Fund Marketing and Compliance
Documentation Re-imagined.

Clear, engaging documents

that support your business.

Content optimisation and creation

in a single process.

Simplified workflows,

fast time to market.

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  • All types of fund communications, such as fund prospectuses, key investor information, sustainability disclosure, shareholder communications and fact sheets.
  • Highly usable, in brand documents built from advanced information design and writing techniques.
  • Cross-document consistency of descriptions through an overarching approach.
  • Over 10 years of innovation in Europe/UK, including approvals from CSSF, FCA and CBI.
  • Handling of complex requirements through a unique mix of communication skills, compliance knowledge and marketing expertise.
  • Content optimisation, writing and layout blended in a single process.
  • Extensive experience supporting leading asset managers with their product disclosure, while significantly reducing costs compared to traditional approach.
  • Clear, concise documents that are faster to update, review and monitor.
  • Simplified workflows to reduce work duplication and eliminate internal inefficiencies.
  • Increased individual productivity due to appropriate role assignment, training and fit for purpose technology.

Testimonials

"We were extremely pleased to be the first company to issue prospectuses that can truly be called ‘simplified’. This was a win not only for investors but offers us a lot of benefits internally as well." (2015)

Mark Phillips
CEO, Aviva Investors Luxembourg

"The result of the prospectus transformation project is quite amazing — not only have we reduced the page count from 370 to 77, we also reduced risk and complexity. It’s readable. It’s organised. It has gone from a technical document to one that truly reflects our company's core values." (2017)

Klaus Ebert
Independent Director, former Managing Director, Danske Invest Management Company

"After its revamp, the prospectus became more than just a compliance document. It became a tool that helps us manage content across documents and ensure consistency of language." (2017)

Isabelle Kintz
Head of Compliance and Internal Control, La Française Group

"Prospectus complexity has significantly increased in recent years, due not only to new regulations but to more requirements from various stakeholders. More Carrot has been the first to look at prospectus complexity in a holistic way. I believe their approach is the way of the future." (2020)

Jan Stig Rasmussen
UCITS Independent Director and Chairperson

“In the focus on legal sufficiency and regulator approval, the usefulness of the prospectus internally is often overlooked. The More Carrot model lets these documents become an efficient reference tool for operations and governance bodies such as the IFM and the board." (2020)

Graham Goodhew
Independant Director, former Conducting Officer at JPMorgan

About Us

Unique Abilities, Unique Results

Using proprietary techniques developed over two decades of work with top global firms, More Carrot completely re-engineers content based on a complete analysis of functions, constraints and preferences.

Simplification pioneers with strong credentials

More Carrot combines professional skills in information design, writing, marketing, and usability with extensive knowledge of financial services and other industries. We have more than 20 years of experience in simplifying complex communications both in the US and Europe.

Ready to work as an extension of your team

As a third-party consultant, we bring an independent perspective and a different mix of skills. Yet we also work flexibly as an extension of your team, creating and maintaining quality documents for you so that you can focus on your core business.

The Team

Josiah Fisk

Founder

  • Creative Director of More Carrot and head of US operations.
  • 35 years of experience in communications, including plain language, information design, marketing, consumer education, branding, advertising and technical writing.
  • Former board member, Center for Plain Language (Washington, DC) and frequent conference speaker.
  • BA with honors, Harvard University.

Bernard Lambeau

Managing Partner

  • Founder of More Carrot (Europe) Sàrl and head of European operations.
  • Initiator of plain communications in the European investment industry in the 2000s.
  • BA in business management, Université Catholique de Louvain.

Jennifer Brown

Senior Associate - US

  • EVP, Corporate Affairs, Fidelity Investments.
  • 30 years of experience with financial services and nonprofits.
  • Joined firm 2015.
  • BA, Middlebury College; MA Middlebury Bread Loaf School of English.

David Silvester, MCSI

Senior Associate — UK

  • Expertise in investment fund product management, governance and regulatory frameworks.
  • Familiar with UK, Ireland and Luxembourg domiciles and the global distribution of UCITS products.

Cori Stevens

Director of Design and Operations

  • 15 years of experience in communications and information design.
  • Joined firm 2011.
  • BA, Connecticut College.

Alexa Jenkins-Guardia

Junior Associate

  • Marketing and consumer behaviour experience in Latin American and European markets.
  • MSc. Marketing, University of Manchester.
  • Costa Rica Institute of Technology.

Marta Jiménez

Junior Associate

  • 2 years of experience in marketing and communication.
  • Journalism and law, Rey Juan Carlos University, Móstoles, Spain.

Memberships