Traditional Asset Flows Q4 2018

OpinioPro Selection
By March 7, 2019 11:03

Traditional Asset Flows Q4 2018

  • Measure market opportunities by geography, account type and asset class, based on where institutional investors are moving assets
  • Track gross flows by universe to understand where new assets are coming in, even if net flows are negative
  • Identify the account types and domiciles that are currently buying and those that are selling to better resource your sales and marketing channels
  • Measure your market and flow shares and those of competitors to quantify your competitive strength
  • Chart asset churn and volatility by universe to develop client retention priorities

OpinioPro Selection
By March 7, 2019 11:03

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