Kurtosys Survey Reveals That Investor Satisfaction Hinges On Reporting Quality, Interactivity & Mobile

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• Publié par: kurtosys
• Nombre de lectures: 18
• Langue: English

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Kurtosys Survey Reveals That Investor

Satisfaction Hinges On Reporting Quality,

Interactivity & Mobile

PR Newswire

LONDON, June 26, 2012

LONDON

,

June 26, 2012

/PRNewswire/ --

A recent Kurtosys survey into investors' preferences in

fund reporting showed that client satisfaction hinges

on the design and quality of reporting, interactive tools

and mobile capability.

98% of investors said that it was vital to have access to

well designed, professionally built reports, underlining

the pivotal role that client reporting plays in attracting

and retaining asset.

http://www.kurtosys.com/blog/wp-

content/uploads/2012/06/infovest21-kurtosys-survey-fig2.jpg

Less than 1 in 5 investors visit a fund manager's website to browse products

Online reporting portals, fund prices and factsheets & online information such as

document libraries, blogs or fund manager commentaries were the main reasons for

website visits

Mobile distribution continues to dominate:

72% of respondents already use a mobile device for work

76% would be likely to use a secure mobile app to track funds or access pricing

Apps should feature interactive charting and fund manager videos

Just 7% of investors would use an app to access social networking tools

Accuracy and design retain top spot:

80% of investors said that price and performance tables were essential when it comes

to analysing and manipulating fund market data

Accuracy ranked no.1 rank for importance in client reporting

98% of investors said it was important to have well designed, professional client reports

"Kurtosys has long understood that client reporting is

of paramount importance when it comes to meeting the

needs of investors, be they multi-managers,

institutional investors or wealth managers," said Jeff

institutional investors or wealth managers," said Jeff

Hendren, President at Kurtosys. "Our survey

demonstrates the need to provide a full suite of

interactive analytics, mobile enabled document libraries

and first rate performance data to satisfy investors

growing thirst for information."

The findings were drawn from a survey on investor preferences conducted by

Infovest21 on behalf of Kurtosys in Q2, 2012.

You can go to http://www.kurtosys.com/investorsurvey to download a free copy

of the report.

About the Survey

Infovest21 and Kurtosys conducted the survey during

May 2012

to probe

investors' preferences when it comes to fund reporting services, including why

they visit a fund manager's website, which tools they value most and their

usage of mobile devices. 170 investors were surveyed by email or phone. 39%

of the respondents were multi-manager investment firms, 23% were

institutional investors, 17% were investment consultants and 14% were wealth

managers or family offices. Of the respondents, 12% were based in

Europe

and the remainder in the US.

About Kurtosys

Kurtosys is a global provider of digital tools that help asset managers attract

and retain investor assets. Since 2002, our team of industry experts have been

using digital media to transform the way that financial information is shared

and consumed.

Our solutions help brands connect with their customers using the power of

online and mobile communications. Our robust infrastructure and outsourcing

services help eliminate unnecessary workflows and reduce costs, and our web

and document design services are dedicated to making financial data beautiful.

Headquartered in

London

, Kurtosys has offices in

New York

,

San Francisco

,

Cape Town

, Gurgaon (

India

) and

Manila

. Our presence spans five continents

and our clients include some of the world's largest asset managers.

Further information

Please contact [e-mail]. Alternatively, please call +44(0)20-

8605-9770 or email [e-mail]. Find out more about Kurtosys at

http://www.kurtosys.com or by subscribing to the Kurtosys blog.