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Great ideas for AMC CEOs to engage investors in tough timesChandresh Nigam, Ashutosh Bishnoi, Anthony Heredia, Swarup Mohanty, CEO Round Table,

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Key Take-Aways
  • Instead of having a standard communication, AMCs could look at personalizing communication so that different investor needs are addressed.

  • AMCs could use analytics to find out where to improve the gaps in communication. Using video can a competitive opportunity to reach more investors.

  • The industry has not managed risk well due to competitive pressure and need to be pro-active in planning for volatility and downturn.

  • The demographics affects the investment approach and AMCs need to market and service accordingly. Change the conversation from return expectation to goals.

  • Empower the advisor so that they can support the investors well during volatility.

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