Product Development & Competitive Assessment
Inform new product creation and design.
Track vehicle adoption.
Understand market demand, needs, and satisfaction.
Launch world-class products, increase market share and grow revenue
Product Strategy and Competitive Analysis
- Optimize product line-up with data-driven decisions.
- Analyze competitors using historical characteristics, factor exposures, and risk-return profile.
- Evaluate new product and vehicle launches for portfolio construction, positioning, and initial success.
Industry Evaluation
- Estimate the addressable market and measure AUM and flows.
- Conduct fee and cost structure analysis.
- Track strategy adoption and vehicle usage by distribution channel and region.
- Monitor advisor consolidation and its implications for distribution.
Research and Insights
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
Track the Trends Shaping Portfolios and Economies: Introducing Thematic Tagging in MarketPulse
August 5, 2025
Thematic funds aim to capture long-term structural changes. As of June 2025, U.S.-listed thematic fund assets have grown from $72B
The Active ETF Advantage: Unlocking Growth in a Shifting Investment Landscape
July 30, 2025
Active ETF assets under management have grown tenfold since 2019, reaching over $1 trillion by May 2025. This surge is
Global Data Coverage
AUM Globally
$
0
T
Share Classes
0
K+
Markets
0
+
as of 12/2024
Solutions
