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Case Study

The New global X

Client Situation:

Founded in 2001, global X is a market maker in transferable tax assets, bringing tax asset equity to transformative projects throughout the United States. Many of these projects involve the preservation and rejuvenation of historic buildings and entire neighborhoods. Its team of specialists works with developers and project sponsors to optimize the value of their tax assets. global X reduces the complexities associated with tax asset investing. With decades of tax planning, underwriting and transaction experience, global X sources, structures and manages the transactions so clients don’t have to. They’ve helped major preservation projects. Their people are their brand. How can they tell the global X story?


global X recognized that most of their client engagements began with a secure relationship. Prospective clients (investors, developers and civic leaders) needed to feel a bond and trust with the global X staff. Stevens Strategic decided to feature and introduce the talented global X team via videos. Through careful copy development and dynamic videography, SSC captured the excitement and expertise of the global X team. A new website and updated collateral materials further spelled out how global X helps investors thrive in a socially responsible manner.


The global X videos, website and supporting materials redefined the company in the marketplace. The company reported a 30% increase in engagements in the year after these projects were completed.