Consultant Database Services for Investment Management

Overview

Acuity Knowledge Partners offers asset managers with an exceptional and wide variety of Investment Consultant Database (CDB) support by integrating our advanced proprietary tool BEAT Edge along with decade of CDB expertise, we ensure clients timely, hassle-free, and precise data distribution across Investment Consultant platforms.

BEAT Edge is an award-winning, custom-built tool that stands out among top asset managers in the industry. This fully customizable tool is designed to meet clients' specific needs, offering an automated data distribution process across Quantitative and Qualitative areas. The tool brings in efficiency at various stages of the data flow process - Data Sourcing/Collation, Data Cleansing, Data Segregation, Data Synthesis, Data Representation and Data Distribution. The real-time and dynamic workflow trackers provide transparency to asset managers to track the data flow process, reducing turnaround time, enhancing process efficiency, and delivering substantial cost savings.

Optimize your Investment Consultant Databases with Acuity's award-winning BEAT Edge tool. The consultant data distributions tool helps you achieve efficiency across Quantitative and Qualitative areas resulting in an increase of product visibility and success rate across various database consultant.

Who we serve

Asset Managers
Mutual Fund and ETF Providers
Fund Consultants
Fund Brokers
Investment Advisors
Private Markets Consultants

Investment Consultant Database Services - Support We Offer

Acuity’s BEAT Edge offers Read More

Secure Data Sharing: End-to-end encrypted file transfers that accommodate various formats and sizes.
Data Optimisation: Data cleansing, validation, formatting, and calculations to ensure the highest quality and accuracy of your data.
Data Publication: Populate investment consultant databases with both quantitative and qualitative data for traditional and private markets.
One-Screen Preview: Preview all investment consultant databases on a single screen.
Data Quality Reviews and Audits: Perform data quality assessments, periodic data audits, and QoQ comparisons to enhance accuracy.
Product and CDB Additions: Registering a new product onto the existing database or expanding to a new database consultant.
New Product/Manager Searches: Conducting swift and comprehensive database audits to ensure optimal completion rates and enhance visibility during consultant screenings.
Database Questionnaires: Respond to Investment Consultant questionnaires as per asset managers’ needs.
Process Documentation: Maintain detailed standard operating procedures for knowledge retention.
Bespoke Data Reusability: Create customizable data templates to facilitate recurring tasks and efficiently disseminate CDB data.
Instant Support Messaging: We pride ourselves on customer service—access immediate support anytime with just a ping!

Customer Testimonials

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Ludovic Ferras

Senior Manager, Global Consultants Relationship

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The Acuity team meets all the consultant databases delivery deadlines. The volume is very high and even when RFP's are prioritized over databases during quarter-end the team still manages to meet all the databases deadlines. We never have to ask if data is delivered on time. It is without question each month that delivery has been met.
Highly confident and satisfied with the work over the past year. Also as important, the team has been a pleasure to work with. They are eager to assist in all aspects of the Business Response Team's deliverables and have been instrumental in helping us meet all the deliverables in a timely fashion this year.

Managing Director

Marketing and Consultant Relations, Leader in Specialty Fixed Income, US

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I appreciate when Acuity follows-up with me; I know I can sometimes be a little slow to respond and I appreciate their focus. They also take instruction well and are quick to implement changes or feedback. Acuity is quick to respond, helpful, and takes direction wonderfully! A true joy to work with

RFP Manager

Global RFP Services / Global Client Services, Leading Multi-boutique Investment Management Company, US

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We really appreciate the work and service that you and your team do for us. Communication and willingness to help out/take on additional tasks. Acuity team has a high level of professionalism. We are very satisfied with the general reoccurring requests for database population.

Client Relationship Associate

Privately owned American Mutual Fund company, US

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Good communication, high level of professionalism, highly trusted partner Excellent team work, Excellent communication & reactivity, In depth analysis and Connections with databases staff

Senior Manager

Global Consultants Relations, Global Multi-Specialist Asset Management firm, Luxembourg

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The team assigned to our firm is prompt, responsive and efficient. They provide valuable insights to projects and inform us if they catch any discrepancies.

Director of Finance and Fund Accounting

A boutique institutional investment firm, US

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Our Acuity team is very detailed and willing to take on new tasks without pushbacks. They do a great job of getting data updated on time and communicating back to our team with status updates and/or questions.
Our Acuity team is extremely responsive and always willing to take on new tasks. They are a great extension of our team and provide quality and efficient support for us.
Acuity is always willing to help with new projects, provide guidance when needed, and does an amazing job keeping on top of tasks and bringing issues to our attention.

Sr. Prod Info Data Specialist

Global Client Services, Leading Multi-boutique Investment Management Company, US

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As a relative new joiner to the team, I rely heavily on Acuity to keep my guided on what I need to do. They have not let me down and always provided excellent status reports, ad hoc reports when I need them, always spot on.
My experience with Acuity, although short, has been excellent and productive. As a relative new joiner to the team, I have leaned on Acuity for much of my background learning and they have supported me very well. I am very happy with their service and support.

Head of RFP content

A leading European Asset Management company, France

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Best practices to improve efficiency of your consultant database update process

How we are different

Accelerated Client Onboarding with industry leading timelines to decrease transition burden on clients and enhance their experience from the outset

A decade long expertise covering over 60 consultant databases including both online and offline platforms covering public and private markets.

Source file agnostic technology which accommodates any file formats results in substantial time saving and operational efficiency for clients

Unparalleled 360-degree data updates requested by investment database consultants, encompassing both quantitative and qualitative requirements

A robust quality assurance framework, spanning from data validation and preview to final updates on investment consultant databases, ensuring precise and reliable updates

Collaborative team approach fosters synergy and guarantees seamless process execution, support during manager searches and superior communication

Bespoke data reusability spreading across various questionnaires into Consultant and DDQ platforms.

An in-built, best in the industry data distribution tool provides hassle-free and timely data to wide variety of consultants.

Overall, >30% increase in the process efficiency and cost saving up to 30-40% across our existing global client base.