In an era of information overload, organizations reach out and engage with stake holders through newsletters & periodic reports. Smriti Pandey writes about 3 organizations in the mutual funds / alternatives space:
The markets have been rising steadily for many years, and this has attracted an increasing number of investors. Some are retired people, some are GenZ, some come from semi-urban and rural markets, and some are HNIs. They all seek different kinds of information, presented in different ways at different frequencies. Some seeks short messages, some seek graphs, some prefer technical explanations and some prefer simplified communications.
Asset management companies publish newsletters as means of sharing information that is reliable and trusted, as differentiated from tips, fake news and biased analysis. For this article, Rohini Kute, Head of Group Corporate Communications, Motilal Oswal Financial Services Ltd (MOFSL), shared about internal communications, while Preeti Irani, Head – Marketing at Neo AMC and Siddharth Singh, Head – Products and Passive Business at Baroda BNP Paribas Mutual Fund (BBPMF) shared about external communications.
Newsletters, Publications & Frequency
The Motilal Oswal Group maintains a robust internal communication strategy through a suite of regularly published newsletters and reports, designed to keep the workforce well-informed and actively engaged. Each Monday evening, employees across all locations receive the MOWeekly Bulletin, a corporate e-newspaper that consolidates and highlights the key media coverage of the preceding week, ensuring timely awareness of external perceptions and market presence.
For a more comprehensive and insightful look into both internal and external activities, the company distributes MOst Baatein monthly. This communication mailer delves deeper into company developments, offering richer narratives and perspectives. Rohini Kute highlights the deliberate use of ‘MO’ within MOst Baatein, and the company’s employee value proposition, Be MOre, subtly but effectively reinforces the company name, Motilal Oswal, and strengthens the corporate identity.
Employees often seek a broader, more detailed overview of the organization. They like comprehensive updates on key employee initiatives, significant business highlights, and the culture. At MOFSL, that need is fulfilled with MOFSL Times, a quarterly publication.
Further, to celebrate and inspire, MOFSL produces a bi-monthly Stellar Stories showcasing the success stories of employees. This initiative is dedicated to showcasing the exceptional achievements of associates, recognizing their contributions and fostering a culture of excellence. This tiered publishing schedule is designed in a way to provide corporate information and consistent inspiration through the celebration of individual accomplishments.
Baroda BNP Paribas publishes content through the month that can broadly be divided into 2 categories: (i) Fund and Product related Updates and (ii) Market and Economic Developments. The former are usually produced on a monthly basis, while the frequency for the latter ranges from weekly to monthly. Siddharth Singh lists the 14 newsletters the company produces along with their frequencies.
Daily Market Newsletter is a daily. There are 4 weeklies: Weekly Wrap, Chart of the Week, SDL Times and Weekly Debt Monitor. There is one fortnightly: Macro Economic Dashboard. There are 3 monthlies: Monthly Outlook, Macroeconomic Insight and Flash Note on Inflation. There is one bi-monthly: Commentary on the RBI Monetary Policy. The one quarterly is Flash Note on GDP. Finally, there are 3 adhoc publications: US Fed Action, Union Budgets and Any Significant Market Developments.
The content for the fund and product related updates is intended for both internal and external stakeholders. External stakeholders have access to the company’s Factsheet, Fund Presentations, Product (Fund) Notes as well as niche publications like the Net Equity Levels report for hybrid funds. BBPMF also produces detailed notes and write ups on its funds to equip the sales team for effective sales pitches as well as provide in depth updates on the funds.
Neo Asset Management, the India-focused Alternative Asset Management arm of the Neo group, invests in various asset classes across the yield curve. NEO a focused wealth and asset management company is backed by Peak XV (formerly Sequoia Capital), MUFG, and Euclidean Capital.
Neo AMC which specializes in the alternatives has not branded its newsletters; rather they are named after the respective fund and the month of publication. Preeti Irani describes 5 newsletters that the company produces.
Neo Special Credit Opportunities Fund 1 is a quarterly. It updates on special situation investments, deployment progress, and asset performance. Neo Infrastructure Income Opportunities Fund too is a quarterly. It offers insights into operational road and solar asset performance, yield trends, and infrastructure investments. Neo Income Plus Fund is a monthly, and covers credit opportunities for established businesses, portfolio risk assessment, and credit ratings. Neo Special Credit Opportunities Fund, a monthly, covers short-term investment opportunities, liquidity management, and return expectations for 6-9 month deployments. Finally, there is Neo Special Credit Opportunities, a monthly that covers secured debt instruments, interest rate movements, and duration management strategies. So, Neo produces focused and specialized newsletters.
