Activity Report
A future built on Trust
Product Team and Information Technology
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The most important thing is that every investor can feel privileged and unique, knowing they are more than just a client for us.
”Every investor is different and has their own priorities and concerns. The role of Ardian’s Product Team is to make sure each investor receives all the necessary information to evaluate our different funds and solutions, and to reach investment decisions that are right for them.
During fundraisings, the Product team provides the essential documents that investors require for their due diligence, including marketing presentations, legal documents and standard due diligence information. We respond rapidly to any questions investors have about the offering and if required we create tailor‑made information packs to meet specific due diligence needs. This set of documents is the result of close collaboration between all Ardian teams.
Effective teamwork and information sharing are key to our success. We work closely every day with our colleagues in Client Servicing: there is a constant flow of information between us, that optimizes the services our investors receive. We also have extensive contacts with other teams right across the company, which allows us to deliver precise and detailed information to our investors while remaining responsive and flexible to best answer their requests.
The information and insights we receive from investors via Ardian’s Investor Relations Managers are also vital in helping us deliver a high‑quality service. Through our Investor Relations Managers, who are our Ambassadors, we learn what clients are looking for and how they view the macroeconomic environment. This helps us to shape our product offering to meet their expectations and ensure it is well adapted to the current conditions.
Our aim in everything we do is to ensure our investors feel privileged and unique, receiving the most relevant information and services in due time. Our digital investor portal, Trustview Ardian, is now improving their experience further by enabling them to obtain due diligence information on our funds, subscribe digitally, and access all reporting information, making all of these processes quicker and easier to keep track of.
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We are the first GP in the world to provide a digital portal where investors can see future cash flows for each of their investments.
”Trustview Ardian is our online portal that enables every client to monitor their holdings with us on a single dashboard. Having launched Trustview in 2020, we are adding functionalities that will give clients more timely information, allow them to do their own analysis of portfolio data and complete fund subscriptions digitally.
Trustview enhances the personal service we offer, with automated cash flow projections, for ex ample, significantly improving the client experience. Providing these projections also requires us to standardize and industrialize the way we generate the data we share with clients. By focusing on serving our clients better through Trustview, we are also helping Ardian to become a more robust and scalable operation.
Trustview Ardian has been developed to replace paper documents and enable the entire fund subscription journey to be completed online.