As the mutual fund universe becomes more crowded and the strategies offered to investors become more complex, fund managers are under pressure to further differentiate themselves and their brands from the competition. One way to stand out is to make investor and financial intermediary education a key element of any communications plan to drive brand awareness and asset growth.
Although the demand for alternative investment strategies continues to increase, a knowledge gap still exists about how these strategies are designed to function as part of a diversified portfolio. This is where educational campaigns and resources serve as a crucial bridge between fund firms and those they need to engage. However, by offering investors and intermediaries the opportunity to learn how complex mutual fund strategies work, and what type of investor would benefit the most from a specific strategy, managers can make their funds more tangible and accessible to a wider range of potential investors.