Comprehensive Fund Marketing and Investor Communication Support Services
Digital Marketing
The need of the era is digital marketing; the consumption of digital content in investment industry has quadrupled in last five years. Digital marketing is a new market-place to showcase the products and performance for investment managers nowadays. Lagging behind in this market-place would make them invisible to investors. Aranca’s digital marketing support gives you competitive edge in digital space, with intuitive content, rich graphics, data visualization, visitors' analytics and more, across the following aspects:
- Web content management
- Web and campaign analytics
- Distribution of content and reports over multiple mediums
- Support for Marketing Materials
Presales
Presales is the most important function in any investment management firm which focuses on top-line, the AUM. Competition in the investment industry is fierce; hence converting proposals into deals have become more challenging than ever. Institutional investors have started demanding lot more details about investment management, personnel, techniques, historical performance, etc. Aranca strengthens your presales function by putting together the following knowledge-base.
- RFP/RFI/DDQs
- Marketing Material
- Peer Analysis
- Consultant database updates
- Market Research
Reporting
Performance reporting not only demands effective content with a lot of number crunching, but also requires quick turnaround for investors to get up-to-date snapshot of their investments. Reporting teams are generally challenged by reconciliation of the data with various sources, ever demanding performance analytics by investors and regulators, sourcing organization level information, data visualization, tables and charts formatting, and translation. Investing time and money for reporting, whether on internal teams or off-the-shelf products, has not helped the investment managers. That’s why Aranca arms the performance reporting teams with various facets of information, including the following, to help update the investors with the faster and more reliable snapshot of their investments.
- Factsheets
- Client reporting
- Regulatory reporting
- NAV Reconciliation
- AUM Reporting
- Investment Commentary
Data Management
It all starts here, investment management industry heavily relies on data. With the volume, velocity and variety it usually slips through the cracks and leads to massive data management operations like, reconciliations, price-checks and validations. The data management operations are not entirely an IT issue, it requires appropriate domain knowledge to arrange, relate, find gaps and fix them with the correct data. Aranca is a one-stop shop, with the following solutions, to break the data silo amongst departments, bringing clean and usable data on organization level and accessible to all.
- Collation and Validation of Data from Custodians and Data Vendors, among others
- Database Creation and Management
- Integration of Various Internal and External Databases and Sources
How Can We Help
Improve operational efficiency with Aranca
Onshore Operational Challenges
Onshore Operational Challenges
- Information silos in various departments; need to collate data each time.
- Managing talent and staffing for routine, operational deliverables.
- Need to manage tight deadlines and regulatory commitments.
- Limited time for research and development, or innovations.
The Solution
The Solution
- Dedicated team, to liaise across departments or data vendors, and organize information in quick retrievable databases.
- Improve operational efficiency through process re-engineering and use of technology.
- Access to business automation teams to enable innovative automation ideas.
- Strong quantitative research capabilities to support model development on performance analytics as well as bespoke statistical and mathematical models.
How Do We Do It
Our solutions are enabled by our know-how and effective use of technology
Languages and Technology
- R, Python, MatLab, SAS, VBA, etc.
- C, C++, C#, .Net, etc.
- SQL, MySQL, Oracle, etc.
- Tableau, QlikView, etc.
Analytics Tools
- Barra Aegis, Barra One, Risk Metrics
- FactSet PA – Equity and Fixed Income
- Axioma, Point, etc.
- RFP Tools - PMAPS and Qvidian
- CDB - eVestment, Mercer
Database
- Bloomberg
- FactSet
- Thomson-Reuters
- CapIQ, etc.
Why Aranca?
Engage with Experts
Access to analysts with deep understanding of key business drivers, industry dynamics and valuation trends across business cycles and geographies.
Power of Knowledge
Knowledge base from studies conducted in 90+ countries covering 100+ sectors, 7,500+ patent research assignments for over 250 technology domains and 4000+ valuation opinions for 20+ sectors.
Robust Processes
Proprietary methods & frameworks deployed across the client engagement lifecycle; from discovery, onboarding, transition to service quality management.
Global Experience
Analysts with understanding of market dynamics impacting sectoral performance across global markets, having prepared 10,000+ models, researched 2,500+ stocks across 80+ sectors and assisted 5,000+ transactions.
Multilingual Capabilities
Experience in conducting research in 30+ foreign languages; access to a network of 100+ language interpreters; and alliance partners in 20 countries to conduct B2B or B2C interviews.