Article: How easily can another fund steal one of your investors?

June 12, 2020

The unknown risk is the most dangerous of all because you don’t even see it coming. Investment management is a highly competitive business and the threat of a competitor whispering in your investors’ ears is more than a possibility — it’s a likelihood. That’s why it’s important to set yourself apart from the competition and highlight how your fund stands out from all the others, especially the ones offering similar exposures.  But how do you find all those funds who might be similar to yours? 

Similyzer™ is a comprehensive holdings-based comparison tool that unveils each competitor’s biggest strengths and weaknesses, so you can defend your positioning and retain more assets. Knowing your competition’s exposures and how they varied over time allow you to engage your investors in a deeper conversation about their goals and how your fund can help achieve them. With Similyzer™ you can:

  • Quickly search for similarities and differences on any subset of 130+ factors for all 28,000+ funds in Morningstar and eVestment databases.
  • Create a peer-group of your closest competitors that is constantly monitored to stay ahead of the pack
  • Ensure you have the most up-to-date analysis of your closest competitors
  • Tell a deeper investment story to your clients

Shown below is a hypothetical example of an asset managers’ search for a fund’s closest competitors, showing each fund’s differentiating exposures and attributes. Knowing what’s important to your clients is only half the battle: you also need to know how your competitors may try to achieve those goals instead of you. Similyzer™ can help you gain a factor edge over them.  


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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.