Sales / Marketing / Distribution

Your Challenge

At the simplest level, investors select funds based on characteristics that include the fund’s investment objectives, risk/return profile, and sales, redemption and management fees. However, sales of fund shares are not equally sensitive to each of these characteristics. Sales of some funds are most sensitive to their return performance, whether absolute, relative to peers, or risk-adjusted. Sales of other funds are most sensitive to sales, redemptions and management fees. Sales of still other funds respond to macro-economic effects. Sales managers have no ability to relate the fund’s investment characteristics to its sales performance.

Our Solution

Leverage historical purchase and redemption activity, along with the investment characteristics of the fund and its peers, using Synterein’s state-of-the-art analytics to determine sensitivity to the factors underlying each fund’s sales performance. Using the sensitivities, along with forecasts of fund investment performance and macroeconomic activity, fund sales performance can be predicted. As a result, sales managers are enabled to position funds according to the characteristics most important to investors and increase fund purchases.

Services

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Quantitative Analysis for Investment Performance