A Prospective Offering from DTCC
DTCC continues to develop solutions that address the needs of the industry. Currently, DTCC is considering the development of services that leverage aggregated data derived from the processing of mutual fund and annuity transactions, including investments, redemptions and exchanges.
Sample data and graphs provided for illustrative purposes only.
This prospective service offering could provide an unprecedented view of market activity in mutual funds and annuities, derived from daily transactions processed by DTCC for broker/dealers, investment managers and carriers.
The service would:
- Allow benchmarking to guide Wholesalers and Financial Analysts
- Target sales and marketing efforts
- Facilitate better structure of products
- Provide clear understanding of market positions
- Simplify planning process
The resulting information would provide broker/dealers, investment managers and carriers with detailed information on their own business performance and the ability to perform benchmarking against the larger industry and peer groups. It would provide detailed market activity and information that allows users to easily measure, track, benchmark and analyze sales, cash flows and business performance at many levels. For example, the information could be used to understand and support decision making about:
- Net flows and sales performance
- Market shares within demographics including state, customer age and type
- Positioning by product type or features
- Areas or types of investors that represent potential or need increased attention
- Product development
- Targeted marketing, sales and advertising initiatives
- Competitive advantages and disadvantages
- Opportunities and threats that may not be otherwise apparent
- Strategies for wholesaler and sales force training and deployment
Users stand to benefit from significant savings, enhanced management capabilities, improved competitiveness and improved business performance as a result of a DTCC initiative.
If you would like to learn more about this initiative and provide your feedback, please contact your DTCC Relationship Manager.