ISS MI

Asset Managers Use Case

Asset Managers

Strengthen your product lineup and distribution strategies

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Comprehensive analytics and research enable asset managers to evaluate their market position, uncover growth opportunities, sharpen sales & marketing efforts, and optimize product management/design functions.

Who We Support
Our solutions are ideal for:

  • Product Management / Strategy
  • Distribution & Sales Leadership
  • Marketing & Demand Generation
  • Corporate / Business Strategy

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Market Intelligence Gathering

Size the addressable market and track allocation trends, flows, advisor sentiment, and vehicle launches / closures to inform product decisions.
Competitive Product Assessment

Reveal competitive strengths and refine positioning by benchmarking product fees, top holdings, characteristics, and risk/return.
Strategic Target Identification

Pinpoint high-growth prospects by geography and channel. Then analyze their 13F and asset allocations to align your product as a portfolio enhancement.
Distribution Strategy Development

Use enriched allocator contact data, profiles and firmographics to prioritize outreach, tailor messaging, and engage the right prospects.

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Our Solutions

Our platforms are built to help your products succeed in a competitive landscape:

Global distribution and recruiting intelligence connecting you to the intermediaries that will drive growth.
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Benchmarking, market sizing, and trend analysis powered by extensive institutional and retail datasets across the asset management and annuity product landscape.
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Research-driven insights, thought leadership, and strategic intelligence to support decision-making.
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Frequently Asked Questions

ISS MI provides dynamic market research, advisor sentiment, and data-driven global product intelligence to help you:

  • Define the addressable market
  • Identify product gaps and whitespace
  • Benchmark competitors across performance, fees, flows, and distribution
  • Guide new product development and pricing
  • Optimize existing product positioning

ISS MI supports product and distribution management for asset management, wealth management, retirement, and insurance/annuity providers across global regions. Our datasets and local experts help teams:

  • Expand distribution across territories within regions globally
  • Understand cross‑border product trends
  • Assess competitive dynamics in new markets

ISS MI platforms deliver intelligence on asset flows, product trends, and market dynamics, enabling teams to:

  • Size markets and analyze growth trends
  • Benchmark competitors and assess share shifts
  • Evaluate whitespace opportunities
  • Shape product and pricing strategy
  • Build targeted or enterprise‑level strategic plans
  • Understand advisor/intermediary sentiment

ISS MI provides tools and expertise to help you:

  • Understand distribution trends across channels
  • Segment intermediaries on multiple dimensions
  • Identify key decision-makers
  • Develop targeted go‑to‑market plans
  • Evaluate sales force structure and effectiveness
  • Execute tailored marketing and outreach programs. Our MarketReach team collaborates with you, executing targeted outreach through call center programs and email campaigns tailored to your objectives.

Yes, our solutions scale to meet the needs of firms of all sizes, from boutique RIAs to private markets/alternatives investment firms to global asset managers. 

Ready to Elevate Your Product Strategy?

Let’s build smarter, data-driven products together.