While performance remains a traditional driver of growth for investment managers, the operational foundations that support financial results are undergoing rapid transformation. At the heart of this change is a reevaluation of what truly constitutes a core competency and a growing recognition that outsourcing certain functions may be the key to efficiency and scale.

The consultant database landscape is undergoing a quiet but powerful transformation driven by artificial intelligence (AI). These databases have been central to how institutional investors and consultants identify and evaluate asset managers for years. But now, advances in AI are reshaping how searches happen, how matches are made, and, ultimately, who gets shortlisted. 

A quiet revolution is underway—powered by AI—and it's transforming how institutional consultant database searches happen, who gets...

You’ve sent your data to consultant databases. It’s all there—your AUM, performance numbers, strategy descriptions. So why isn’t your...

Ever feel like sending your firm’s data to consultant databases is like launching a message in a bottle into the ocean—hoping, but never...

Special Contribution by Tres Comma Compliance (TCC) Since 2021, the SEC and FINRA have collectively issued over $2 billion in fines,...

Alternative investments have taken center stage in portfolio construction, but identifying the right opportunities requires a structured...

Imagine a boutique asset management firm with a stellar performance record but struggling to attract institutional investors. Despite...

For alternative asset managers operating in niche markets like private equity, hedge funds, and real assets, the rules of engagement can...

For asset managers, accurate and timely reporting on assets under management (AUM) isn’t just a regulatory or operational...

Ensuring data integrity is crucial; even minor errors can lead to significant misrepresentations. We see recurring issues arise in...

Patricia O'Donnell, Founder and CEO of IMSS and the firms innovative Data-Centrix platform, sits down with Brent Watters, Head of...