Why portfolio sharing is the future of investor communication: balancing control and customer service

Over three months StatPro surveyed 153 professionals from the investment industry. Recipients were based globally and responses were anonymous but included firms such as hedge funds, private wealth, registered investment advisors, fund administrators, ManCos, consultants and trustees. This white paper analyzes the results of the survey and considers whether firms could benefit from a more flexible and transparent communication strategy in order to improve retention and acquire new business?

Download the white paper to find out about the investment industry’s priorities in relation to:

  • clients’ demands for increased transparency and more performance and risk information
  • the sharing of performance and any challenges due to time constraints
  • the perceived lack of control and flexibility related to sharing portfolio performance
  • whether sharing such detailed information would lead to client confusion rather than useful transparency


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User management portfolio sharing white paper

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