Analysis

Investment management, mobility, and managing investor security concerns

Read this Closer Look to learn how investment management firms can capitalize on the demographic of mobile users, many of which fall into the affluent or emerging affluent segment.

Investment management, mobility, and managing investor security concerns

The investment management industry, like many other industries, is in the process of developing mobile offerings for both clients and advisors. In many ways, the current state of the mobile channel harkens back to the early days of the Internet. Remember when simply having a website could set you apart from your competitors? Investment managers had vociferous debates about the value of the Internet, the return on investment of websites, what types of information and functionality to offer, and of course, on the safety and security of the Internet channel. These very same debates are happening now with regard to the mobile channel.

How can investment management firms capitalize on the demographic of mobile users, many of which fall into the affluent or emerging affluent segment? How can firms overcome security concerns? View this Closer Look for a quick read on mobility trends in investment management.

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