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Fund of Funds

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Fund of Funds

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Identify and Target
Fund of Fund Opportunities

MarketPulse Fund of Funds datasets and analytics enable you to identify fund of fund opportunities and new mandates, target distribution efforts and optimize your sales proposals relative to competitors. Customizable dashboards provide detailed analyses of fund of fund allocations and comparative pricing strategies.

Target New Opportunities

  • Identify and target fund of funds for replacement of existing underlying funds held.
  • Locate specific competitor funds with headline risk factors or regulatory, merger, or portfolio manager changes.
  • Use detailed fund characteristics to identify your fund's relative advantage for target mandates.

Size The Market

  • Accurately size addressable unaffiliated fund of fund mandates; see which sectors are in demand across regions.
  • Determine size and market share of underlying funds by category and domicile.
  • Understand relationship between fund of fund manager and funds being held.

Analyse Competitor Offers

  • Understand use of active/passive investment approaches, alternatives, or regional focus in portfolio construction.
  • Evaluate your fund versus competitors in specific domiciles or categories to identify competitive advantages.
  • Examine fund‑of‑fund characteristics, including underlying manager relationships.

Key Benefits of Fund of Funds

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Examine relationships between fund of funds and the respective fund holdings across key domiciles globally.

Size the Fund of Funds Segment

Identify Fund Replacement Opportunities

Evaluate Competitor Fees and Optimize Pricing

Expand Global Footprint

Analyse Fund Positions

Utilise Actionable Competitive Analysis

Identify Opportunities At A Glance

Our Fund of Funds database creates greater transparency for funds held by fund of funds in the $3 trillion mandate space. View fund of fund assets, returns, fees, ratings, categories, mandate affiliation type, and specialty flags for active/passive and ETFs, among others, for greater understanding of the overall competitive landscape.

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Enter New Markets

  • Focus on the addressable European, Crossborder, Latin America, North America and Asia fund of fund mandate space.
  • Understand which categories, managers, mutual funds or ETFs are in demand.
  • Identify asset managers that own mutual funds or ETFs and the exact ownership for each of their products.

Opportunity Targeting

  • Identify top managers to target.
  • See the most popular underlying funds and managers.
  • Assess competitors by market sector.

Holdings Overview

  • Drill into fund of fund holdings.
  • Get detailed insights on underlying funds.
  • Use filters and flags for deeper analysis including performance and risk statistics.

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