Sales & Distribution
Identify, qualify, and validate prospects.
Research allocators based on strategy fit and needs.
Track and evaluate the competitor landscape.
Strengthen your end-to-end distribution system.
Financial Intermediary Intelligence
Financial advisors and wealth management.
- Identify and target the right advisors using comprehensive contact, profile, registration, and affiliation data.
- Build geotargeted sales maps for strategic outreach.
- Analyze client base, AUM, and flows.
- Assess investment approach, asset allocation, and product usage.
Advisor Sentiment & Behavior Research
- Understand practice management trends.
- Identify key drivers influencing advisor decisions.
- Uncover advisor perspectives on the asset management industry.
Retirement Plan Opportunities
Defined contribution plans
- Identify decision-makers, entry-points, and advisor-to-plan relationships.
- Track plan changes, advisor activities, AUM and flows.
- Analyze plan features, holdings, and underlying performance.
- Position products as outcome enhancements.
Institutional Landscape
Pension plans, endowments and foundations, insurance, sovereign wealth funds, sub-advisory.
- Identify prospects by plan size, investment criteria, and risk tolerance.
- Pinpoint key decision-makers.
- Analyze underlying holdings, characteristics, and performance.
- Position products strategically as replacements or complements.
- Uncover opportunities across growing platforms, models, and fund of funds
Research and Insights
Launches and Liquidations Q1 2025: Mutual Funds vs. ETFs
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
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
Advisors’ interest in alternatives has been strongest within private credit. The complexity of alternatives raises the importance of financial advisors
Global Data Coverage
as of 6/30/23
Solutions
