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
- Correlation between fund performance
- 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