Asset Managers Offering Market Commentary Display Relevance, Accountability

Now is the moment for financial services communicators whose work has never been more sought after–or more perishable as the progression of events forces a reconsideration almost every day.

We thought we’d give it until today (the Thursday following the bankruptcy filing of Lehman Brothers, the sale of Merrill Lynch, the announced federal bailout of AIG, et cetera) to survey investment management sites and sample the commentary made available for customers and distribution partners.

Click to read more ...

Interactive Graph Simplifies A Complicated Competitive Message

Quarterly performance communications are an ensemble production. And yet for all the quick but careful contributions made by players across an organization, the work is largely unsung. “It’s time to make the donuts”–former colleagues of mine used to invoke the old Dunkin’ Donuts commercial when referring to the tedium of periodically updating the data.

Even less satisfying is the work involved in trying to communicate relative performance-in print, the story is reduced to lots of numbers with not much impact. So, here’s a shoutout to the collaborative effort at Vanguard Voyager Services that has figured out an interactive way to tell the story every quarter.

Click to read more ...