"A myth persists among many firms that institutional investors have
little interest in visiting an asset manager’s website, and solely
require personal interaction throughout their decision-making journey," according to a recent survey by Kasina. "That may explain why the user experience on so many sites is poor." Recent evaluations of nearly two dozen websites for institutional investors revealed that just a few firms use technology to extend the personal approach they prize offline to the online experience. But surveys show that the majority of institutional investors use corporate websites as well as social media as sources of non-financial information when making investment decisions. And interviews with institutional investors and consultants dispel the notion that websites don’t make a difference as they reel off the asset managers whose online capabilities they appreciate—and those they disparage.
Read the report here.
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