Published: 16 April, 2023

How To Make A Video For A Fund Manager – Step-by-Step Guide

Here’s a step-by-step guide on how to make a video for a fund manager:

Step 1: Define the Objective of the Video

Before starting the video production process, it’s essential to identify the video’s objective. Ask yourself, what do you want the video to achieve? Do you want to educate investors about the fund, build brand awareness, or encourage people to invest? Once you have identified the goal, you can move on to the next step.

Step 2: Develop a Script

The script is the backbone of the video. It should be concise, informative, and easy to understand. Start by writing an outline that covers the essential points you want to convey. Once you have the outline, write a draft script, and refine it until it’s perfect. Managers are quite difficult to do a script so you may well be better off letting them free-style and make edits later on in the process.

Step 3: Create a Storyboard.

The storyboard visually represents the script. It’s a sequence of illustrations that show how the video will flow. It helps visualize the video and make any necessary changes before shooting it. Again do this for yourself and not the manager as they probably won’t have the time or the inclination.

Step 4: Choose the Right Equipment

To create a professional-looking video, you need the right equipment. A high-quality camera, microphone, and lighting equipment are essential. If you don’t have access to professional equipment, you can use your smartphone camera, which often produces decent-quality videos.

Here is a list of equipment that we have used at ProFundCom for our own videos

Step 5: Shoot the Video

With the script, storyboard, and equipment in place, it’s time to shoot the video. Make sure to choose a quiet location, set up the lighting, and test the audio before recording.

This is a simple but useful layout plan.


Step 6: Edit the Video

Once you have the raw footage, it’s time to edit the video. You can use editing software like Adobe Premiere Pro or Final Cut Pro. Cut out unnecessary footage, add music and graphics, and adjust the colour and lighting as needed. For editing you will need an animated company logo. One good place to get video edits is on or

Step 7: Add Subtitles and Captions

Adding subtitles and captions to your video makes it more accessible and helps people with hearing disabilities. Many video editing tools offer the option to add subtitles and captions.

Step 8: Add a Call to Action.

The call to action is a crucial element of the video. It tells viewers what you want them to do next, such as visiting your website or contacting you for more information.

Step 9: Share the Video

Once the video is complete, it’s time to share it. You can upload it to YouTube, Vimeo, or other video hosting platforms. Share the video on social media, email it to your clients, and embed it on your website.
In conclusion, video creation for a fund manager requires planning, scripting, shooting, editing, and sharing.

Following these steps, you can create an engaging video that communicates your message effectively. Remember that people want to know about attitude to risk and investment strategy before they want to know about performance.

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