Oxford Investment Partners use ProFundCom to manage follow-up activity

“ProFundCom gives us the ability to gauge interest and manage follow-up activity in our diversified fund. An additional benefit that we found was that ProFundCom improved our communication internally with our sales team and externally with our investors.”

Paul Martin, Managing Director, Oxford Investment Partners

The Problem

Oxford Investment Partners offer a single diversified fund to a wide potential client base. Managing communication in relation to the fund had two main requirements; with prospects to track investment opportunities and ensuring that existing investors in the funds received correct and timely fund information.

It was important to be able to track which investors and prospects had been consistently showing an interest in the fund as well as which ones interest had potentially waned. The concern was that once the information was sent, who was actually interested and whom should the investor relations team be following up on.

A solution was also required that did not require a large investment in IT.

The ProFundCom Solution

Using ProFundCom, the investor relations team were able to:

• Address any concerns from existing investors
• Rapidly identify valuable contacts from their contact base
• Quickly establish interest from prospects

With the increase in visibility of which contacts were accessing information and which were not, the investor relations team were able to enter into more useful dialogue with their contacts.

 “ProFundCom gives us the ability to communicate with our investors and prospects in a more meaningful way”

Business Profile

Oxford Investment Partners Limited (OXIP) was created in 2006 as an investment office for a group of Oxford colleges seeking to achieve optimal risk-adjusted absolute returns from a diversified portfolio of assets. Third party investors with similar underlying objectives can co-invest with the colleges via OXIP Ltd (for charities, endowments and pension funds) of OXIP Diversified (For High Net Worth Individuals, tax paying companies and funds). OXIP is an independent fund management company jointly owned by the investment management team and five Oxford Colleges who were its founder clients.

Industry

Investment Management

Location

Oxford, UK

Website

www.oxip.co.uk