Product Management & Marketing
Guide positioning, communications, and distribution strategy.
Understand market dynamics and competitive landscape.
Expand and reach your target audiences
Precise Audience Segmentation
- Target advisors by type, affiliations, business profile, and investment strategy.
- Classify retirement and institutional investors by plan type and allocations.
- Align outreach with investment needs and product gaps.
Content and Campaign Creation
- Leverage competitor analysis and trends data for targeted thought leadership development.
- Personalize sales ideas based on advisor allocations.
- Optimize targeting and messaging strategies based on distribution channel and buyer profiles.
- Measure campaign effectiveness via product adoption and flows.
Competitive Intelligence
- Equip sales teams with plan- and platform-level competitor insights.
- Define competitive advantages and positioning through detailed product comparisons.
- Analyze competitor performance, flows, and manager changes for replacement opportunities.
Research and Insights
Why RIAs Are a Driving Force in the ETF Boom
February 9, 2026
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
November 14, 2025
MarketPulse delivers unmatched integrated product intelligence, including both retail and institutional products; covering over $141 trillion dollars in AUM across
FT Adviser Names Top 100 Financial Advisers and Top 50 Boutique Firms in the U.K.
September 26, 2025
FT Adviser’s Top 100 Financial Advisers and FT Adviser’s Top 50 Boutique Firms lists, compiled in partnership with ISS Market
Global Data Coverage
AUM Globally
$
0
T
Share Classes
0
K+
Markets
0
+
as of 12/2024
Solutions
