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The Silent Deal Breaker: What Consultants Notice Before You Even Get a Meeting
You’ve sent your data to consultant databases. It’s all there—your AUM, performance numbers, strategy descriptions. So why isn’t your...
14 minutes ago3 min read

The Consultant Database Black Hole: Where Your Data Goes and Why It Matters
Ever feel like sending your firm’s data to consultant databases is like launching a message in a bottle into the ocean—hoping, but never...
19 minutes ago3 min read

Beyond the Myths: How Consultant Databases Drive Alternative Investment Success
Alternative investments have taken center stage in portfolio construction, but identifying the right opportunities requires a structured...
Feb 264 min read

Out of Sight, Out of Leads: Why Asset Managers Can't Afford to Skip Consultant Databases
Imagine a boutique asset management firm with a stellar performance record but struggling to attract institutional investors. Despite...
Feb 172 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 142 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...
Jan 62 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...
Dec 16, 20243 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 13, 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 13, 20241 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...
Nov 13, 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...
Oct 23, 20243 min read

The Growing Movement Toward Outsourcing Database Reporting
Understanding the critical role the databases play in raising AUM, many asset managers are turning to third-party experts in database...
Sep 16, 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 15, 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...
Aug 13, 20243 min read

Ensuring Accurate, Complete, Consistent, & Timely Delivery of Data to the Financial Services Market
Consultants and investors rely on manager data to make informed decisions, from managing risk to evaluating investment opportunities. For...
Feb 14, 20232 min read
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