We can enrich your client reports and marketing material with the evidence and transparency clients and prospects are looking for in managers.

Typical problems encountered

A persistent problem often expressed by Pension Funds is that managers often fail to provide the evidence of the skills that drive the results. This means in practice that it is difficult for managers to:

• generate real confidence in the minds of potential clients that the track records are indeed repeatable
• differentiate yourselves from competitors
• satisfy a client's need for transparency so that they feel confident that they fully understand how your skills drive the results

How we can help

We can help you meet these challenges because we provide reports on managers' skill and investment processes which are both evidence-based and impartial. We focus on the decision process and the facts.

We accomplish this by shifting the focus away from volatile and unreliable track records to the forensics and analyse each decision to see if: the buys and stocks owned or overweighted did well and the sells and stocks not owned or underweighted did badly. These impartial reports allow you to:

• validate your pitch, because our reports are quantitative, objective and come from a third party;
  cultivate a relationship with your prospect based on respect and trust, due to your commitment to transparency;
• speak in a language which clients speak and trust- many of the UK's Pension Funds are now our clients; and
• stand out from your competitors, due to your confidence in your own services and ability to provide evidence to support your claims.

We can also help you to prepare for meetings with your Pension Fund clients that are using our service, by briefing you on the kinds of questions they may ask and aspects of your portfolio which they may want to discuss in meetings.

How the service works

We provide an outsourced service, not a software package. Your managers are requested to provide holdings and trade data for a representative portfolio. These data feeds are most usually taken directly from the custodian. However, we can also work with spreadsheet generated data.

The results are summarised in easily understandable reports and supported by access to the underlying information through a web portal. You are able to use these in your sales and marketing processes as you require.

Find out more
Please email us at info@inalytics.com if you would like any further information about how we can help you build more effective communications processes.

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