Managed Money Advisory Service Fall 2019

The Managed Money Advisory Service provides tactical and strategic information on total managed assets to asses the market, the competition and the growth trends of the industry and make informed and critical decisions.

The Managed Money Advisory Service Keeps Evolving!

We recently changed the format of the report from PDF to Excel worksheets—we have now gone one step further. In our efforts to bring you a more interactive experience, we have transformed the Managed Money report into a service that will have 4 deliverables:

1. Managed Money Dashboard (previously in Sections 2 and 3)

2. Mutual fund (including ETFs) and Segregated Funds Subadvisor Dashboard (previously Sections 4 and 5)

3. Private Investment Counsel and SMA Subadvisor Dashboard (previously Sections 4 and 5)

4. Analytical spotlight on Managed Money (previously in Section 2)
 
The dashboards maintain a consistent view of the industry, and offer the capability to grab the data to create your own cuts and aggregates. The format also allows the flexibility for us to extend the ranking universes—providing more available data.

Dashboard 3 is now ready to be downloaded

Dashboards 1 and 2 plus the Analytical Spotlight will be published in the coming weeks and clients will be notified.