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Unleashing opportunity with the most comprehensive market share data in the industry
A leading asset manager wanted to refine its approach to measuring opportunity and market share within the intermediary-sold competitive landscape. The manager has products across active and passive mutual funds, money market funds, and ETFs, and sought a single comprehensive data and analytics solution to satisfy all its sales enablement needs. In addition to the broad product scope, the manager sought a total market picture, increased frequency of data, improved timeliness of data, and to eliminate expensive internal data management.
“Much of the market momentum is moving into ETFs. We know we’re using the best source because Broadridge is at the leading edge of creating the most timely and comprehensive analytics to identify where money is flowing.”
The asset manager chose Broadridge Market Analytics as its new source for calculating intermediary-sold market share and opportunity with the following advantages:
The Broadridge service team collaborated closely with the client to:
The dedicated service team at Broadridge provided prompt customer assistance with reporting requests or questions. Our proactive approach includes regular check-ins and training sessions, fostering a strong partnership between Broadridge and its clients.
“We feel like we're anchored to the right data and analytics to really size the market, and to ensure that our wholesalers can target the best opportunities.”
By implementing Market Analytics, the firm was able to:
The asset manager faced challenges in accurately measuring the competitive landscape of the intermediary-sold fund market. The existing methods were not providing the complete picture. They turned to Broadridge for the Market Analytics solution, which offers a more comprehensive dataset with a total assets picture of over $12 trillion and monthly data updates, allowing quicker responses to market changes. The Broadridge service team worked closely with the client to enhance and create customized, timely reporting. As a result, the client was able to measure market share more accurately, optimize wholesaler territories, and align compensation with performance.
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