There is a fundamental shift underway in what information the investor community desires from their fund managers.

Nearly 89% of investors who responded to an Opalesque and Intralinks survey said they won’t invest in new funds due to transparency concerns. Additionally, the survey shows that only half of investors who responded think they are getting enough transparency from their current managers. The survey points out that during the past ten years, not much has changed in the way fund managers communicate with investors.

The survey clearly highlights that a good investor communication program can be a significant  competitive advantage for fund managers.

One of the main expectations that investors have regarding their fund managers relates to the provision of data in electronic format to facilitate in-house processing and analysis. Here fund managers can benefit from the facilities in IR Alternative to distribute reports and data files eiter by e-mail or via our cloud based secure online portal (also available for set-up in private cloud environment).

The new version 2.0 of IR Alternative is now available for beta testing by clients.

Main changes and updates:

• Increased color and logo customization so that reporting can be customized on multiple levels (fund level, fund class / series level). This will allow you to increase brand recognition for individual strategies within your fund structure.
• Updated user interface to allow quicker access to the functions and reports.
• Application is now fully aware where it is located and sets links, paths, etc. automatically for your installation. This significantly reduces the time and work required on user side to install and update the application.
• All screens now have ‘Help’ buttons that bring users directly to the corresponding page in our online Knowledge base. User no longer need to navigate through the Knowledge base to locate answers but can used the quickest way to finding an answer to their question.
• Expended number of monitoring reports that should benefit internal control, compliance and ISAE 3402 / SSAE 16 requirements.

If you are a client of ZFM and use IR Alternative and are currently not in our Beta team, then please contact one of your account managers and they will be able to set you up for participation.