Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. Our research indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution.

Our research confirms trust as the single most important factor driving the decision to fire an asset managers and highlights concrete steps managers can take to actively cultivate trust with investors to build their business.

Asset managers spend enormous resources regularly populating over 40 manager databases in hopes of screening well and gaining more AUM. Our research reveals how managers can improve their database efforts, better positioning them to win new business.

After spending enormous resources crafting a message designed to resonate with investors, managers face a second hurdle: getting their message heard. Although investors tell us they feel overwhelmed with information, our research shows that few manager messages reach their targets as intended. We’ve identified the best approach to ensure investors actually hear what you have to say.

After spending enormous resources crafting a message designed to resonate with investors, managers face a second hurdle: getting their message heard. Although investors tell us they feel overwhelmed with information, our research shows that few manager messages reach their targets as intended. We’ve identified the best approach to ensure investors actually hear what you have to say.

Performance reviews are among the most important conversations an asset manager has with their investors. Based on our extensive research, we’ve outlined the hallmarks of a superb performance review that you can use every quarter from now on, whether you’ve outperformed or not.

Our latest research reveals that trust and understanding drive consultant recommendations. Asset managers must create a world class investor communications effort to gain that trust. We’ve outlined just what types of communications consultants are looking for from asset managers’ and how you can best position your firm for success.

Our latest research among institutional investors reveals that once hired, asset managers go silent on fees; most investors also lose focus on this important topic. Investors’ resulting ignorance about their managers’ value proposition leaves managers vulnerable to misunderstanding that can lead to termination.

Asset managers are increasingly inundating allocators with thought leadership in hopes of growing their business. Allocators tell us most of these ‘insights’ are not helpful. To determine the key elements of truly great thought leadership we conducted research among over 100 institutional investors and consultants, as well as over 50 asset managers.

We wanted to understand why the biggest managers keep gaining market share from everyone else. So we reviewed investment performance and asset flow data for 931 asset managers over seven years, and conducted a survey of institutional investors controlling $429 billion of capital. The surprising answers are detailed in this white paper.