Voice of the Investor
Get reliable, detailed data about what your investors are thinking and feeling to guide decision-making, assess the impact of changes and make course corrections early.
About the Program
For 13 years, ISG has been helping fund managers understand what matters most to their institutional investors. Using a proven combination of qualitative and quantitative methods, the Voice of the Investor program:
- Provides comprehensive, detailed data instead of relying on anecdotal reports or standalone satisfaction scores
- Establishes a baseline against which to assess the impact of changes
- Precisely identifies the opportunities for elevating the investor experience
- Shows your investors you truly care about them and their needs
- Uncovers different needs and priorities among investor groups or regions
- Determines what matters most to investors; it may not be what you think
Addressing industry challenges:
Growth ambitions versus investor trust. Most fund managers want to grow, whether it’s from a single asset class to multiple classes or to expand globally. Whatever the ambition, retaining investor trust is crucial.
New capabilities versus diluted expertise. You want to expand your investment strategies in a way that is sensitive to your fund’s original strengths and does not diminish your depth of expertise.
Responding to differing needs and expectations. The needs of investor groups can vary greatly. Regulations and expectations on sustainable investment are a case in point, with marked differences in Europe, North America and APAC.
Delivering innovation that investors want. Investors are looking for opportunities in emerging technologies such as AI-enhanced infrastructure, electrification of vehicle fleets, battery storage, 5G and wireless and data centers.
With comprehensive, detailed data that:
Cuts right to the heart of what matters.
- No wasting time with irrelevant questions
- Efficiency and predictive value of the question set has been proven
Multi-dimensional.
- Up to 10 standard modules with the option to customize or add others
- Up to 60 individual metrics
- Data segmented by asset class and region
Frank and unfiltered.
- Analysis and insights delivered by an independent third party, free from bias and vested interest
- Participants provide frank and perceptive observations, unhindered by the social or employment concerns that may constrain inhouse research
Case Study: A global fund manager has run the Voice of the Investor program for over 12 years to measure and understand investor sentiment. Actioning the output of the assessments has enabled them to grow overall satisfaction year on year, and the byproduct is managing more and more investment dollars.
More than a report...
EXECUTIVE PRESENTATION:
Summary of the insights and key findings for your senior team
MAIN REPORT:
Key recommendations plus detailed analysis of sentiment and quantitative data for each module
INTERACTIVE DASHBOARDS:
Drill down on the data for further detail using interactive dashboards
VERBATIM COMMENTS:
Hear what your investors actually said, word for word
