iPi

Benefits of using iPi

Sell-side sub-advisers benefit from:

• A complete overview of pricing – iPi brings together pricing data into one central and accessible database
• Informed negotiations and decisions – iPi enriches and enhances client negotiations and internal discussions on pricing. You can also price new deals on metrics such as the impact on your current average margin, whilst taking account of geographic and channel-specific price differences
• More business – Armed with iPi’s specific information, you can review your existing pricing policies and price Requests for Proposals (RFPs) so that more opportunities are converted into new business
• Prioritise more valuable sales opportunities – Manage your sales pipeline better by focusing on countries and distribution channels that give you better margins
• Improved forecasting – Helps you in your business and revenue planning
• Improved investor understanding – Assess if your pricing brings value to investors

Buy-side sponsors benefit from:

• Improved bargaining powers – Enter price negotiations armed with more information on the pricing of similar strategies bought by other sponsors
• Better understanding of price-influencing factors – You can analyse price differences between new entrants and seed investments as well as sub-advisers with which you have strategic relationships. You also gain greater clarity of how performance fees, performance targets or target-risk strategies impact pricing
• Deeper insight into fees – Understand how the fees you pay for mandates differ. Gain deeper insight into how they compare to the average and median paid by the rest of the market for similar strategies in selected regions and client channel
• Key input into value-to-investor assessments – Use iPi as a neutral data source on investment fee competitiveness as one of the factors for value-to-investor assessments, now commonly required by an increasing number of regulators

Who in your organisation benefits?

• Senior Executives – iPi enables more focused, strategic decision-making. It can be used to create management reports on market trends in pricing, including market overviews
• Product Management – Use iPi to ensure fair, accurate and optimum pricing for funds
• Sales/Buying teams – To negotiate the best possible fees and keep their sales efforts focussed on the most lucrative opportunities
• Pricing Committees – Gain access to the latest market-wide pricing data when discussing prices

How iPi can help you create opportunities

iPi can be used in many ways to create business opportunities for you and your team. Here is a typical example:

1. Select a strategy for which you want to understand industry-wide pricing
2. Look at how the average and median fee for that strategy differs from region to region
3. Understand how the fee changes depending on the distribution channels used
4. Use this information for internal discussions and client negotiation.

Key features of iPi

• Ease of access – iPi can be accessed by the internet from anywhere in the world. Users are  provided with their own individual log-on credentials
• Graphical Breakdown – Access pricing insights for key sponsor markets
• Data set filtration and drill-down tools – Drill down into Proprietary, three-tiered product categorisation: all major liquid asset classes: Alternatives, Equity, Fixed Income, Money Market, Multi Asset. Drill down into over 100 sector groups.
• Dedicated client service – Tailored training and ongoing client support
• Accurate Forecasting – Using the revenue calculator to accurately compute future revenue income for the size of potential new mandates