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Key elements of investor relationships include making portfolio performance information available, maintaining communication and attracting new capital as opportunities arise. But what’s the best way to do all that?
Some organizations rely on spreadsheets, which can be cumbersome and prone to errors. Others adopt disparate investment management data systems, which require multiple vendors and carry the risk of data compromise.
Fortunately, there’s another option. Many investment managers and their clients are finding that a reconciliation capable of managing all investment and client operations is a superior approach. The premier system in real estate investment markets around the world is Yardi Investment Manager, an element of the Yardi Investment Suite.
Investment Manager provides a single source of the truth, with investors having timely access to reports, tax documents, subscription agreements, portfolio data and more through a branded portal. This easy access lets investors take an active role in their investments rather than waiting for emails or reports.
Investment managers, for their part, use the system to automate the subscription agreement process. They can also monitor risk, perform capital transactions and communicate with investors.
“Yardi Investment Manager helps us have more meaningful conversations with our investors,” says Scott McGinness, CFO of Cohen Asset Management, a private equity real estate investment company based in Los Angeles.
“Our staff doesn’t have to spend time assembling information from disparate sources, then preparing and distributing it. They can direct their energies to more productive activities such as researching investment opportunities and strengthening client relationships.“
Scott McGinness, CFO, Cohen Asset Management
Cohen Asset Management’s investor relations staff have secure access to Yardi Investment Manager, where they can utilize various online tools and access essential investor information, including deals, contact details, returns, and distributions. Receiving prompt and precise responses to inquiries fosters investor confidence and ensures that Cohen Asset Management is fully engaged with its accounts.
Cohen Asset Management has also optimized investor communication through Yardi Investment Manager, enabling the seamless generation of personalized messages. The company now provides a customized confirmation upon deal closure, requiring just minutes to set up.
See how Yardi Investment Manager can help investment managers attract and satisfy investors, increase efficiency and reduce costs.
