Blogs | IMSS

tsandoz

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...

B. Watters

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...

B. Watters

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...

tsandoz

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...

tsandoz

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...

B. Watters

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...

B. Watters

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...

tsandoz

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...

B. Watters

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 ...

B. Watters

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...

jskivs

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...

jskivs

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...

jskivs

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...

jskivs

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...

jskivs

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...

jskivs

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...

jskivs

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...

jskivs

Accurate & Consistent Reporting: Avoiding costly mistakes that can impact raising AUM

In an industry that relies heavily on data to support decision-making, accurate and consistent reporting in consultant databases is vital...

jskivs

Outsourcing database population: Understanding the benefits while saving time and money

The decision to buy or build software solutions is a conundrum that has plagued businesses since the dawn of the digital era. While...

carolannet329

Scaling Your Business with IMSS: Leveraging Technology for Growth

In today's fast-paced and highly competitive business landscape, scaling your firm is not just a goal, but a necessity for long-term...

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