Investor relations (IR) in 2024/2025 focuses on maintaining strong investor relationships by being proactive, transparent, and well-organized. While investor onboarding and fund performance are crucial, consistent engagement and communication are key to building trust. Technology plays a significant role in enhancing these relationships, particularly through investor portals, CRMs, and data rooms that provide easy access to performance data and streamline communication. Personal relationships remain important, but tech supports IR teams by automating reporting, improving transparency, and enabling well-informed conversations. By using IR tech solutions, teams can focus on direct client engagement, stay ahead of investor expectations, and maintain high service standards.

Join for free to read