by Liz Hecht | May 2014 | Communicating with Clients
In This Issue: Advice from Omaha | 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...
by Liz Hecht | May 2012 | Communicating with Clients
In This Issue: Too Little Too Late | 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...
by Liz Hecht | April 2011 | Communicating with Clients
In This Issue: The Role of Research | How Can We Serve You Better? | Thanking Participants 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 paradoxically, the answer in some...
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