Article: Are you about to launch a fund with many competitors?

June 11, 2020

Launching a new fund involves many critical steps to ensure short-term and long-term success. Asset managers rightly focus their time and energy on the strategy, operational structure, capital raising and marketing of the fund, all of  which require a deep understanding of the similarities and differences between the new fund and competitors’ strategies. Identifying the unique attributes that let your fund stand out from the crowd can make the difference between success and failure, and missing just one closely competing strategy can be very costly. 

Similyzer™ helps you find every one of those closely competing funds. It’s a comprehensive holdings-based comparison tool for Asset Managers to quickly identify and understand each competitor’s fund. Bottom line: it lets you better differentiate your fund. Similyzer™ tells you exactly how similar your fund is to all the other funds in our database of 28,000 global funds.

No other system does what Similyzer™ can do: sift through thousands of funds to find the ones most similar to yours. 

In the below hypothetical example, you can see the Fidelity® Contrafund® Fund, which has strong exposure to Growth and Short Term Momentum, and its closest competitors, as evaluated on our 23 standard style factors. The insert shows a direct comparison between Fidelity’s fund and its most similar competitor from T. Rowe Price. Users of Similyzer™ can dig further, filtering on many other attributes of interest like historical performance, risk measures and ESG scores. 


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Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.