SOLUTION SUITE
MarketPulse
Industry-leading benchmarking, market sizing, and competitive analysis powered by extensive datasets that span products, customer types, and geographies to identify opportunities and drive growth.
Unrivaled Global Data Coverage
Experienced Team Committed to Quality
Identify Market Opportunities that Drive Growth
More Data in One Place Than Anywhere Else
MarketPulse lets you analyze worldwide asset flows and trends across managers, vehicles, and regions to drive growth.
Benchmarking and Competitive Intelligence
Benchmark your funds against the market and peer groups. Know exactly which competitors are gaining or losing flows and how it may potentially impact your funds. Dig deeper to understand competitor profiles and factors driving changes in relative asset and product flows.
Market Sizing and Trend Analysis
Size the market by various asset classes or vehicle types. Identify your market share and that of your competitors. Identify and forecast growth opportunities to gain market share with datasets that help you.
Product Strategy and Development
See how money is flowing so you can identify new opportunities and optimize your product offering to capture market share.
Identify New Product and Market Opportunities
Visualize distribution trends, analyze new market entries, identify organic growth, and review M&A opportunities. Drive growth and gain a competitive advantage through product consolidation.
Pricing Strategy
Benchmark fees and performance, identify mispriced share classes, then quantify how to optimize pricing strategies for future growth.
Fulfill Regulatory Requirements
Access data crucial to monitoring the investment products that you create. Generate reports and publications needed as evidence for compliance and regulatory requirements.
MarketPulse Suite
Business intelligence suite of products to conduct benchmarking and understand asset flows and product trends.
Business Intelligence for Asset Managers
United States, United Kingdom, Canada, EMEA, APAC, Australia
The premier business intelligence platform for the asset management industry, with comprehensive coverage more than 140,000 funds, ETFs, and financial products representing more than $127T USD in assets under management across 40 markets. The highly configurable platform provides best-in-class asset management datasets within a flexible analytical tool, enabling benchmarking, asset flow, and trend analysis across a comprehensive set of managers, asset classes, retail/institutional vehicles, and regions.
Simfund offers a range of modular solutions and specialized datasets to supplement the core platform data and functionality, including:
- Subadvisory
- FundFiling (registrations, conversions, 50+ fund/ETF changes)
- Funds and financial products
- Total market (institutional vehicles)
- Variable annuities
- Distribution
- Global fund of funds
- UK fees and expenses
- Responsible investing (includes ISS ESG ratings and SFDR classifications)
- Global consortium
- Canada
- Australia
Competitive Intelligence and Predictive Analytics
Flowspring provides competitive intelligence and predictive analytics for asset manager to understand their competition and trends in investor preferences. Flowspring leverages machine-learning-driven insights to provide predictive analytics on competitive asset flows, investor preferences, and more.
Retirement Plan Intelligence
United States
The leading provider of retirement plan data and intelligence. Through its innovative platform, firms can access up-to-date information on retirement plans, providers, advisors, fund or asset managers, and get detailed profiles of retirement plan assets. Retirement Plan Intelligence includes access to trended plan-level investment and service provider data across over 790,000 retirement plans. Institutional Intelligence provides access to key features and details for all registered defined benefit plans, foundations, and endowments (for over 1.5M plans).
Leading Strategic Insights For Wealth Managers
Australia
Market-leading data, analytics and benchmarking that guides strategic decision making for all market participants in Australian financial services, including wealth managers and superannuation funds
Market participants can assess market share, track shifts in funds under management, analyse investment product performance, and identify trends across asset classes and time periods. RainmakerLive also empowers Superannuation funds with a full suite of tools to compare investments, products, fees, performance, insurance and more, with support for Prudential Standard SPS 515 compliance initiatives.
Business Intelligence for the UK Asset Management Market
United Kingdom
Uncover the full UK product and distribution landscape, with the UK’s most comprehensive market intelligence with product, distribution, and financial intermediary coverage in one combined offering. Monitor market trends, understand where asset flows are coming from, and where opportunity exists.
Business Intelligence for the UK Lending Market
United Kingdom
Assess lending performance, track the fastest brokers, and analyze credit and risk data with the UK’s most comprehensive mortgage intelligence tool.
Due Diligence, Benchmarking and Board Reporting
United States
Range of services to support due diligence efforts, including comparative fee and expenses benchmarking, board reporting and executive dashboards, consulting and advisory services, data and integrity analysis, and more.
Mutual Fund Data and Distribution Services
EMEA/Germany
Fund services that help investment fund advisors and investors make informed decisions with the most comprehensive, transparent, up-to-date, and correct fund information.
Global Data Coverage
as of 6/30/23