What We Do

What We Do

——BenchMark Research——

The FUSE BenchMark Series is the asset management industry's most comprehensive resource designed specifically to optimize the sales, marketing, product and national accounts functions. 

The National Accounts BenchMark study is the investment management industry's most in-depth resource for benchmarking and best practices related to organizational structure, staffing, compensation, time management, platform selection and more. Additionally, the study includes actionable guidance and recommendations that will help better align resources with firm goals, enhance cost effectiveness and ultimately gain organizational influence.

The Product Management & Development BenchMark study addresses product management and development issues and questions, including the most common organizational structures for product groups and which are best for various types of firms. The study highlights time management benchmarks and time allocation by role; best practices related to fund launches, product line rationalization and fund lineup integration post-acquisition; and much more.

 

 

The Marketing BenchMark study focuses on marketing organizational trends, staffing metrics, budgets, compensation, performance benchmarks, and time allocation. In this study, we take a closer look at social media and its impact on asset management organizations.

The Cost of Distribution BenchMark study covers the essential topics for improving distribution efficiency and sales management. The highlights include — structure, staffing metrics, budgets, compensation, sales productivity and time allocation.