Funds Find New Ways to Woo Shareholders

Finding ways to reach shareholders with an appropriate message and choosing the medium to do so consumes the resources of many a fund company. Firms need to communicate bad news to shareholders in a gentle manner, trumpet the good news and economize the delivery of mandated disclosure information. New advances in shareholder servicing technology have given companies new and better ways to engage their investors while social media has provided additional opportunities to inform investors if used within the framework of a compliance strategy.