Politics, Wealth Management and the Technology of Content

Election years pose different challenges for wealth management portfolios. Wealth clients often look at upcoming elections later than institutional clients, often through a personal perspective. Low-quality, high noise ideas challenge fiduciaries. Markets pay attention to political proposals, half of which will never be enacted. Policies with direct portfolio impacts, such as capital gains tax and pensions, add to the uncertainty. While institutional investors tolerate and can make money from volatility, wealth clients often react impulsively.

Timing is also difficult. With almost 100 votes in 2024, involving a quarter of the world’s adults, an investment approach around one election risks being upended by the next. Wealth managers, inundated with information, strive to produce timely updates for staff and compliant content for clients. Creating marketing material with lasting relevance becomes difficult, and the vast array of information can be overwhelming.

For example, while political feedback on the 27 June US presidential debate has been one-sided, the market reaction has so far been more nuanced and tentative. Yet the best wealth managers are able to go to clients quickly with actionable ideas that are balanced and well-argued.

One of the most useful set of tools in managing this content/delivery challenge is the Limeglass suite of products. Limeglass atomises research feeds and information to provide data and excerpts in useable forms. These can transform content into elements from which client material can be prepared quickly, flexibly, with significant impact.

Terence Sinclair