Additionally, it produces fund update videos that provide a concise summary of key fund developments, ensuring investors stay informed about market movements and investment performance. These videos offer a quick, digestible format, allowing investors to access essential insights efficiently, reinforcing our commitment to timely and transparent communication.
Among the 3 companies here, Baroda BNP Paribas is producing the most extensive set of newsletters and sharing a variety of content.
KEY OBJECTIVES
What is the objective of producing these newsletters and reports?
Neo AMC aims to provide investors with timely, transparent, and data-driven insights into fund performance, market trends, and investment strategies. These communications help investors make informed decisions while maintaining engagement and confidence in its investment approach.
The focus is on:
· Market Insights – Analyzing macroeconomic trends, industry developments, and investment strategies in the domain of private credit and real assets.
· Fund Performance Updates – Offering detailed assessments of portfolio allocations, returns, and strategic shifts.
· Investment Opportunities – Highlighting emerging opportunities, risk management strategies, and regulatory updates.
Each fund-specific newsletter provides tailored insights, ensuring investors receive relevant, fund-specific updates at an appropriate frequency, says Preeti Irani.
With newsletters and reports, Neo aims to enhance transparency, optimize investor decision-making, and reinforce trust in Neo Asset Management’s ability to deliver consistent, risk-adjusted returns.
For BBPMF, the primary objective of these publications is to inform all the stakeholders – investors, advisors, distributors as well as its own sales team. These newsletters help shine a spotlight on market related developments that may potentially impact investor portfolios.
These regular updates also serve as an important medium to convey the company’s opinion on the state of the markets and its broad approach to managing the portfolios in the prevailing market and economic environment.
The fund related reports serve the specific purpose of providing information and updates on its funds. They provide insights into the positioning of the funds, the manager’s outlook in the context of the investment strategy and the portfolio of the fund. They serve as the primary source of updated information for each of the company’s funds.
These publications complement its engagement – both for digital as well as in person interactions, affirms Siddharth.
The Motilal Oswal Group’s suite of newsletters and reports serves distinct yet complementary objectives, all contributing to a well-informed and engaged workforce.
The MOWeekly Bulletin focuses on providing timely awareness of the company’s external perception. By highlighting key media coverage, it ensures employees are abreast of public narratives and market sentiment.
MOst Baatein aims to deepen internal understanding and inspire growth. It delivers in-depth stories about company activities while simultaneously fostering personal and professional development through motivational segments.
MOFSL Times serves to connect employees with the broader organizational landscape. It provides comprehensive updates on key business initiatives, employee programs, and the vibrant culture that defines Motilal Oswal.
Finally, Stellar Stories of Success is dedicated to recognizing and celebrating the outstanding achievements of the company’s associates. This initiative aims to motivate teams by showcasing excellence and reinforcing a culture of high performance.
Rohini Kute says that collectively, these publications enhance transparency, celebrate milestones, and consistently reinforce Motilal Oswal’s core corporate values, ensuring employees are informed and feel connected to the organization’s mission and culture.
AUDIENCE & CONTENT
For Motilal Oswal, the target audience is employees.
Neo AMC’s newsletters are tailored to High-Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs), and multi-family offices, providing them with specialized insights into fund performance, market trends, and investment strategies.
Neo Special Credit Opportunities Fund 1 (Quarterly) is designed for UHNIs and multi-family offices, focusing on special situation investments, restructuring progress, and asset performance. Neo Infrastructure Income Opportunities Fund (Quarterly) targets UHNIs and institutional investors, providing insights into operational road and solar asset performance, yield trends, and infrastructure investments.
Neo Income Plus Fund (Monthly) is ideal for HNIs and UHNIs, offering credit opportunities for well-established businesses, portfolio risk assessment, and credit ratings. Neo Special Credit Opportunities Fund (Monthly) serves HNIs and family offices, covering short-term investment opportunities, liquidity management, and return expectations for 6-9 month deployments. Neo Special Credit Opportunities Fund (Monthly) targets HNIs and UHNIs, providing updates on secured debt instruments, interest rate movements, and duration management strategies.
