The most important communications for an investment manager are those to its investors. Through our extensive work in the industry, we understand the cultural nuances of institutional investment management and the relationships between managers and their clients. Using our experience, we work with managers to structure and execute communications that build trust and stability among their investor base.
We advise clients on their regular quarterly and annual communications, and manage communications related to developments that could have a positive or negative impact on a manager’s business and reputation. We also help managers implement investor days, by advising on presentation content and themes, and training investment staff to deliver information more effectively.