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June 6, 2024 in Blog

Regulatory Tailwinds and the Growth of ETFs

E xchange-Traded Fund (ETF) assets have grown dramatically in recent years. From $112 billion in…
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May 21, 2024 in Blog

Mutual Fund Marketing: Sales Reporting and Email Strategy

H istorical sales reporting can significantly enhance email marketing campaigns for mutual funds targeting new…
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May 15, 2024 in Blog

Mutual Fund Marketing: Sales Reporting for Digital Strategy

Sales reporting serves as a fundamental tool for marketers looking to maximize the impact of…
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May 7, 2024 in Blog

Mutual Fund Marketing: Distributors and Data Analytics

F or the sales and marketing teams of US mutual funds, leveraging third-party distributors helps…
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April 30, 2024 in Blog

Omnibus Trade Reporting: A Challenge to Compensation Strategy

I n the current landscape of mutual funds, intermediaries are increasingly opting for omnibus trade…
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April 23, 2024 in Blog

The Service that Backs the Systems in Successful Sales Reporting

Constructive Engagement I n the competitive arena of mutual fund management, insightful sales reporting is…
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April 9, 2024 in Blog

The Sales Reporting Process – Part 4: Sales Performance Insight Where You Need It

I n the competitive landscape of investment fund sales and marketing, insights from robust sales…
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April 5, 2024 in Blog

The Sales Reporting Process, Part 3: The Sales Performance Dashboard

T he benefits of sales reporting depend entirely on complete and clean sales data. The…
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March 21, 2024 in Blog

The Sales Reporting Process – Part 2: Why Data Cleaning?

The process of collecting and interpreting raw sales data from the intermediary is only the…
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March 11, 2024 in Blog

The Sales Reporting Process – Part 1: Where Does the Data Come From?

The process of acquiring and preparing sales data from intermediaries for data cleaning and sales…
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February 27, 2024 in Blog

Your Unique Value Proposition

The Unique Value Proposition (UVP) of your mutual fund offering serves as the cornerstone of…
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February 20, 2024 in Blog

Analyzing the Competitive Landscape

In marketing of mutual fund investment products, understanding the competitive landscape is essential for developing…
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February 13, 2024 in Blog

Direct-to-Investor Mutual Fund Marketing

In the digital age, mutual fund companies are increasingly adopting a direct-to-investor marketing strategy to…
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February 6, 2024 in Blog

Making the Most of Selling Agreements

For mutual fund companies, establishing a selling agreement with a financial advisor firm is a…
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January 30, 2024 in Blog

Profiling Potential Investors

Understanding the profile and preferences of potential investors is vital for a mutual fund company's…
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January 24, 2024 in Blog

Sales Sync: Aligning CRM with Market Dynamics for Superior Sales Growth

The structure and functionality of a customer relationship management (CRM) system is critical to the…
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January 17, 2024 in Blog

Understanding Advisor Teams

Mutual funds and ETFs market their products to financial advisors by a number of means:…
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January 9, 2024 in Blog

The Partnership Approach to 22c-2 Compliance

Incorporating personal customer service into 22c-2 compliance reporting and the identification of money laundering offers…
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January 4, 2024 in Blog

The Partnership Approach to Sales Reporting

Sales Reporting Success The relationship of a sales reporting technology provider with clients should be…
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December 26, 2023 in Blog

Universal Data Analytics: No More Silos

Opportunity Abounds Effective asset managers have learned that where data is plentiful opportunity abounds. The…
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December 19, 2023 in Blog

Agile Data Analytics for the Chief Technology Officer

Reporting for Multiple Parties In many organizations, the IT department is tasked with generating data…
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December 12, 2023 in Blog

Sales Reporting Support for the CIO

The role of a Chief Investment Officer (CIO) is multifaceted and critical to a fund's…
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December 5, 2023 in Blog

Recognizing Risk Through Data Analytics

Chief Risk Officers (CROs) for investment funds have a range of concerns in effectively managing…
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November 28, 2023 in Blog

Sales Reporting for Targeted Marketing

The Trouble with Broad Marketing In the modern marketing landscape, potential customers are bombarded with…
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