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Proposal to LaSalle Investment Fund Presidents

  • donlscott
  • Jul 12, 2020
  • 1 min read

Updated: Dec 26, 2022

Greetings


As the firm embarks on an increased focus to drive revenue via #commingled funds, there will be a commensurate need to deliver consistent, #strategic, #professionalcommunications to clients and prospects. An initial review indicates that current #clientcommunications and standards vary across funds, representatives, and topics. As you may know, Leo XXXX has been working on standardizing a quarterly report template, which is a great complement to our focus on improved #clientcommunications. New template drafts produced by MOF II and German Income & Growth -- while they vary slightly in side-by-side comparison -- seem to be quality improvements in form and function.


#ClientServices recognizes that there is a growing importance to building and

strengthening our #client relationships. As the firm continues to grow and clients look at home and abroad for superior returns, there will be an increased emphasis to appear as one firm committed to clients #globally. With that comes an increased need for #communications that are #seamless, with a level of continuity in what we say and how we say it. Keeping customers informed underscores the value we place on their business. And #communicating in an easy-to-understand, personalized way creates a comfort level clients know they can expect when investing with #LaSalleInvestmentManagement.

I invite you to share your thoughts. As leaders of your respective funds, your insight is invaluable to helping us set plans and ambitions.

Thank you in advance for your assistance.

Don

Proposal and Communications Manager

Client Services

(Written by Don Scott while employed as LaSalle's Proposal and Communications Manager)


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