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7 days ago2 min read
Why Alternative Managers Must Rethink Their Consultant Database Strategy
For alternative asset managers operating in niche markets like private equity, hedge funds, and real assets, the rules of engagement can...
Jan 62 min read
Turning AUM Reporting Challenges into Opportunities for Growth
For asset managers, accurate and timely reporting on assets under management (AUM) isn’t just a regulatory or operational...
Dec 16, 20243 min read
Assets Under Management & Accounts: Common Inaccuracies in Reporting
Ensuring data integrity is crucial; even minor errors can lead to significant misrepresentations. We see recurring issues arise in...
Nov 12, 20241 min read
Video: Founder and CEO Discusses Vision and Journey to Build IMSS
Patricia O'Donnell, Founder and CEO of IMSS and the firms innovative Data-Centrix platform, sits down with Brent Watters, Head of...
Nov 12, 20241 min read
Video: CEO and Founder Talks Service, Process and Technology
Patricia O'Donnell, founder and CEO of IMSS, highlights how hands-on support and the innovative Data-Centrix platform empowers asset...
Nov 12, 20243 min read
Database Consolidation: Could You Be Overpaying for Overlapping Services?
The investment consultant database market has seen significant consolidations in recent years. Major players in the industry have merged...
Oct 23, 20243 min read
Unlocking Growth Potential: Solving Missing Data Challenges
I n today’s data-driven environment, asset managers need to understand that accurate, consistent, and complete information is more than a...
Sep 25, 20242 min read
Exciting Staff Changes at IMSS: A Step Forward in Our Commitment to Growth and Client Success
At IMSS, we firmly believe that our success is built on the strength of our dedicated team and our unwavering commitment to exceptional...
Sep 16, 20243 min read
The Growing Movement Toward Outsourcing Data Base Reporting
Understanding the critical role the databases play in raising AUM, many managers are turning to third-party experts in database...
Sep 4, 20243 min read
Building a Brand: The Pathway to Asset Manager Growth
In asset management, building a brand is far more than crafting a catchy logo or tagline. It’s about clearly defining the value your firm...
Aug 19, 20241 min read
Video Podcast: Adjusted for Risk: How Asset Managers Can Increase Strategy Visibility Through Storytelling
IMSS founder and CEO Trisha O'Donnell speaks with Ryan Nauman of Zephyr to offer guidance on how asset managers can market their...
Aug 15, 20243 min read
Service That Serves: Finding the Right Fit for Your Firm
Precisely managed data and accurate reporting are critical to asset management success and the choice of a data management and  ...
Aug 12, 20243 min read
Insights from the Field: How Comprehensive Profiles Boost Client Acquisition Strategies
Consultant databases have undergone significant transformations over the past two years. No longer just listing services, they’ve become...
Jun 27, 20245 min read
Webinar Recap: "Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Institutional Investors"
Recap originally posted by GAMMA - Global Asset Management Marketing Association Catching the eye of investors requires more than stellar...
Jun 19, 20242 min read
New Partner Announcement: Reilly Resource Development
IMSS has recently partnered with Reilly Resource Development (RRD), a boutique executive recruiting firm that brings together talented...
Jun 11, 20242 min read
Consultant Databases: Creating profiles that increase opportunity to raise AUM
As originally seen in PSN's Mid-Year Outlook 2024 For managers who want to increase access to new search opportunities, having a better...
Apr 19, 20243 min read
Customer Spotlight: ProfitScore
At IMSS we are so fortunate to work with amazing clients. We had a chance to chat with Rich Davila, Senior Portfolio Strategist at...
Mar 14, 20242 min read
Allocating Resources Where They Count
At IMSS, we believe in getting the most ROI when working with clients. It is essential, especially for smaller firms, to allocate their...
Mar 8, 20244 min read
Increasing visibility: How consultant database reporting can impact a manager’s visibility to search activity
Managers are often challenged with the demands of consultant database population due to a lack of internal resources to complete this...
Mar 6, 20241 min read
IMSS Partners with Leading Fund Administrator, EFSI
IMSS, a leading provider of end-to-end consultant database reporting solutions, has partnered with leading fund administrator, Essential...
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