An Overview

‍

‍

‍

‍

The Challenge

‍

Heckman Global's main research products were still PDF publications that were being emailed to clients, but in today's tech-optimized world, Heckman Global needed to meet prospects expectations of a digital experience.

‍

In addition to a new website, the brand needed email marketing, and to maintain present on other research platforms, like seeking alpha.

‍

To keep up with the digitization of products, Heckman Global would need to transition from a 'deployed product' business model, to a 'saas platform' business model.

‍

‍

The Solution

‍

• A Brand Design Overhaul, bringing the 20+ Year old brand experience into the 2020s
• A New Fully-Responsive Website, heckmanglobal.com
• A Consistent Design System across Print, Web, and Mobile
• Email Marketing Design, view an example here
• A New Macro Research Dashboard, adapting the legacy PDF format of research for the web.

‍

‍

‍

Background

‍

A Disciplined Approach
Since 1993, Heckman Global has utilized a disciplined approach to provide research on equity allocation across countries and sectors. Recognizing the importance of top-down global equity allocation for global portfolio performance, we provide clients with timely research and investment insights.

‍

Decades of Experience
Dr. Leila Heckman, Ph.D., founder of Heckman Global, and Head of Global Equity Research at DCM Advisors, LLC, leads the research team with decades of experience, and is responsible for asset allocation publications and models for a global client base.

‍

Our Readers are Industry Leaders
Our research is utilized by premier institutional asset managers, including long-only equity managers and global asset allocators. We've been featured in Bloomberg, Barrons, Wall Street Journal, Hedge Connection and more.

‍

Your Factors, Our Models
We also offer interactive allocation software that allows clients to create customized models to inform their investment processes. Clients can use the models to test investment indicators across countries or sectors, change weightings on investment indicators, and create bespoke models. Heckman Global works closely with clients in the customization.

‍

‍

Research

‍

‍

Competitive Analysis

‍

‍

‍

Digitizing the Research

‍

‍

‍

‍

‍

‍

‍

‍

Referencing Seeking Alpha's "Investing Group" User Experience

‍

‍

‍

‍

The New Web-App Dashboard for Quant Country Factor Research 

‍

‍

‍

The Value of Digitizing the Experience

‍

• Digitizing the PDF presents more opportunities for providing value to institutional investors 
• On the Web App, HGA can provide more calls-to-action, whereas on the PDF, most investors skim the publication.
• Data can be shared on LinkedIn, a more engaging platform, and HGA can take advantage of network effects
• Provide Data Download for Investors to run the data through their own excel models and systems
• Opportunity to Add Price tiers:
  Tier 1: Publication PDF
  Tier 2: Access to dashboard + Data Download
  Tier 3: Bespoke Interactive Model with Client-Customized Quant Factors
• More robust product analytics with heatmaps (HotJar)
• Integrated Membership Billing (no manual invoicing!)
• Reduced Friction in release process

‍

Visit Heckman Global's Marketing Site →

Visit the "Seeking Alpha" Research Dashboard →

‍

‍

‍