MARKET METRICS

LOCAL MARKET SHARE

Partnering with the industry’s leading asset managers and insurance carriers to drive meaningful decision making with the highest quality data

A distribution intelligence platform powered by industry-leading consortiums of the most prominent active asset managers and annuity providers

Local Market Share (LMS) delivers sales intelligence at local geography and intermediary location levels, enabling users to accurately size opportunities, measure the effectiveness of their distribution efforts, and understand their competitive position from a sales, redemption and AUM perspective. Full integration of nearly a decade of trend data, product characteristics, and client-specific customizations makes the resulting dataset highly relevant and actionable to each specific user.

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EXTENSIVE INTERMEDIARY EXPERTISE

COMPREHENSIVE PRODUCT DATA
COMPREHENSIVE PRODUCT DATA
COMPREHENSIVE PRODUCT DATA
Extensive distribution data covering multiple product types including Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities and SMAs
TRENDED ANALYSIS
TRENDED ANALYSIS
TRENDED ANALYSIS
Historic trend analysis powered by a decade of transactional data
UNPARALLELED SALES INSIGHTS
UNPARALLELED SALES INSIGHTS
UNPARALLELED SALES INSIGHTS
Evaluate sales opportunities and track market share across over 127,000 offices and over 1,500 intermediary firms
CONTINUOUS EXPERT ENGAGEMENT
CONTINUOUS EXPERT ENGAGEMENT
CONTINUOUS EXPERT ENGAGEMENT
Ongoing, advisory-led engagement with industry experts via in-person, client-specific presentations and analysis

EXCLUSIVE, INTEGRATED DATA & RESEARCH

  • Coverage of Mutual Funds, SMAs, Variable Annuities, Fixed Annuities, Indexed Annuities

  • Integration with DCIO transactions and AUM

  • Broker/Dealer and RIA channel coverage

  • Fully integrated product detail, including proprietary classifications and metrics

  • Up to a decade of trended transactional data

PRESENTED TO FACILITATE DECISIONS

  • Industry leading usage options, including enterprise data feeds, advanced web-based workstation, and interactive dashboards

  • Unmatched workflow and analytics options via Simfund Distribution platform

  • Unmatched in-person delivery of data insights and client-specific implications

  • High-touch consultative relationships that span client organizations

  • Deep, senior executive engagement

DATA. ANALYTICS. INSIGHT.

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