Through the looking glass
The existential question facing the buy-side is how to grow assets and service clients at lower cost. This drive for operational efficiency is dependent on a capability to collate accurate data about investors and decision makers, including their influence over the flow of money into their investment products. Industry leaders are investing in the capability to ‘look through’ omnibus accounts and fund distributors to create differentiated client experiences. Meanwhile, laggards are struggling with a partial view of sales performance and client engagement.