How To Build Stronger Investment Partnerships: 2022 GP Survey Insights
Watch the on-demand recording here
Learn how top-performing GPs are earning more referrals and growing their businesses in this webinar
Our latest market research focused on how GPs are building stronger relationships with their investors and earning more referrals to new investors.
Nearly 100 firms participated in the study. Those with the highest rate of repeat investors, most referrals, and fastest rate of growth for assets under management did a few things differently.
Listen to Tyson Strandberg, Director of Client Relations at Bell Partners, and Jasmine Nazari, Chief Operating Officer at Urban Green Investments, as they discuss their perspectives on the following:
- How to decide on what data to include in an investor portal (including data points they have added since launching their portal)
- Balancing sharing performance and perspective for context
- The benefits of providing self-service reporting
- How they use data to identify areas for improvement
- What investor experience says about a firm's operational quality
- The process they used to drive adoption of technology (internally and externally)
Benchmark Research Partners
Chief Operating Officer
Urban Green Investments
Director of Client Relations