Sales boost
Optimized fund selection
Optimized portfolio
Expanded growth potential
The challenge
Optimizing fund replacement strategy
Advisors rebalance portfolios, offering asset managers a chance to suggest better-performing replacements. A global asset management firm sought a holistic, data-driven approach to fund replacement at scale, aiming to provide quantitative, performance-based recommendations to financial advisors.
Key challenges
Ensuring recommendations are performance-based
Need for data-driven fund replacements
Aligning with advisors' client goals
The solution
Fund scoring and advisor strategy
Framework development
Evaluated fund attractiveness
Scored via extraction
Mapped relevance
Data analysis
Analyzed funds
Scored advisor relevance
Identified replacements
Implementation approach
1
Recommendation engine
Built rule-based engine
Ranked funds by appeal
Integrated real-time strategies
2
Advisor integration
Integrated into workflows
Streamlined decision-making
Gathered feedback
3
Optimization
Greater market reach
Updated market data
Expanded market reach
The impact
Driving growth with smart fund replacement
Revenue boost
Unlocked sales
Streamlined fund transitions
Greater audience involvement
Advisor efficiency
Streamlined choice
Data-driven picks
Faster decisions
Market edge
Refined competitive stance
Outperformed rivals
Adjusted portfolio allocations
Looking ahead
Expansion
Scale the recommendation engine
Enhancement
Refine models with real-time market data
Optimization
Improve fund scoring for better replacements
