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Upload mandates and flows with client IDs, not names. Covirage shows penetration by client, strategy and salesperson, and reconciles every figure to the number you report.
How an asset manager's distribution team measures net flows per strategy by channel from the transfer agent and platform data, sets each strategy's expected channel mix from its own peers in the range, and finds the strategy that is under-distributed in one channel while the range as a whole looks fine, without ever naming an end client.
16 Sept 20263 min readHow an asset manager's institutional team measures its coverage of investment consultants from the consultant master, the ratings file and the contact log: consultants ranked by the assets they advise in the manager's strategies' classes, the manager's rating status at each, contact recency against a stated cadence, the consultants who advise the most and rate the manager least, and the mandates won and lost by consultant that say which relationships convert.
16 Sept 20263 min readA working method for share of wallet in asset management distribution: what counts as the wallet, which rows you need from your own systems, the roll-up level by level, and the three places the number usually goes wrong.
16 Sept 20264 min readWhy an asset manager's distribution team should read assets and net flows per client side by side: the four quadrants they produce, how to compute net flows by client and strategy from subscriptions and redemptions without netting away a switch, and the quarterly list each quadrant becomes.
16 Sept 20263 min readHow an asset manager's distribution team finds the intermediaries whose net flows have turned negative against their own history while their assets still look intact, from the transfer agent file: the flow baseline per intermediary per strategy, the turn signal, the months of runway before the assets follow, and the list that reaches the wholesaler while there is still a conversation to have.
16 Sept 20262 min readThe ten questions an asset manager's head of distribution puts to the wholesalers and the institutional team, where is share of wallet lowest, which intermediaries turned, which strategy is under-distributed in a channel, which consultants advise the most and rate us least, which advisers have gone quiet, which platforms are reviewing us, where are the redemptions coming from, what did the roadshow move, which relationships are single-threaded, and what changed, each with the table from the transfer agent and CRM data, and the answer to send back.
16 Sept 20262 min readHow asset managers should choose analytics software: start from the questions, check the data you hold, ask vendors ten questions, avoid the traps.
24 Sept 20264 min readThe ten distribution KPIs an asset manager should run on, each with its formula, the export it comes from and what it tells you: net flows by client and strategy, gross sales and redemptions separately, share of an intermediary's flows, redemption watch, coverage of intermediaries and consultants at cadence, channel share per strategy, flow concentration, fee yield on flows, strategies held per client, and consultant rating coverage. Also the three measures most distribution teams miss, the figures to drop, the identities, and who owns what.
17 Sept 20264 min readWallet share analytics for asset managers. We never see a client name.
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