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
Launches and Liquidations Q1 2025: Mutual Funds vs. ETFs
May 8, 2025
In this dynamic landscape, an impressive total of 195 new funds were introduced in just the first three months—a figure
CIT Assets Reach New Heights: Exploring the US $6tn Opportunity
February 21, 2025
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for,
Private Credit Leads Advisor Alternative Investments
February 5, 2025
Advisors’ interest in alternatives has been strongest within private credit. The complexity of alternatives raises the importance of financial advisors
Global Data Coverage
AUM Globally
$
0
T
Share Classes
0
K+
Markets
0
+
as of 6/30/23
Solutions