Additionally, Fund Update Videos offer a concise summary of key fund developments, ensuring investors receive timely, easily digestible insights. These updates reinforce Neo Asset Management’s commitment to transparent, data-driven communication for sophisticated investors.
Let’s look at the publications by Baroda BNP Paribas Mutual Fund.
Daily Market Newsletter gives updates of market developments of the previous day including data on market levels across asset classes as well as a summary of news and happenings of the previous day. Weekly Wrap gives an update of movements in International and Indian equity markets, other asset classes like bonds, gold, currency, etc. Chart of the Week highlighting a key data point in charts.
SDL Times gives updates on the weekly SDL auction that takes place every Tuesday. This provides information on the prevailing rates in SDLs and a sense of their demand among investors as well. Debt Market Monitor provides an update of interest rate movements across tenors and ratings. The movements are also compared with the previous day, month, and year. Macro Economic Dashboard is a colour coded monthly movement of key economic variables. It includes economic, markets as well as industry related data points and serves as a useful ready reckoner for both data as well as direction of movement over the last 12 months.
Monthly Outlook is a review of the monthly market and economic variables as well as the fund’s sector holdings in equity funds. Macroeconomic Insight is a compendium of macro-economic data, analysis and views and opinions. Flash Note on Inflation is the fun’s monthly update on the CPI data that gets published in the middle of the month. It offers an analysis of the published numbers as well as the fund’s and the market’s outlook of the near term trend.
Commentary on the RBI Monetary Policy is a bi-monthly update that coincides with the RBI MPC meetings. It has a review of the RBI’s policy actions emanating from the meeting as well as our take on those actions and expectations for the future. Flash note on GDP is a quarterly publication analyzing the GDP numbers and its components while also opining on the trend and trajectory of the GDP going forward.
Any Significant Market Developments shares notes for clients, distributors and advisors on any significant market developments like the US Fed actions, the Union Budget, RBI’s inter-policy meeting actions on liquidity, regulations, etc.
PLANS FOR 2025
All three companies have diversification plans for newsletters for 2025.
Neo Asset Management is planning new newsletters and reports tailored for HNIs, UHNIs, and multi-family offices. These will focus on emerging investment opportunities, evolving market trends, and portfolio strategies in private credit and real assets. The key areas under development include:
Sector-Specific Insights – Covering niche investment opportunities in infrastructure, private credit, and alternative assets.
Thematic Investment Reports – Providing in-depth analysis of macroeconomic shifts and their impact on asset allocation.
Investor Thought Leadership Series – Featuring expert perspectives on risk management, regulatory changes, and global investment trends.
Additionally, enhancements to its Fund Update Videos will offer more dynamic, data-driven insights in a concise, accessible format.
MOFSL too is aiming at exciting enhancements in its internal communication strategy for 2025. It actively working on innovative formats to complement its existing channels. Prospective initiatives include launching digital magazines and interactive dashboards that provide real-time insights and a more engaging content experience. Additionally, it plans to leverage its existing HR chatbot to deliver key communications via WhatsApp, ensuring that messages reach employees on a personal and accessible level. These future endeavours will build on the strong ‘MO’ brand legacy, reinforcing the commitment to excellence and ensuring that the communication remains as dynamic as the organization itself.
BBPMF will continue to publish existing set of newsletters and reports. It will review the content and make additions / modifications / deletions to them based on feedback from the recipients as well as the topicality of the content. BBPMF hope to introduce a couple of new reports for investors and distributors giving them insights into different aspects of funds, investments management, the economy, markets – equity, fixed income and commodities.
CONCLUSION
Customers save and invest in a variety of ways, ranging from passive, such as property, gold, FDs, to active, such as shares, mutual funds, AIFs, etc. The more active the investment, the more the investors seek news, updates and guidance from reliable sources. Mutual funds is one area where investors seek reliable and reader friendly information. As seen from the variety of newsletters produced by each, asset management companies are working actively to fulfil the needs of their customers to maintain their relationship.
Markets are growing and more variety of customers are investing in a variety of funds. Accordingly, AMCs are expanding the variety of newsletters to cater to their needs.