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ManagerQuest® Data Management and Distribution Service for
Money Managers
It's about time. Yours. |
Today, there are more registered
investment managers than there are stocks on the NYSE.
Investment consulting firms help investors decide which
managers are best suited for specific investment
objectives. Good performance suits everybody, but things
like geography, philosophy, personalities and process
help investors and investment managers make it through
those times when performance isn't so...suitable. |
In order to search for managers,
consultants compile databases of information gathered
over time from managers via monthly, quarterly and
annual questionnaires. There are also several
organizations that compile generic manager databases for
resell and several new online sources that directly
connect investors to qualified money managers. Today, we
know of hundreds of investment consulting firms and over
40 databases that these firms use to help sort out
which managers are right for which investors. |
Each database, publication or other
source that is compiled creates more work for money
managers who wish to promote their services. Completing
these questionnaires and mandate-specific Requests for
Proposals (RFPs) is an essential marketing function,
often requiring at least one full-time associate. If you
don't have the time or resources to manage your
distribution of information to investment consultants,
third party databases, industry publications and other
interested parties, we can help. Call us now at (866)
922-8733, ext. 2 or send an email to
info@asapas.com for more information. |
How ManagerQuest® Works
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After a
thorough review of your performance history and
marketing materials (including your Form ADV, Web site,
brochure and marketing presentation), we will recommend
specific databases, consultants and/or research firms
that we believe will improve your visibility in the
marketplace and help you increase your assets under
management. Upon your approval, we will register your
firm with each database and complete all online
questionnaires on your behalf. You'll work with a
dedicated Client Service Manager who will be responsible
for managing the flow of your data from your desk to the
databases. Your Client Service Manager will also be your
go-to person for any questions you may have. |
To
expedite the process, we can extract account-level data
from your portfolio accounting system (e.g., Advent Axys®,
etc.) and populate the databases quickly, accurately and
consistently using our proprietary automated data entry
tools. Each update is manually reviewed by a QA
Specialist to verify that it is complete and correct.
Our ManagerQuest platform includes a drag 'n drop
feature to further streamline the data collection
process. We continuously update your firm and product
information (qualitative and quantitative) throughout
the year upon receipt of new data from your team.
Information published includes:
- Firm Overview (History, Ownership, Compliance)

- Performance, Composite Information, GIPS Status
- Assets Under Management
- Top Clients, Client & Account Turnover
- Product Descriptions, Product Policies
- Portfolio Characteristics (Turnover, Range of
Holdings)
- Fundamental Characteristics (P/E, ROE, Earnings
Growth)
- Current Allocations (Sector, Country, Currency)
- Fees (Schedule, Minimums, Calculated Ranges)
- Personnel Statistics, Biographies
- Market Commentary
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A
customized
ManagerQuest® Website is used to collect,
organize, store and share your data files and completed
database profiles. ManagerQuest provides real time
updates on the progress of our data distribution effort
on your behalf. This allows your marketing services team
the ability to monitor and report the status of the
database population effort to management, sales,
portfolio managers and product managers. Your secure and
private Data Library and other information are available
to you and your team at all times, from anywhere in the
world.
Click here to schedule an online demo. |
With
ManagerQuest®, both parties benefit. The
consultants and database managers receive the
information they want: firm introduction, product
descriptions, investment characteristics, composite
performance, fee schedules, staff profiles, portfolio
holdings, and assets under management data - in the
format they want, when they want it. You gain valuable
time to spend on more strategic - and less
administrative - marketing activities. You also gain
peace of mind knowing that your firm information is
accurate and up-to-date in the industry's leading
databases. |
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Click here to download an Overview of our ManagerQuest
service |
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