Kris Makuch

Columbia Threadneedle

Two engagements under one name. Three retirement reports across the UK, Germany and Italy that produced six media narratives, and a fifth-birthday film for the group's charitable Foundation.

Client
Columbia Threadneedle
Role
Design, report and campaign assets
Discipline
Editorial and data
Year
2020

Objective

Columbia Threadneedle Investments is a global asset manager. It wanted a thought-leadership platform reviewing how three generations, Generation X, Millennials and Baby Boomers, approach retirement, across three European markets.

Separately, the Columbia Threadneedle Foundation, which invests in community partnerships creating positive social impact, reached its fifth birthday in 2019 and wanted its biggest successes told back to the wider organisation.

Creative response

The work was design. The research, thought leadership and communications were delivered by others.

  • End-to-end on the retirement programme. Research of key candidates, copywriting, design, press release and media engagement, content creation and social advertising, all managed in-house.
  • Three market reports. UK, Germany and Italy.
  • Six media narratives drawn from the findings and published in key outlets across the year.
  • Targeted social campaigns on LinkedIn and Twitter, aimed at financial advisors, investment consultants and wealth managers.
  • A Foundation film. A list of key achievements turned into a script and storyboard reflecting the charity's tone, then into a two-minute video and an accompanying infographic.
  • Group-wide distribution. The Foundation assets were published on its website and distributed across the wider Columbia Threadneedle organisation.

Results

3 REPORTSUK, Germany and Italy
6key media narratives published across the year
2 MINFoundation anniversary film, plus infographic
5 YEARSthe Foundation milestone the film was made for

The LinkedIn and Twitter campaigns led to “a significant increase in downloads” of the retirement reports.

The work

Columbia Threadneedle
Columbia Threadneedle
Columbia Threadneedle
Columbia Threadneedle
Social assets
Social assets
Social assets
Social assets
Social assets
Social assets
Columbia Threadneedle
Columbia Threadneedle
Columbia Threadneedle
Columbia Threadneedle

Source: krismakuch.co.uk