According to a recent article in FundFire, managers must understand what institutions are looking for in constructing portfolios that fit their risk/return and fee profiles in order to effectively market themselves.
Without a centralized repository of investment data, however, this is extremely challenging. Those fund managers who have invested in such resources are at a distinct competitive advantage, as sales and marketing teams can have instant access to all of their investment data at their fingertips. Arming themselves with more accurate, granular and impactful data means they can better address clients’ inquiries in a much quicker fashion and demonstrate how their active management style adds value.
At INDATA, we are constantly looking for ways to adapt and improve emerging technologies to provide critical insights for our clients in an easily accessible and instant fashion. Our most recent offering, Epic Data API, was specifically designed for this purpose. Tools like Epic Data API specialize in taking the “tech” out of the equation (we take care of that) so our clients can gain a distinct competitive advantage.
