Comprehensive product and market intelligence for asset management analysis and strategy.
13F Revenue Opportunities Dashboard
Integration of 13F ownership data and Firm CRDs into the ETF data engine, enhancing actionable product and distribution intelligence.
Asset management product and market intelligence with integrated retail and institutional datasets gives asset managers, asset owners, and consultants a complete view of the global asset management landscape. As a result, firms can conduct manager due diligence, size addressable markets, benchmark products across myriad data points, and identify growth opportunities.
A single, unified, and, analysis-ready view of the global asset management landscape.
*Reflects products by vehicle including open- and closed end funds, ETFs, private funds, CITs, retail SMAs, and institutional separate accounts across 15K+ managers.
Through powerful analytics and workflow tools, MarketPulse transforms complex, fragmented data into actionable intelligence. Consequently, firms can understand where activity is occurring, uncover new opportunities, and compete more effectively.
MarketPulse delivers the intelligence that helps firms answer:
- Where and how to compete?
- What products are launching?
- Who is winning or losing mandates, and why?
- Where flows are going?
- Which opportunities are worth pursuing?
Actionable Insights for Key Use Cases.
Make Better Product Decisions
Bring the right products to market
- Size addressable markets across geographies, asset classes, and vehicles
- Identify high-growth segments and underserved categories
- Monitor top-performers, fund & annuity filings, and new product launches
- Evaluate product acquisition and consolidation opportunities
Strengthen Competitive Positioning
Know where you stand and how to win
- Benchmark risk/return, rankings, and product characteristics within category or against custom cohorts
- Analyze pricing across vehicles, share classes, and jurisdictions using historical fee and expense data
- Track AUM and flows to spot the managers gaining or losing momentum, and evaluate the drivers
- Detect emerging competitors and new entrants before they take share
Stay Ahead of Market Trends
Plan with clarity. Execute with conviction
- Align Product and Distribution on growth strategies with advanced data and visualizations
- Support forecasting, strategic planning, and competitive & compliance reporting
- Analyze asset flows, category trends, and shifts in allocations; measure market share
- Monitor thematic investing with purpose-built data and classifications
Capture New Revenue Opportunities
Transform data into an actionable pipeline
- Target sub-advisory and fund-of-funds opportunities with mandate-level look-throughs
- Arm Sales with competitor vulnerabilities to refine distribution strategies
- Target allocators with product gaps or underperforming holdings using 13F ownership and flows attached to each ETF
MarketPulse
One Solution Suite. Complete Market Visibility.
MarketPulse integrates proprietary and third-party data across global retail and institutional products and vehicles, combining 15+ sources into one platform.
Rigorous data validation and standardization processes eliminate double counting across markets, vehicles, and product categories, so your teams spend less time reconciling data and more time acting on it.
The platform’s flexible architecture supports highly customized analysis, shareable workbooks, and dynamic dashboards. As a result, users can access insights in the format that works best for their firm.
Comprehensive coverage of U.S. 40-Act funds. Thousands of data points across multiple data sources. Empowers users to quickly construct fund industry analyses.
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View the total market with consolidated retail and institutional data across open- and closed-end funds, ETFs, CITs, private funds, and separate accounts. A powerful tool for sizing global opportunities.
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Global Consortium members can size markets, identify local and cross-border opportunities, and evaluate flows, market share, and rankings by country.
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With U.S. Fund Filing reports, monitor registrations, fund-to-ETF conversions, and 50+ other filing activities. Updated daily and delivered via email and a searchable historical platform.
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Track subadvisory mandates across U.S. open-end, closed-end, and variable funds with detailed performance and fee analytics.
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Identify global fund of funds opportunities and examine relationships between funds and their underlying holdings.
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Comprehensive fees and expenses coverage for UK-, Ireland-, and Luxembourg-domiciled funds, captured at the share-class level and updated monthly. Supports peer benchmarking, analysis, and AOV reporting.
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Analyze expanded ESG datasets, including SFDR classifications (Articles 6, 8, and 9), historical data, ESG attributes, and ISS ESG fund ratings.
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Vehicle Coverage
Data Categories
✔ Open-End Fund (mutual fund and equivalent)
✔ Exchange Traded Fund (ETF)
✔ Closed-End Fund
✔ Money Market Fund
✔ Collective Investment Trust (CIT)
✔ Private / Alternative Fund
✔ Variable Annuity
✔ Subadvisory & Fund of Funds
✔ Separate Account
✔ Performance & Risk
✔ Country & Sector Allocations
✔ Valuation/Quality/Growth Characteristics
✔ Yield/Credit/Duration Characteristics
✔ Style, Theme
✔ Top 10 Holdings
✔ AUM & Flows (including cross-border)
✔ Fees & Expenses
✔ Socially Responsible Investing
✔ And many more
Data covers strategies across vehicle type, regulatory regime, legal structure, and domicile.
Drive Growth with Confidence
From product strategy and competitive positioning to distribution strategy, MarketPulse’s asset management product and market intelligence equips your team with actionable datasets. Consequently, teams can move faster, act decisively, and grow in an increasingly competitive global asset management market.