Allocator Intelligence for Asset Managers
Whether you outsource investment or manage it in-house, I provide independent frameworks, analysis, and tools to save you time, strengthen your proposition and make you compliant with Consumer Duty
The Challenge
The UK intermediary market is crowded and competitive. Asset managers need clarity on how professional allocators — from Model Portfolio Services (MPS) to Multi-Asset and Multi-Manager funds — are building portfolios and selecting funds. Without that visibility, it is difficult to see where your funds fit, benchmark new product ideas, or identify replacement opportunities when competitors underperform.
Allocator Mapping
See which MPS and Multi-Asset/Multi-Manager providers allocate to your sectors and understand how they construct portfolios.
Competitive Fund Analysis
Benchmark your funds against those already being used — highlighting areas of strength and points of differentiation.
Switching Opportunity Signals
Identify underperforming funds currently held by allocators, providing signals on where replacement opportunities may arise.
Custom Filters
Insights tailored to your distribution strategy, such as targeting allocators with higher OCF tolerance or focusing on specific platforms.
Market Entry Analysis
Test the viability of new product launches (e.g. sector-specific UCITS) by comparing them against existing allocations and competition.
The Benefits
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Focus sales efforts on the allocators that matter most.
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Position your funds as compelling alternatives when competitors fall short.
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Evidence your value proposition with independent, data-driven insights.
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Gain confidence when assessing new product launches.
