Fidelity, T. Rowe, Franklin Excel at Addressing Market Volatility: Corporate Insight

Post on November 04, 2011


While 88% of mutual fund companies that Corporate Insight tracks offer materials on market volatility, only 40% organize this content into centralized outlets. This, Corporate Insight said, is “a key factor in determining firms’ effectiveness in communicating with clients and prospects during ongoing market instability.”

“Volatility is not a topic to be swept under the rug,” said Jeff Latzer, senior analyst for mutual funds at Corporate Insight. “By confronting the issue head-on, asset management firms are more likely to inspire prospects and instill confidence in clients and keep them invested in the market. A message of assurance from key executives, alongside historical context and educational resources, is a particularly effective approach.”


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