Blogs | IMSS

4 days ago3 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 121 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 121 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 123 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 233 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 252 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 163 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 43 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 191 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 153 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 123 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 275 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 192 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 112 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 193 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 142 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 84 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 61 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...

Feb 293 min read

Standing out from the crowd: 7 ways to effectively market your strategies and reach your goals

As a manager, your success hinges not only on the strength of your strategies but also on how effectively you communicate and market them...

Jan 253 min read

IMSS: A small firm with a big impact

Patricia O'Donnell, formerly Sandoz, founded IMSS in 2017 to meet a growing segment of the investment industry where managers often fall...

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