By definition, every manager on a shortlist will have similar performance results. Knowing how you rank against peers on multiple dimensions is the beginning of differentiating your strategy.
How to rank yourself:
Go beyond performance — because investors and consultants do
Compare yourself on multiple dimensions, from characteristics to fees to holdings.
Know who your peers actually are
You can know who investors and consultants are comparing you against when they build reports and analyses. Who you’re competing against might surprise you.
Understand what consultants are saying about you and your peers
Investors rely on the thought leadership of their consultants. Get access to their recommendations and ratings.
Analyze your market share and flow capture rate
Rank the effectiveness of your distribution efforts against that of your peers by tracking market share growth and your ability to capture new assets.