Investor Relations

A collection of 5 posts

"Investor Relations" Stories Page 1 of 1  

Why invest in a DDP when you have survey options?

SurveyMonkey, Microsoft Forms, Qualtrics, and Google Forms are familiar for collecting data and surveys, but the DDP is a better solution for the investment management industry...

The Dating.com of Due Diligence

Is diligence similar to dating?Think about it: Two parties meet, exchange information, and make a decision to commit or not. Similarly, a type of diligence...

Rethinking Investor Relations Tech

Firms should apply the “zoom out/zoom in” approach to technology investments. The “zoom out” perspective looks at a time horizon of 10 or more years...

Data Disintermediation: The Gift that Keeps on Giving!

The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed to give...

What Is Your Investment Engagement ROI?

Differentiation has become the touchstone of the future, and those funds that strategically embrace change in a way that responds to investor demands will be the...

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