Why Portfolio Sharing is the Future of Investor Communication: Balancing Control and Customer Service

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22 JANUARY 2014

A white paper reviewing the merits of portfolio sharing and distribution in 2014.

Over three months StatPro surveyed 153 professionals from the investment industry. Recipients were based globally and responses were anonymous but included firms such as hedge funds, private wealth, registered investment advisors, fund administrators, ManCos, consultants and trustees. This white paper analyzes the results of the survey and considers whether firms could benefit from a more flexible and transparent communication strategy in order to improve retention and acquire new business.