At the 2025 MMI Annual Conference, one theme stood out across distribution-focused sessions: the challenge of benchmarking performance in a fragmented market. With fund flows shifting rapidly and adviser preferences evolving, product teams need sharper tools to understand how their offerings stack up.
ISS MI’s MarketPulse, powered by Simfund, provides real-time fund flow analytics and competitive intelligence, helping firms benchmark their products against peers and identify emerging trends. This is especially important in a landscape where traditional metrics no longer tell the full story.
Attendees at MMI discussed the limitations of relying solely on historical performance or AUM growth. Instead, there’s a growing emphasis on understanding the context—who is buying, why they’re buying, and how those decisions are changing over time.
MarketPulse addresses these needs by offering granular insights into distribution channels, product categories, and competitor movements. Product managers can use this data to refine positioning, support sales teams, and inform strategic decisions.
Your Customizable ETF Data Engine
Integration of 13F ownership data and firm CRDs into the ETF data engine was another big topic of discussion at MMI. It serves as the perfect way to enhance actionable product and distribution intelligence.
Why MarketPulse for ETF Intelligence?
| Market Mapping Multi-dimensional classification system – identify market gaps and product development opportunities. | Complete Coverage ETF universe enriched with competitors’ characteristics, returns & fees – nothing left uncovered in your market analysis. |
| Fund Filing With MarketPulse’s Fund Filing, monitor ETF registrations, launches, and liquidations. | Flow Tracker See who owns what, how much, and when they bought – understand trends and predict behavior. |
| Lead Seeker Align sales efforts with allocation trends and replacement opportunities. | Competitive Edge Firm CRDs allow MarketPro users to connect to decisionmaker contact data. |
Meeting the Need for Agility & Competitive Intelligence with No Blind Spots
Another key insight and topic of conversation at the conference was around the need for agility in the rapidly evolving industry. Firms today must be able to pivot their strategies based on real-time data. MarketPulse’s customizable dashboards and alerts make it easy to stay ahead of the curve.
The importance of competitive intelligence was also emphasized at the conference. Understanding how your products compare to others in the market is crucial for identifying strengths, weaknesses, and opportunities. MarketPulse enables firms to track competitor fund flows, monitor market share changes, and analyze distribution trends across regions and channels.
In addition to benchmarking, MarketPulse supports strategic planning. Product teams can use its insights to identify gaps in coverage, evaluate new product opportunities, and align distribution efforts with market demand. This level of intelligence is essential for navigating a fragmented market where success depends on precision and adaptability.
The conference also highlighted the role of collaboration between product and distribution teams. MarketPulse facilitates this by providing a shared view of market dynamics, enabling cross-functional teams to align strategy and execution.
The Future of Asset Management
Looking forward, the firms that thrive will be those that continue to embrace data as a strategic asset. MarketPulse equips product managers with the tools to make informed decisions, respond to market shifts, and drive growth in a competitive environment.
In conclusion, MMI 2025 reinforced the need for smarter benchmarking and deeper market intelligence. MarketPulse, powered by Simfund, delivers on both fronts, helping asset managers navigate complexity, understand their position, and plan for the future with confidence.
Book a discovery call to explore how MarketPulse powered by Simfund can help you leverage advisor-led intelligence to achieve your strategic goals.
