Select Page

Managing other people’s money is a daunting task. Needless to say, some individuals can find the experience very stressful.

But some individuals thrive on the challenge too. In my view, these people all have similar strategies when it comes to managing investors.

What I’d like to do in this blog post is to share some of these strategies with you.

Establish Professional Relationships

Firstly, it’s critical to recognise that investors are still people. They will care deeply about the success of their investments.

Having said that, it’s vital that investment managers establish an effective professional relationship.

Practically, this means that investment managers should manage their time very carefully.

While a percentage time should be dedicated to updating investors, time should also be marked out for executing the investment strategy with no distractions.

Communicate Clearly

Clear communication is a skill. The best investment managers are brilliant at explaining their investment strategy rationale in simple terms.

Sometimes, explaining strategies concisely isn’t easy. But this is a skill any investment manager can develop.

More importantly, investors appreciate communication that gets to the point. They – like all professionals – value their time.

Website & Social Media

When it comes to investment funds, perception matters. That’s why it’s important to update a professional website regularly, along with social media.

Investors will likely keep track of these mediums to ensure their chosen fund is keeping track of market developments.

Monthly Conference Calls

Monthly conference calls with investors are a brilliant way to maintain professional relationships. During these calls, investment managers usually field questions from their investors.

Quarterly Meetings

Phone calls are great. But nothing beats one-on-one meetings. During these meetups, investment manages can build strong relationships with their investors.

Investment managers that are willing to talk face-to-face stand a better chance of earning the respect of their investors.

Hopefully, you’ve found these tips useful. If you ever want to arrange a phone call with me, please let me know. It’d be good to know about your investment fund ambitions.

Facebook Comments