A staggering 44% of users surveyed by With Intelligence are dissatisfied with their current CRM in asset management. Key issues include inadequate data integration, lack of customizability, and user difficulty. Choosing the right CRM can boost productivity by 34%. Discover our article on the 7 crucial factors for selecting and implementing a CRM system --> #AssetManagementCRM #CRM #FolioMetrics
With Intelligence
Investment Management
London, London 24,594 followers
A leading provider of data, intelligence and connections to the global asset management industry.
About us
We’re a leading provider of data, intelligence and connections to the global asset management industry. Our investment intelligence supports allocating decisions, fund-raising and business development. Our global team includes data scientists, analysts, reporters and journalists, technologists, developers and industry experts – all obsessed with revealing the bigger picture on the asset management industry. From our beginnings in 1998 as a traditional B2B publisher, our integrated product portfolio of data, insight and events has grown to cover hedge funds, private equity, real estate, private debt, and traditional asset management. We’ve blended data from brands including HFM, Eurekahedge, Private Credit Fund Intelligence, Real Estate Fund Intelligence, Fundmap, Fund Intelligence and Portfolio Management Research. We deliver a unique blend of data that includes profiles, fund information, performance metrics and our valuable analyst perspectives. We’re here to help you connect with the right people, intelligence and opportunities
- Website
-
https://withintelligence.com
External link for With Intelligence
- Industry
- Investment Management
- Company size
- 201-500 employees
- Headquarters
- London, London
- Type
- Privately Held
- Founded
- 1998
- Specialties
- Hedge Funds, Mutual Funds, Private Equity, Asset Management , Traditional Fund Management , Investment Industry, Real Estate Funds, Private Debt, Allocation , Asset Management Events, Asset Management Awards, Asset Management Data, and Fund Industry Intelligence
Locations
Employees at With Intelligence
Updates
-
Who are the top prime brokers for $1bn+ hedge funds? With Intelligence has launched the latest rankings of service providers to Billion Dollar Club hedge funds by number of client relationships. With 65% coverage of BDC firms, Goldman Sachs lead the way in terms of their reach. Interested in the full report? Request a demo of the With Intelligence platform for more insights into the most popular service providers for the biggest hedge funds in the world: https://lnkd.in/eDsUMJhd. #BDC #hedgefund #serviceproviders *Data as of Q1 2024. All data subject to future revision*
-
-
Stay ahead of the competition with insights into hedge funds, private equity, private credit, real estate, infrastructure and public markets. Sign up now for exclusive news and data from With Intelligence: https://lnkd.in/ejb8ceQh #hedgefund #privateequity #privatecredit #realestate #publicmarkets #infrastructure
-
With Intelligence reposted this
We are excited to announce that the agenda has been released for the HFM European Legal Summit 2024, returning on 19-20 November to Sopwell House, St. Albans. Delivering the perfect mix of insightful content sessions, interactive panel discussions and integrated networking activities, it provides the opportunity to understand how peers are facing the latest challenges and taking advantage of new opportunities in our ever-changing industry. View the agenda: https://bit.ly/4eOHDJ7 Apply to attend: https://bit.ly/3VH7Kcc With thanks to our Sponsors: Maples Group, Simmons & Simmons, Akin Gump, Aoesphere, Comply, Elvinger Hoss, Gallagher, One Ten, Schulte Roth Zabel, and Buzzacott. #HFMEuropeanLegalSummit #HedgeFunds #LegalCompliance
-
-
Capgemini finds that 52% of UHNW persons globally want to set up a family office... The Capgemini Research Institute’s World Wealth Report 2024 “Intelligent Strategies for winning with the Ultra-Wealthy” recently questioned 3,119 UHNW individuals in the Americas, EMEA, and Asia Pacific. The report, published in June, found that the level of interest in moving away from relationships with wealth managers and instead setting up a single family office, the better to address the specific requirements of the family, is growing rapidly. The report identified that as many as 52% of the UHNW persons questioned by Capgemini want to set up their own single family office. But how to trace & track these new single family offices since so many are reticent and even secretive? A useful source is the Highworth Family Offices Database, the largest and longest established online database of single family offices globally. With Intelligence and Highworth Research Ltd created a report showing the number of SFOs and MFOs by country and major region. Explore the key trends and what they mean for the future of family offices in our comprehensive special report: https://lnkd.in/gJVGH4F4 #SFOs #MFOs #familyoffice
-
Explore the elusive world of single-family offices (SFOs) with the latest insights from the Swiss Single Family Office Association, UBS, and the University of St. Gallen. Their realistic assessment of SFO numbers in Switzerland challenges inflated claims from other regions. For an in-depth analysis, read our full report here: https://lnkd.in/eciDPYUS #FamilyOffice #WealthManagement #SFO #FinancialInsights UBS, University of St.Gallen, SFOA - Swiss Single Family Office Association
Assessing Global Single Family Office Numbers
https://www.withintelligence.com
-
Drawing from over a decade of industry experience, FolioMetrics was built with a profound understanding of the unique challenges faced by managers and investors within the investment community. Now part of the With Intelligence suite of products, here are 4 ways managers can enhance their investor experience to alleviate your data pains: - Administrator Integration - Client Portals - Investor Reporting - Compliance Get started today by speaking with a member of our team to learn more about how With Intelligence are helping GPs to navigate their data issues and optimize your client experience. #CRM #assetmanagementcrm #hedgefundcrm
-
-
Discover the latest insights on the elusive world of single-family offices (SFOs). The Swiss Single Family Office Association, in collaboration with UBS and the University of St.Gallen, provides a realistic assessment of SFO numbers in Switzerland, challenging inflated claims from other regions. For an in-depth analysis, read our full report here: https://lnkd.in/eciDPYUS #FamilyOffice #WealthManagement #SFO #FinancialInsights
The complex task of assessing single family office numbers
With Intelligence on LinkedIn
-
We are excited to announce a brand new feature to the With Intelligence Private Credit Platform – Industry Benchmarks. Here’s what you can do with our Industry Benchmarks feature: · Benchmark Overview: Get a snapshot of dataset performance. · Constituent Ranking: Rank underlying funds to identify top performers. · Investors Tab: See who is investing in each fund to understand your competition. · Custom Benchmarks: Create alternative views of the dataset, including multiple strategies or asset classes. Curious to see it in action? Request a custom demo here: https://lnkd.in/e8HVkUif #PrivateCredit #IndustryBenchmarks #GrowthStrategy #DirectLending #AlternativeInvestments
-
Discover the top 3 news stories read by private credit asset managers in May... 1. Missouri plots $500m buildout after allocation hike - $9bn pension doubled its target last year amid broader private markets shift 2. CalPERS loses private debt head - Jean Hsu leaving in July after 25 years at pension giant 3. Kansas explores dedicated PC sleeve after $2.7bn alts hike - New bill allows for 10% increase to alts exposure - up to 25% To get full access to the top 3 stories click here: https://lnkd.in/eFxTMPb2 #privatecredit #privatemarkets
Download your copy of the top 3 stories on PC
pardot.pageantmedia.com