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
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
