Investor Survey

- KURTOSYS INVESTOR SURVEY 2012 - A SURVEY OF INVESTORS' PREFERENCES REGARDING ONLINE ACCESS TO FUND MARKETING DATA, FUND REPORTING SERVICES & MOBILE ACCESSIBILITY PROFILE OF RESPONDENT [170 INVESTORS SURVEYED] Infovest21 and Kurtosys 39% Multi-Manager Systems developed this 23% Institutional Investor survey which was conducted during May 2012 to uncover what investors really value 17% Consultant when it comes to fund 14% Wealth Manager marketing data, fund reporting services and mobile accessibility. 7% Other WHY DO INVESTORS VISIT A FUND MANAGER'S WEBSITE? WHICH WEBSITE TOOLS DO INVESTORS VALUE MOST? 18% Browse products 24% Read blogs 27% Read news, insights 5% Fin planning tools 9% Watch lists 19% Interactive charting 38% Access document libraries 39% Extended fund info 44% View prices and factsheets 49% Due diligence 54% Log on to online reporting portal 43% Asset allocation/portfolio 81% Price performance tables Multiple responses accepted HOW IMPORTANT ARE WELL DESIGNED AND HIGHLY PROFESSIONAL REPORTS? ARE INVESTORS RELYING ON MOBILE DEVICES AT WORK? 12% Extremely 73% Currently using 39% Very 12% Plan to use 38% Moderately 14% No plans 10% Slightly 1% Not important HOW LIKELY ARE INVESTORS TO USE A MOBILE APP TO TRACK FUNDS? HOW IMPORTANT IS IT TO HAVE SECURE ACCESS TO FUND REPORTS ON THE MOVE? 17% Extremely 16% Extremely 28% Very 20% Very 31% Slightly 29% Moderately 20% Not likely 19% Slightly 3% Does not apply 13% Not important WHAT ARE AN INVESTORS PREFERRED FEATURES ON A MOBILE APP? 41% 31% 28% 27% 7% Interactive charting Fund manager videos Ability to rate funds Chat with fund manager Social networking tools DOWNLOAD A FREE COPY OF THE FULL REPORT If you require more information about the survey and for media enquiries please email [email protected] or call +44 (0)20 8605 9770 Kunys investor Survey 2012 KUR.TO/SURVEY /NFOVEST 21 KURTOSYS ©COPYRIGHT 2012. INFOVEST21 LLC & KURTOSYS LTD. ALL RIGHTS RESERVED BEAUTIFUL SOFTWARE