The client, an Equity Research and Investment Banking firm, wanted the TresVista Team to prepare a newsletter providing a holistic summary of the Natural Resources sector. The client specifically wanted the team to highlight the Mining and the Energy sector and have room to promote the firm’s brand name and its products. The client also wanted the team to curate a mechanism that would effectively track the bouquet of relevant companies from their perspective and identify sources that provided relevant updates affecting the commodities sector.
To prepare a newsletter covering the Mining and Energy sector, which is highly volatile, considering its high dependence on the global economic & geopolitical events.
The TresVista Team followed the following process:
Got familiar with the email marketing platform and created a template for the newsletter
The major hurdles faced by the TresVista Team were:
The team overcame these hurdles by taking common news pieces from the sector and understanding their relevance. Moreover, the team referred to the educative materials provided by the companies on their websites, along with glossaries about the sector and the sector-specific terms/jargon. Further, the team refined the final output to better suit the client’s needs and, hence, provide the most value to them.
The TresVista Team suggested creating a record of the news that they cover so that the team can have their own database of the company updates. This can help the team know the number of times a company was covered in the newsletter over the previous few years. This data also can be leveraged to bring out meaningful information in many possible ways, through manual or automated parsing (through implementing data analytics) of the information, finding out trends in the sector/group of companies, etc.