Research Studies

Competitive, regulatory, and demographic forces are causing seismic shifts in the investment management industry, forcing asset managers to quickly assess impacts and respond.

SS&C’s research studies provide deep-dive strategic assessments on critical industry issues, offering long-term analysis and shorter-term tactical suggestions for staying ahead. All of our research reports also include analyst presentations from our consulting team, one of the ways we seek to address your business needs with each study.

Distribution Research: Provides executives with strategies and recommendations for optimizing coverage models, sales team structures, and compensation programs aligned with your firm’s goals. Our data-driven best practices arm distribution executives with the right tactics for their specific firm.

Marketing Research: Helps executives identify data-driven, differentiated opportunities to support the sales cycle with digital marketing strategies. We also help firms focus on a business imperative: measuring return on investment in marketing budgets. 

Product Research: Gives executives data, market overview, and insights into a range of investment product categories offered through mutual funds, annuities, exchange traded funds, collective investment trusts, managed accounts, and institutional separate accounts.