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Case study: Donoghue Forlines gets smarter BI with SalesPage + Envestnet
Business intelligence (BI) professionals got together earlier this year, at a SalesPage client roundtable, to share and learn about data sources, processes, and tools that they and their asset manager counterparts were using to generate insights and make them actionable. As a continuation of that conversation, we’re sharing a case study on how one client, Donoghue Forlines LLC, gained smarter and more timely BI by leveraging the integration of Envestnet Analytics with SalesPage’s distribution data platform, resolution services, and BI solution.SalesPage Enterprise 2021.1: Get your data, fast and right
SalesPage Enterprise 2021.1 has just been released! This new release includes new and improved tools to make managing your data easier and faster. We use SalesPage Enterprise to support our LumaSuite managed data services, so we’re learning first-hand what tools can be made better and which new tools would be useful. We also learn by listening to you, our clients, so that we can understand more fully the challenges that you face and provide tools and services to help you meet them. Here's a bit of what's new in the 2021.1 release.Risk factors with 22c-2 compliance
Your SEC Rule 22c-2 compliance and risk responsibility, whether it’s a function of an individual or a dedicated team, is to maintain a program that ensures you stay compliant and avoid penalties without putting a strain on your internal resources. This article shares three risk factors asset managers should consider when evaluating your 22c-2 compliance program.
Making the most of your post-COVID business travel
Michigan is starting to reopen, and workplaces are beginning to transition back to some version of “normal” business. For many distribution professionals in asset management, this means getting back on the road for the first time in over a year. We took a deep dive to examine the impacts of COVID-19 on business travel and explore how distribution organizations are using advisor team data to maximize the ROI of business trips.
Data considerations ensure a smoother transition with your next merger & acquisition
You wake up in the morning, scroll through the list of emails that filled your inbox, and scan the headlines. Another announcement of a merger & acquisition that’s being explored or executed. This doesn’t come as a surprise. PwC’s Mutual Fund Outlook notes an expectation that up to 20% of today’s mutual fund firms will be bought or eliminated by 2025. Financial Times article, M&A in 2021: asset management primed for consolidation, explains how we’ll see more of these in 2021 alone. As fewer players get bigger, so does their data and the colossal task of bringing it together to activate it for distribution. In this article, we share data considerations that will help you (as the acquirer) have a smoother transition with your next merger & acquisition.
ETF data – Right-sizing a strategy for gaining intelligence
Exchange Traded Funds (ETFs) are gaining popularity as passive, low-cost, high-performance investment vehicles. While being traded on the secondary market delivers accessibility to investors, you lose transparency on who owns your products. Data providers supply some clues, but challenges arise when you combine multiple sources to gain visibility. In this article, we unpack ETF data—highlighting the benefits and complexities of each source—and recommend three strategies based on where you are in the ETF market. The most effective strategy will right-size the number of sources balanced against the cost of combining them.Asset Manager Marketing: Pandemic lessons inform future strategies
Think about where we were in March of 2020. At that time, there was a lot of uncertainty about what the next nine months would look like. Many questions and many changes were to come. Based on a recent survey of and Roundtable with our asset manager clients, we may be looking at another 9-12 months where we face similar marketing conditions. What learned lessons can we apply to make the next twelve months more valuable than the last?
Quality, quantity, and utility—Advisor Atlas teams data positions asset managers to grow in 2021
2020 was a year unlike any other and while obstacles sprung up across the world around every corner, Advisor Atlas aimed to continue to improve the quality, quantity, and utility of our teams data.