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Success Optimizer for Mutual Funds and ETFs

Powerful analytics into the five key drivers of fund success.


Take the guesswork out of evaluating and improving the business side of your funds. With Success Optimizer, you can harness the power of exclusive data and analytics for deeper insights into the key drivers of fund success: price, performance, allocation, demographics and channel.

Success Optimizer evaluates the degree of influence each factor has on the velocity and extent of asset flows, identifying the combinations of factors likely to put money on the move at each stage. Knowing how your fund stacks up factor by factor for up to ten competitors helps set your priorities.

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