13/03/2025
As CCI heralds an increase in flexibility, how can Asset Management firms capitalise?
As the deadline for submissions on the FCA’s consultation on the Consumer Composite Investments regime looms on the 20th March, at Research in Finance we welcome the initiative to boost investor confidence and empower them throughout their investing journey.
Music to our ears
We have long been strong advocates for asset managers to take into account investor confidence and their experience of information and content, encouraging them to maintain engagement and foster a positive interaction at every touchpoint. Our Communications Compass service does just this.
What Communications Compass tells us
Through testing client’s comms and collateral we know that 40%* of materials were not reaching their optimal potential, with information feeling inaccessible to investors due to presentation. Moreover, 35%** were not capitalising on the clarity of their information by failing to create and maintain a sense of engagement.
This is a significant missed opportunity. 73%*** of the materials tested were actually above the average in terms of perceived clarity, but when engagement and accessibility are lacking the perceived value of the material diminishes, with investors often no further forward in understanding the content or any potential implication for their investments.
Test and re-test
But it’s not all bad news. Groundwork is well underway and the Asset Managers we work with are avidly testing and now retesting their materials, looking to make improvements and evidence the success of revisions. Getting clarity right is hard, but a successful piece of content gets the balance right and provides a positive consumer experience, not just with the information but with the entire process of engagement. Get it wrong and the process of engaging becomes onerous, challenging and demotivating in the long-term.
Forewarned is forearmed
Looking forward, we are excited to consider the possibilities that CCI’s greater degree of flexibility and less emphasis on a disclosure-led approach might afford to the teams working on consumer facing content. Our Communications Compass clients are already working hard to ensure their content brings more positive consumer outcomes; by seeking actionable insights and constructive recommendations for improvement now, they are forearmed with the ability to capitalise on any new creative freedom which CCI might grant.
To find out how we can help you gain a deeper understanding of the consumer’s experiences of any of your content, communications or collateral, please get in touch by calling +44 (20) 7104 2235 or emailing Richard Ley or Mick Hrabe.
