For Asset Managers retaining and growing AUM is paramount. According to compelling new Rivel/Chestnut research*, there are a series of drivers that trump performance in the asset manager selection and termination process. In fact, TRUST is now the most significant factor in asset manager hiring decisions, overtaking performance in the past few years. *White paper on Asset Managers: “Your Performance Doesn’t Really Matter” Published 2014 by Chestnut Advisory Group How can you better understand trust and other key drivers of asset manager selection? Through a comprehensive investor perception study that will fully equip you with an extensive arsenal of actionable intelligence.

1. Rivel Research Group | 203.226.0800 | www.rivel.com
HOW MUCH DO INVESTORS TRUST YOU?
• Why didn’t we win that finals presentation?
• Why aren’t we getting traction with that consulting firm?
• How well does the market understand our investment strategy?
• What are investors’ key concerns about committing capital to us?
A Rivel perception study will uncover:
• The specific drivers behind your target market’s
asset allocation decisions.
• What has been successful in your attracting and
retaining clients, or why investors ultimately
chose a competitor.
• Clients’ current level of trust in your firm and
what areas can be improved.
• An objective assessment of communications
with your investor base.
THE OPPORTUNITY:
Our process involves:
• Interviewing a cross-section of your current investor
base, prospective investors, investment consultants,
and investors that opted to go with your competitor.
• A unique methodology that provides you with
qualitative feedback as well as quantitative
measurements of that feedback.
• A highly actionable analysis of your market, which
will provide you with precious intelligence for a vastly
better-architected investor communications and
client retention strategy.
Gathering, analyzing and interpreting investment community feedback is our core business. Art Rivel, Rivel
Research Group’s founder, invented the investor perception study nearly 40 years ago. Through our
proprietary method of quantifying anecdotal survey responses, we provide you with a laser-precision strategic
marketing tool that will be the cornerstone for your communication strategy. Additional information
concerning Rivel is available on our website at www.rivel.com
WHY RIVEL?
*White paper “Your Performance Doesn’t Really Matter”
Published 2014 by Chestnut Advisory Group
According to compelling new research, when investors make decisions
about their asset allocations it is no longer only about performance. In
fact, TRUST is now the most significant factor in asset manager hiring
decisions, overtaking performance in the past few years.
How can we better understand trust and other key drivers of asset
manager selection? Through a comprehensive investor perception study
that will fully equip you with an extensive arsenal of actionable intelligence.
Some questions that you may be asking yourself that need answering:
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