Sales & Distribution
Identify, qualify, and validate prospects.
Research allocators based on strategy fit and needs.
Track and evaluate the competitor landscape.
Strengthen your end-to-end distribution system.
Financial Intermediary Intelligence
Financial advisors and wealth management.
- Identify and target the right advisors using comprehensive contact, profile, registration, and affiliation data.
- Build geotargeted sales maps for strategic outreach.
- Analyze client base, AUM, and flows.
- Assess investment approach, asset allocation, and product usage.
Advisor Sentiment & Behavior Research
- Understand practice management trends.
- Identify key drivers influencing advisor decisions.
- Uncover advisor perspectives on the asset management industry.
Retirement Plan Opportunities
Defined contribution plans
- Identify decision-makers, entry-points, and advisor-to-plan relationships.
- Track plan changes, advisor activities, AUM and flows.
- Analyze plan features, holdings, and underlying performance.
- Position products as outcome enhancements.
Institutional Landscape
Pension plans, endowments and foundations, insurance, sovereign wealth funds, sub-advisory.
- Identify prospects by plan size, investment criteria, and risk tolerance.
- Pinpoint key decision-makers.
- Analyze underlying holdings, characteristics, and performance.
- Position products strategically as replacements or complements.
- Uncover opportunities across growing platforms, models, and fund of funds
Research and Insights
Three Critical Transitions Reshaping Asset Management in 2026
There is substantial opportunity for asset managers in today’s ultra-competitive environment, but unlocking it requires a precise understanding of fund
Why RIAs Are a Driving Force in the ETF Boom
RIAs account for 63% of active ETF ownership within advised channels and nearly half of index ETF ownership, far surpassing
ISS MI’s MarketPulse Delivers the Intelligence Asset Managers Need to Stay Ahead
MarketPulse delivers unmatched integrated product intelligence, including both retail and institutional products; covering over $141 trillion dollars in AUM across
Global Data Coverage
as of 12/2024
Solutions
