Our relationships with 80% of the top 25 US-based consulting firms via our Portfolio Analytics and Reporting (PARis) platform, deliver unique insights to help Institutional Sales, Marketing, Relationship Management and Product Development professionals make informed investment decisions.
Now with Prism Analytics, Asset Manager Institutional groups can easily:
- Identify Buyer Segments: Understand who is currently buying your investment types.
- Track Winning Managers: Determine which managers are securing mandates.
- Analyze Fee Structures: Examine fees by asset class, client type, plan type, and investment vehicle.
- Monitor Asset Flows: Track asset flows by channel.
- Assess Market Share: Measure market share by manager and mandates won and lost.
- Identify Market Leaders: Discover top market share holders.
The premiere solution to help you stay ahead in the world of Institutional Asset Management with data-driven intelligence that empowers your business growth.