Portfolio Analytics

Manager Reporting Services Outsource Asset Management Marketing Services

Visibility of our many products has been broadened through all the services provided by Portfolio Analytics. The institutional marketing team and their data management division at Portfolio Analytics have produced for us unsolicited searches into our products. Their reliable and competent work has won Salient Partners numerous awards. Our goal is to have our products, our performance and all relative information accessible and accurate across every database where decision makers and consultants conduct their search processes. Portfolio Analytics is our outsourced marketing data support team.

Greg Reid
Managing Director
Salient Partners
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Marketing Support Services

Portfolio Analytics is a portfolio manager's publishing and data distribution firm. Money Managers are experts in producing data on a monthly basis. Portfolio Analytics helps portfolio managers publish each month's through analysis, publications and distribution of each product's return results.

Portfolio Analytics works closely with every portfolio management team to position the firm and the strategy through compelling narratives and metric driven charts and graphs.

There are over 25 public databases that serve an enormous and expanding consultant subscribership.

Use a picture. It's worth a thousand words.

editor Arthur Brisbane discussing publicity

Portfolio Analytics works closely with each portfolio management team to create and organize their statistics and narratives in multitude of distribution forms and channels that is professional and institutional quality.

Portfolio Analytics has 25 years of experience in the institutional and retail marketing arena at a very affordable cost in hopes you will rely on our professionals to best equip your sales effort.

Three key Marketing Support Services:

Let Portfolio Analytics and our team of experienced Institutional Consultants equip your marketing and sales effort for success.

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Consulting Database Management

High Net Worth and Institutional Investor are in constant search for professional money managers.

Consultants and Investors assess and search for money managers through consulting databases. These professional investors rely on clear, consistent, accurate and reliable information to base investment decisions.

Richard W. Jackson, CIMA®
Director of Research
Portfolio Analytics

Our clients are assertive and drive sales efforts to grow their asset and client base. They rely on Portfolio Analytics' complete and ongoing marketing support.

It all starts with the consultant databases.

Portfolio Analytics places the highest priority on consistency, continuity and reliability of the information being published and as a result analyzed by the institutional and retail consultants and high net worth investors…

We are institutional consultants and are very experienced in the search process.

Portfolio Analytics has made the database population very affordable and institutional by design. We understand that costs and getting real results matters most. Our database service is a powerful and affordable invests to add scale.

Contact Us for more information on Consulting Database Management

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Marketing Collateral Publishing

Having in-house sales and marketing team to develop marketing brochures calls for a portfolio manager to make a significant investment. Portfolio Analytics designs and publishes institutional quality marketing materials.

We work closely with every client and develop and maintain retail as well as institutional product fact sheets equipping our clients for successful investor acquisition and retention efforts.

Collectively we have over 50 years of experience in the institutional and retail marketing arena

Our client's sales teams rely on Portfolio Analytics Marketing Materials in every:

  • Commentary/Newsletter
  • Prospect Meeting
  • Client Reviews
  • Seminars

Contact Us for more information on Marketing Collateral Publishing

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Other Services

  • RFP (Request for Proposal) and DDQ (Due Diligence Questionnaire)
    • Portfolio Analytics completes all incoming RFP/DDQs for our Manager Reporting Clients.
    • Portfolio Analytics assist you in developing a proprietary RFP or DDQ using industry standards for your company

Portfolio Analytics saves your firm hundreds of hours every year.

  • Competitor Landscape
    • Portfolio Analytics prepares the Money Manager to compete for market share with custom and profound head to head analysis.
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