Let’s be honest – managing investors can be hard. That’s why I thought I’d share this useful video with you. In it, we reveal four insider tips on how to effectively manage investors.

Just watch the video, or read the transcript below.


Many first time fund managers struggle to manage investors. So today, we want to share four effective tips to ensure the manager/investor relationship is a good one.

Tip One

It’s vital that fund managers establish an effective professional relationship. While a percentage of time should be dedicated to updating investors, time should also be marked out for executing the investment strategy with no distractions.

Tip Two

Clear communication is a skill. The best fund managers are brilliant at explaining their investment strategy in simple terms. Investors appreciate communication that gets to the point. They – like all professionals – value their time.

Tip Three

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

Tip Four

In quarterly meetings, fund managers can build strong relationships with their investors. Fund 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 want to create your own investment fund, just get in touch and a member of the IFINA team will come back to you.


Do you need help creating your own investment fund? We should have a Skype call. Just email me back and we can book a time that’s convenient to you.

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