Liontrust Assessment of Value Report - Flipbook - Page 14
Investor Survey
Liontrust conducted a survey among our private investors and professional
intermediaries as part of the assessment of value of the UK-domiciled funds. It is
important that we ask our clients what they think of Liontrust, the services we provide
and the usefulness of our communications.
Our clients were asked to evaluate 21 different aspects of Liontrust’s
service and communications and these produced three summary
scores. These summary scores were:
• 80% are satisfied or very satisfied with the client services team
at Liontrust
• 76% are satisfied or very satisfied taking into account the
information, materials and/or tools used from Liontrust
• 76% are satisfied or very satisfied taking into account the aspects
of information, materials, communications and client servicing
used or experienced from Liontrust
Of the issues raised with client services, the percentage resolved was:
• 86.5% completely
Communications
We communicate clearly and frequently with our investors,
regularly updating them on the performance of each of our funds
and portfolios, the effectiveness of the investment processes
applied to each of our funds and portfolios and the progress of
the business as a whole.
Liontrust is currently investing in developing our online services
and digital communications to enhance client services.
We communicate with our clients and investors through many
different forms:
• Face-to-face meetings and presentations, including educational
seminars
• Our Annual Investment Conference with multiple investment
teams and the Annual Sustainable Investment Conference
• 7% partially
The survey was conducted for Liontrust by Research in Finance
(RiF). They concluded that the views of Liontrust’s clients and
investors are positive based on RiF’s research experience for the
asset management industry.
• Third-party events and conferences
• Written investment updates, commentaries and opinion articles
80%
76%
76%
of private investors and professional
intermediaries are satisfied or very
satisfied with the client services team
at Liontrust
of private investors and professional
intermediaries are satisfied or very
satisfied taking into account the
information, materials and/or tools used
from Liontrust
of private investors and professional
intermediaries are satisfied or very
satisfied taking into account the
aspects of information, materials,
communications and client servicing
used or experienced from Liontrust
14 - Liontrust Assessment of Value Report