Research Study Advisor Practice Analysis for Mutual Fund Use

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Even as the advisor landscape is rapidly becoming more complex and fragmented, sales and marketing teams at many asset management firms may not be getting enough value out of their segmentation strategies because they have limited data on a narrow set of advisors — typically the ones with whom they already do business.

Research, Analytics, and Consulting Advisor Practice Analysis illustration

Our research, Advisor Practice Analysis for Mutual Fund Use, examined how asset management firms can complement and augment their current segmentation efforts with data on advisor portfolio construction and buying behavior, by analyzing consortium-based mutual fund transaction histories and asset positions of more than 150,000 financial advisors.

Download this free research to get:

  • Learn how adopting advanced segmentation using advisor portfolio data can help your firm target the right prospects and increase the value of your advisor relationships.
  • Gain a better understanding of portfolio segmentation to help your marketing and sales teams develop more effective sales and marketing strategies.
  • Get our four-step model for implementing segmentation.

Primary Audience: Asset Managers, Sales and Marketing Teams, Business Analytics Managers, Heads of Distribution, CMOs, Marketing Managers, National Sales Managers

categories: advisor segmentation, advanced analytics, mutual funds, fund distribution, advisor engagement/client engagement

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