Dear Investor

by | May 2014 | Communicating with Clients

In This Issue: Dear Investor | Between the Lines | College Stress Solutions “Dear Investor” letters are perhaps the most vital communication between a portfolio manager and his or her clients. The best such letters generate excitement and instill...

What Clients Want

by | May 2012 | Communicating with Clients

In This Issue: What Clients Want | It Matters | A Field Guide Inspired client service can delay terminations due to poor investment performance—possibly long enough for performance to turn around. Yet in their client presentations investment firms make the same...

Escape from "The Land of Anecdote"

by | April 2011 | Communicating with Clients

In This Issue: Escape from “The Land of Anecdote”| How Can We Serve You Better? | Client Research Views: A Survey In getting to know an investment firm, we always ask if there is any market research that would be useful in our work. Almost invariably and...