Instant Insights

Intelligence on your products and the universes where you compete, instantly.

Instant Insights is a dashboard view of your product line-up, with immediate line of sight into how your strategies rank, the dynamics of the universes in which you compete, allocator interest in your products and opportunities in each universe.

Instant visibility into:

  • Performance relative to peers
  • Universe momentum, with percentage of managers beating the benchmark, percentage capturing new assets and overall net flows into the universe
  • The competitiveness of your fees
  • Consultant and investor interest in your strategies
  • The quantity of potential opportunities in each universe
Analyze Your Track Record vs. Peers
Active vs. Passive Pressures
Consultant & Investor Interest
Consultant Recs & Ratings
Fee Pressure
Who's Winning/Losing Assets?

For next-level insights, request a tour.

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