Introduction
Financial services firms often deal with complex ideas. Concepts like portfolio construction, asset allocation, and fixed income investing can be difficult to explain clearly to clients and prospective investors.
That’s where explainer videos can help.
At Gisteo, we specialize in turning complex topics into clear, engaging videos. Financial firms—from wealth managers to fintech companies—often use explainer videos to communicate their strategies in a way that is easier for audiences to understand.
We recently partnered with JAG Capital Management to produce a short explainer video that simplifies their approach to fixed income investing.
Before watching the video, it’s helpful to understand the basics of fixed income investing and why it plays such an important role in many investment portfolios.
What Is Fixed Income Investing?
Fixed income investing refers to investments that pay a regular stream of income, typically through interest payments. The most common fixed income investments include:
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government bonds
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corporate bonds
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municipal bonds
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other income-producing securities
Unlike stocks, which fluctuate based on company performance and market sentiment, fixed income investments are generally designed to provide predictable income and help stabilize a portfolio.
For many investors, fixed income investing plays a critical role in maintaining diversification and managing risk.
Why Fixed Income Investing Matters in a Diversified Portfolio
A diversified portfolio often includes multiple asset classes such as equities, fixed income securities, and sometimes alternative investments.
Fixed income investments can help:
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provide steady income
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reduce volatility in a portfolio
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preserve capital during uncertain market conditions
Because of these characteristics, many financial advisors recommend allocating a portion of a portfolio to fixed income investments.
A Disciplined Approach to Fixed Income Investing: The JAG Example
While fixed income investments are often considered more stable than equities, they still require careful research and portfolio construction.
Investment firms use a variety of strategies to identify opportunities within the bond market while managing risk.
For example, JAG uses a disciplined investment process focused on identifying securities that can provide reliable income while helping protect investor capital.
Investors interested in learning more about their process can explore JAG Capital Management’s investment philosophy on their website.
Explaining Fixed Income Investing Through Video
Because investment strategies can be complex, many firms use video to help explain their philosophy to clients and prospective investors.
At Gisteo, we recently worked with JAG Capital Management to create a short explainer video that simplifies their approach to fixed income investing.
Explainer video produced by Gisteo for JAG Capital Management explaining their disciplined approach to fixed income investing.
The video highlights the key principles behind JAG’s strategy and presents them in a way that is easier for investors to understand.
Why Financial Firms Use Explainer Videos
Communicating financial concepts clearly is essential for investment firms. Investors want to understand:
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how portfolios are constructed
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how risk is managed
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how investment decisions are made
Explainer videos help bridge the gap between complex financial strategies and clear communication.
For many financial companies, video has become a valuable tool for:
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educating investors
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supporting marketing efforts
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explaining investment philosophies
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improving engagement on websites and social media
FAQs: Producing Explainer Videos for Financial Services Companies
Why do financial firms use explainer videos?
Financial services companies often deal with complex ideas such as investment strategies, retirement planning, and portfolio management. Explainer videos help simplify these concepts so clients and prospects can understand them more easily.
Are explainer videos effective for investment firms?
Yes. Many wealth managers, asset managers, and financial advisors use video to explain their approach to investing. A well-produced video can help clarify concepts like fixed income investing, portfolio diversification, and risk management.
What types of financial companies use explainer videos?
Many types of organizations in the financial sector use video, including:
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wealth management firms
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asset managers
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fintech companies
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financial advisors
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insurance companies
These videos can help explain services, investment strategies, and financial concepts in a way that audiences can quickly understand.
What makes a good financial services explainer video?
The best financial videos focus on clarity and storytelling. Instead of overwhelming viewers with technical jargon, they present complex ideas in a simple and visual way.
A clear narrative, strong visuals, and concise messaging are key ingredients.
How long should a financial services explainer video be?
Most explainer videos are between 60 and 120 seconds long. This length is usually ideal for communicating a clear message while keeping viewers engaged.
How Gisteo Helps Financial Firms Explain Complex Ideas
For more than a 14 years, Gisteo has helped companies turn complex ideas into clear and engaging explainer videos.
Financial firms in particular benefit from video because it allows them to communicate investment strategies in a way that is both visual and easy to understand.
The video we produced for JAG Capital Management is a good example of how a well-crafted explainer can simplify a sophisticated investment concept like fixed income investing.
If your company needs help communicating complex products or strategies, Gisteo’s explainer video services can help turn your message into a clear and compelling story.
If you have a financial explainer video project you’d like to discuss, don’t hesitate to schedule a free consultation now.
