Fund Distribution Analytics - data to knowledge to decisions

Solutions

Fund Distribution Analytics

From data to knowledge to decisions. In no time.

Our Fund Distribution Analytics Solution enables you to efficiently combine disparate data sources and formats into a comprehensive overview of fund activities across your local distribution networks, thus giving you the knowledge and power to make meaningful decisions in relation to product management, investor relationship management and financial management.

 

Together with GFA S.A., a FinTech based in Luxembourg and specialized on innovative data analytics solutions, we developed a unique service. Delivered through a state of the art technological platform, you will have information on Distribution and Sales, Finance and Controlling, Project Management and Risk and Compliance at your fingertips.

Distribution and sales

  • Flows last week/last year per country/distributor/investor type/product type
  • Type of investors buying which products
  • Characteristics or trends per country/distribution channel

Finance and controlling

  • Most profitable/least profitable clients/products
  • Expected returns of marketing campaigns
  • Effectiveness of distribution activities

Product Management

  • Correlation between fund performance
    and flows
  • Past events affecting holdings and flows
  • Individual investor sensitivity to these events
  • Success of marketing campaigns/ roadshows

Risk and compliance

  • Suspicious transactions in a certain account/ period of time
  • Clients/distributors located in high-risk countries
  • Possibility to obtain, store and monitor KYD-linked information electronically

We invite you to watch this short video below and get in touch with us if you would like to know more.

Let fund analytics show you the way

Contacts

Lou Kiesch

Lou Kiesch

Partner | Regulatory Consulting Leader

Lou joined Deloitte in November 2001 as Director in the Risk Advisory department, where he currently heads up the Compliance and Regulatory Practice. Since June 2005, he is partner within Deloitte’s R... More

François-Kim Hugé

François-Kim Hugé

Partner | Fund Registration Services

François-Kim is a partner within the advisory & consulting department. He is currently in charge for running the Fund Registration Services, incl. the KIID Factory and AIFMD Notification Services. He ... More