Financial firms haven’t changed - they want to meaningfully engage with the right investor audience and understand what they care about. Historically this was done over the phone, in meetings and at conferences. The problem is that these efforts have never been terribly scalable nor efficient for the investor. In an increasingly digital world they are even less so. Our response to those efforts is to focus on the problem, from both sides. Asset manager and investor engagement needs to be more scalable, efficient, cost effective, and frankly, it needs to be smarter.
Modified on: Tue, Mar 6, 2018 at 11:10 AM
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