Welcome to Institutional Fund Sales

Who owns what

                We help mutual fund sales & marketing teams operate more efficiently by providing institutional fund ownership content online
            

                To get spot-on views of your wholesale clients & prospects
                portfolios and underlying mutual funds
            

                The online service that enhances your commercial teams'
                productivity at fund management firms
            

                It answers the question Who Owns What? by providing
                underlying third party fund holding information at
                a client, portfolio, category or competitor levels
            

Effective sales meetings

Know what your wholesale prospect or client holds at a portfolio or aggregate level

Discover valuable sales prospects

What are fund of funds buying from your competitors in a given territory?

Up-to-date competitive intelligence

Easy tracking of your competitor fund management companies

€16T

Clients with aggregated €16T AUM rely on us to support their commercial and marketing teams

+7000

Investment vehicles holding investments in third party funds

+900

Wholesale clients’ detailed holdings in database available to you

Transform your sales team with the solution defined and developed for asset managers

InstitutionalFundSales is the online service that enhances commercial team’s productivity at fund management firms by providing underlying third party fund holdings information at a client, portfolio, category or competitor levels

Spend time with your clients instead of doing cumbersome data related activities

InstitutionalFundSales does that for you so you are more efficient and reach target AUM quota

European and LatAm coverage

We seek to cover any portfolio with third party funds. You will have actionable up-to-date information on any publicly available instrument investing in mutual funds (investment funds, fund of funds, pension funds and private portfolios invested in mutual funds)

You are better off trusting reliable holdings data than guesswork

InstitutionalFundSales, where tactic meets strategy

Testimonials

“We've been using IFS for a few years now and find it very useful to get valuable insights into the competitor products our target clients invest in. It facilitates our daily work and enables us to better focus. It also sheds light on how our closest competitors fare, always good knowledge to wield.”

Mr. Bruno Patain

Country Head Iberia – Sales & Client Management

Eurizon Capital

“With IFS I became successful in achieving sales in a territory I was not so familiar with”

Mr. Domingo Torres-Fernández

Country Head Spain and Portugal

Lazard Asset Management

“IFS puts valuable client intel in an easy and yet straightforward platform for both Sales and Market Intelligence teams to navigate and extract insights”

Ms. Florence Cheng

Head of Market & Client Intelligence

Jupiter Asset Management

“In today's fast-paced business environment, having access to relevant market information is crucial, and IFS understands the importance of timely and accurate data. IFS’s client focus and attention to quality in providing the relevant information are remarkable”

Mr. Nils Ossenbrink

Managing Partner | Products and Distribution

twelve CAPITAL