Asset managers face constant pressure to attract new business and retain existing clients. While strong investment performance remains essential, delivering excellent client service—especially through clear and responsive reporting—is now a key differentiator.
This report explores how client reporting is evolving to meet rising expectations. Clients want more than standard performance updates. They expect timely, transparent, and tailored communication that helps them understand their investments and respond to market developments. Addressing ad-hoc queries effectively has become central to maintaining trust and satisfaction.
Technology continues to reshape client communication. Increased digitalisation offers opportunities to enhance the client experience, streamline reporting processes, and improve engagement. Digital tools allow firms to deliver more interactive, personalised, and accessible reports, helping clients make informed decisions and strengthening long-term relationships.
Several industry drivers are prompting asset managers to improve their reporting capabilities. These include the need to incorporate sustainability data, respond to regulatory demands, and consolidate reporting across private and public market investments. As portfolios grow more complex, reporting must evolve to reflect a broader range of metrics and insights.
The report outlines what clients value most in their reports and presents a vision for the future of client communication. This includes more intuitive formats, integrated ESG data, and flexible delivery channels. By focusing on clarity, relevance, and responsiveness, asset managers can improve client retention and stand out in a competitive market.
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