI output and increase the intellectual strength of their messaging armed with investment knowledge

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Bullseye Fundie Videos

Quick, easy, cost effective

We offer a video service that gives you more, for less.

  • 24 hour turnaround time from filming to your inbox
  • Cost effective – makes regular short updates feasible
  • No wasting time on long briefs
  • We'll make sure the fund manager says the right things
  • BONUS: We provide a written LinkedIn video summary
  • BONUS: We draft an email summary so BDMs can share video
  • GUARANTEE: Absolutely no Bullseye logo on your video. Only your logo

Automated Fund Reports

Trim hours of work into 1 second

Save time and money, while boosting your productivity with a report generator that can produce your monthly reports and fact sheets in 1 second.

No more manual input, no more cutting and pasting excel data, no more checking for typos. Our service Retreeva can automate your reports for as little as $350 per month.

Visit Retreeva

Latest Blogs

  • A mission to revolutionise the efficiency of fund reports
  • Fund Manager BDMs: do this for a winning pitch
  • Do you know your UV (equity market) risk exposure?
  • Which marketing model works best for fund manager distribution teams?
  • Are you sitting in the waiting list for SMA trades?
  • Retirees may need to look further for comfortable income
  • Funds management: does marketing add any value?
  • Retirement income. Are we any better off since GFC?

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