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Experience Assessment Center

Voice of the Investor

Get reliable, detailed data about what your investors are thinking and feeling to guide decision-making, assess the impact of changes and make course corrections early.

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About the Program

For 13 years, ISG has been helping fund managers understand what matters most to their institutional investors. using a proven combination of qualitative and quantative methods, the Voice of the Investor program:

 

  1. Provides comprehensive, detailed data instead of relying on anecdotal reports or standalone satisfaction scores. 

  2. Establishes a baseline against which to assess the impact of changes.

  3. Precisely identifies the opportunities for elevating the investor experience. 

  4. Shows your investors you truly case about them and their needs. 

  5. Uncovers different needs and priorities among investor groups or regions. 

  6. Determines what matters most to investors; it may not be what you think. 

Addressing Industry Challenges:

Growth Ambitions Versus Investor Trust

Most fund managers want to grow, whether it's from a single asset class to multiple classes or to expand globally. Whatever the ambition, retaining investor trust is crucial.

New Capabilities Versus Diluted Expertise 

You want to expand your investment strategies in a way that is sensitive to your fund's original strengths and does not diminish your depth of expertise.

Responding to Differing Needs & Expectations

The needs of investor groups can vary greatly. Regulations and expectations on sustainable investment are a case in point, with marked differences in Europe, North America and APAC.

Delivering Innovation That Investors Want

Investors are looking for opportunities in emerging technologies such as AI-enhanced infrastructure, electrification of vehicle fleets, battery storage, 5G and wireless and data centers.

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With Comprehensive, Detailed Data That:

Cuts Right to the Heart of What Matters

No wasting time with irrelevant questions. 

Efficiency and predictive value of the questions set has been proven. 

Multi-dimensional

Up to 10 standard modules with the option to customize or add others. 

Up to 60 individual metrics. 

Data segmented by asset class and region. 

Frank & Unfiltered

Analysis and insights delivered by an independent third party, free from bias and vested interest. 

Participants provide frank and perceptive observations, unhindered by the social or employment concerns that may constrain inhouse research. 

Case Study

A global fund manager has run the Voice of the Investor program for over 12 years to measure and understand investor sentiment. Actioning the output of the assessments has enabled them to grow overall satisfaction year on year, and the byproduct is managing more and more investment dollars. 

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More than a report...

Executive Presentation 

Summary of the insights and key findings for your senior team. 

Main Report 

Key recommendations plus detailed analysis of sentiment and quantitative data for each module. 

Interactive Dashboards 

Drill down on the data for further detail using interactive dashboards

Verbatim Comments

Hear what your investors actually said, word for word. 

Meet Our Team

Jaimee Colenso

Jaimee Colenso

Research Manager

Jaimee Colenso

Jaimee Colenso

Since joining ISG as a Data Analyst in 2015, Jaimee has been involved in the design and delivery of over 15 ISG UserX™ programs.

Jaimee’s focus at ISG is managing the benchmarking database and analyzing business-to-business engagements for some of the largest Australian and international organizations. She takes an active role in the end-to-end research process from design to data analysis and report delivery. One of Jaimee’s most noteworthy projects at ISG is to expand the ISG UserX™ question library and the ISG Performex™ database, which has led to a considerable broadening of ISG’s benchmarking capabilities.

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Sebastian Chia

Sebastian Chia

Research Manager

Sebastian Chia

Sebastian Chia

Sebastian Chia is a Research Manager who analyses the health of business to business engagements among some of the largest Australian and international organizations. Sebastian specializes in the analysis, benchmarking and reporting of customer satisfaction in technology service levels within local and global technology supply chains. He is skilled in report design and delivery, survey coding and benchmarking of end user research.

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Narelle Hanratty

Consulting Manager

Narelle Hanratty

Narelle is a specialist in assessing the health and effectiveness of business-to-business relationships, the factors that determine performance, and how to optimise those relationships. She has deep complementary experience in assessing the impact of technology services and systems such as Service Desk, onboarding and devices on employees and the organisation as a whole. 

Her role includes analysing and benchmarking the results of these assessments, communicating the findings with clarity, and providing new actions and possibilities.

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