Investor statements as a marketing tool

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Professional bodies have pushed for transparency in investor statements, but in this challenging economic environment, firms should also be using their statements as a marketing opportunity, argues Patrick Headley.

The benefits of investment management firms personalising and adding marketing messages to their statements are unmistakable. Companies that personalise have an advantage over competitors that are not tailoring their investor communications – which, as a result, are wasting an opportunity to build customer loyalty, sell clients on other products and services, and boost marketing ROI.

Recent research by GI Direct indicated that 58% of investment management companies are overlooking a major opportunity by not using their statements as a means of communicating with ind...

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