In today’s challenging fundraising environment, GPs are increasingly recognizing the critical importance of delivering a standout investor experience amidst a complex technology landscape with multiple touchpoints.
To address these issues, Holland Mountain and IDR convened a panel of industry experts for a breakfast meeting on May 2, 2024, at the Langham. The event featured insights from Jason Green (CTO of IDR), Jessica Ferm (Managing Director Investor Relations at Permira), and Jeremy Hocter (Managing Director at Holland Mountain) with moderation by Tim Andrews (CEO of IDR).
Together, we explored how emerging tech trends can revolutionize investor relations while maintaining the essential personal touch in a partnership-driven business.
A few key takeaways from the discussion
Strategic Tech Investment Imperative
As firms evolve from single to multiple strategy management, the necessity for sophisticated technology integration becomes crucial. There is growing frustration among investors with their digital experiences, particularly with having to log into multiple platforms.
Enhancing the Investor Experience
A seamless and holistic investor experience is essential, and can serve as a competitive differentiator in the market. With private wealth increasingly influencing the sector, firms must rapidly adapt their onboarding and engagement processes to meet heightened expectations.
Addressing Diverse Investor Needs
The distinction between the needs of institutional and individual investors is clear, the demands are very different and GPs need to be aware of their needs but will have to prioritise while ensuring they are future proof in case their investor base changes. Technology can bridge this gap, by ensuring both satisfaction and operational agility.
Challenges in Transitioning to an Ideal Future
The industry faces numerous challenges in transitioning to an ideal future where technology supports varied investor needs, including the adaptation of systems to accommodate both private wealth and institutional investors without sacrificing the ability to serve either group effectively.
Standardization of data and reporting will come, but over years, not months. In the meantime, firms have to build the data capabilities to be able to consolidate data and service tailored investor reporting and requests.
Transform your investor experience
At Holland Mountain, we’re committed to leading this change, advising you on strategy and technology projects to transform the experience of your investors. Connect with us and speak to our investor relations experts.
