Evolution: telling your “value add” story

Evolution: telling your “value add” story – developing your trust's message house

Everyone now is online and able to compare the messaging and delivery tools of others. It is not possible nor effective to try to segment communication and audience channels easily, once sliced by professional, retail, large and small .

Investment trusts are to be included now in the FCA regime that examines “assessments of value” as regulated a reporting requirement, despite some rather different qualities of trusts to open-ended funds, gearing, liquidity, a tradition of independent governance, discounts and listing rules to count some of the key differences.

https://www.fca.org.uk/news/statements/fund-managers-falling-short-assessing-value-their-funds

Unsurprisingly with all the ownership changes of their trusts' capital structure, the trending to self-directed investors in the last decade, this means more pressures on directors to establish individual identities for their trusts and with a clear involved idea of purpose than in earlier times. Many end-shareholders can become distant, they are customers of platforms, so engaging them, on average owning over 26% of the sector, requires new skills and expectations.

Digital communication and online media has leapt up the skill set core for all. Old procedures have had to become very fluid and adjustable, beyond the once familiar drumbeat of board meetings in person in an office, the financial calendar deadlines and printed annual reports. This also requires a different sort of resource and mindset and a new way of reporting effectiveness, from strategic positioning, message hierarchies to campaigning in all seasons.

This is an area where we are deeply involved with clients and stakeholders across this sector at Warhorse Partners. We may be of value to help.