If you’re a fund manager, you’re probably wrestling with the following questions:
- How do we make sense of the disparate MI data we receive from the many platforms in the market?
- How do we make sure that we have an accurate and consolidated view of who is buying and selling our funds on a timely and relevant basis?
- How do we know what the market is doing and if our sales trends are in or out of line with the industry?
- How do we combine this data with fund accounting to understand the true impact of changing trends and sales on revenues and therefore the bottom line?
- If intermediaries are selling down our funds and buying elsewhere, how do we work out what they’re buying and why they’re changing?
- How do we use data to identify short and long-term investment trends and respond appropriately (new product development, sales & marketing campaigns, adviser education)?
- How do we ensure that we’re getting the best out of our sales team?
- How do we ensure that people in the field have accurate and timely data on an adviser firm’s latest activity, model portfolio solutions and DFM preferences etc?
- How do we understand and monitor broader industry trends such as DFM outsourcing, funds of funds, vertical integration and so on?
We will help you obtain timely, fresh and relevant data to help you answer these questions. And more.
Guy Edsall
Joint Managing Director Finscape
Guy has 20 years’ experience creating innovative B2B data and software solutions, starting with IBM and Experian QAS, spending the last 11 years focused on the Financial Services industry. In 2009 he joined Matrix Solutions as Product Director and created Financial-Clarity which became the leading market intelligence tool for fund managers and platforms.
Guy left Matrix following its purchase by Strategic Insight in 2016. He subsequently worked as a consultant with leading asset managers and fintech firms where he gained first-hand experience of the gaps in the current business intelligence solutions. Unconstrained by legacy issues, he has designed Finscape from the ground up as a solution to address these gaps and deliver a holistic approach to market intelligence.
Guy achieved a 1st class degree in Economics and Management from Balliol College, Oxford University. He enjoyed Oxford so much that he now lives there with his wife, three kids and dog.
Bella Caridade-Ferreira
Joint Managing Director Finscape, CEO Fundscape
Bella has 20 years’ experience in the research and analysis of the UK, European and Asian fund management industries. In 2010, she established Fundscape, a research house specialising in the end-to-end analysis of the UK fund industry. Fundscape is the publisher of the Platform Report, widely regarded as the platform industry’s official data source. Bella is an industry commentator on asset management, distribution and platform trends.
Prior to setting up Fundscape in 2010, Bella was Global Head of Research and Publications for Lipper (Thomson Reuters) and was the author of numerous publications and reports. Her financial services career started in investment banking followed by a move into a London-based consulting firm where she specialised in market entry strategies for fund managers.
Bella has a master’s degree in International Business and is fluent in four languages. She is married with two grown-up children, fussy about grammar and punctuation, loves literature, the theatre, disco dancing and pub quizzes.
Kevin Okell
Director Finscape, Managing Director Altus
Kevin began his career as a software developer in the 1980s and worked on a wide variety of IT projects. He became convinced of the ability of technology to transform financial services and founded Altus in 2005 with that aim.
Kevin has helped Altus become an integral part of the investment platform landscape both as a supplier of technology and operationally focused consultancy. He has developed an extensive network of senior contacts across the investment sector spanning providers, distributors and technology firms. He is now one of a small number of expert judges of the prestigious Schroders Platform of the Year award (along with Bella) and is a regular commentator on platform developments.
Kevin fell in love with Bath after visiting the city on return from a year-long backpacking trip in South America and now lives there with his wife, two children and a golden cocker spaniel. He is a keen, though underachieving, golfer and can regularly be found wandering the fairways of Bath Golf Club.