Evolution in Asset Management: Chapter 3

November 10, 2019

Understanding investor needs can be a challenge, but done well, customer service can be an important differentiator

Continuing with our "Evolution in Asset Management" paper series, Chapter 3: Emboldened Investors looks at how investor expectations have changed since the financial crisis.  

Client service is certainly a critical component of the overall experience, but it is only one component. While advances in technology have raised investors' expectations across the board, these same advances have also enabled managers to deliver a reliably excellent investor experience.  

Understanding investor needs can be challenging, but this chapter offers some guidance to help focus improvement efforts.

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