Products
Filter By
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.
Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem
Depending on your business you may have multiple products that you are selling directly and through different channels and platforms. Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCIT, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs (Separately Managed Accounts) as an example, illustrate where the problems arise, and share an approach for how to solve them.
SalesPage Enterprise Winter 2020: Your data, better
You rely on external, third-party client and sales data to build and supplement your in-house data. Our just-out SalesPage Enterprise Winter 2020 release includes several enhancements to help you import, connect, transform, review, and share that data.
22c-2 now offered by SalesPage: Welcome Clarity Compliance!
I am excited to officially announce the acquisition of Clarity Compliance from Envision Financial Systems and Celera Systems. While SalesPage systems have typically been a primary source of record for our clients' 22c-2 compliance, we now offer a turnkey solution bundled into our SalesPage Enterprise and SalesStation platforms. We can also provide a stand-alone service to any firm that is responsible for 22c-2 compliance.
Summer 2020: Get your red-hot SalesPage Enterprise release
Summer 2020 is finally here—and so is the SalesPage Enterprise Summer 2020 release, bringing you lots of virtual sunshine and better data management.