iPi

iPi brings together the pricing data, tools and analytics asset managers and sponsors need to optimise price negotiations

iPi

iPi (Pricing insights) provides access to comprehensive data on individually-negotiated investment agreements across EMEA and APAC. Using iPi’s benchmarking tools and analytics, both sub-advisers and sponsors can gain valuable insights into accurate, transacted pricing data to help them in decision-making and secure the best possible deals

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

iPi – part of the instiHub solutions set

iPi is available as a standalone module and even more effective in combination with SaFi as part of instiHub’s solutions set, which also includes:

Fund-in-Fund insights (FiFi)

Information on funds held in other mutual funds can change fast. FiFi accurately tracks who holds what and where, giving you total transparency on the complex EMEA and APAC market landscape. Users of FiFi efficiently industrialise the identification of specific sales opportunities, market trend analysis and distribution planning to enhance their competitive edge.

MORE ABOUT FIFI

Sub-advised Fund insights (SaFi)

Delivering the same benefits as those valued by users of FiFi, SaFi is the most comprehensive database of delegated mandates that are often obscured, generally larger in size and giving sub-advisers longer-term revenue streams. Users of SaFi benefit from the ability to profile buyers, their activities and preferences so they can position their competitiveness most effectively in their sales approach.

MORE ABOUT SAFI

What differentiates the instiHub solutions set?

instiHub’s solutions set maps funds according to where and who the key buying decisions makers are as opposed to where the assets and flows originate from. This data, combined with tools and front-end analytics, provide you with insights into the best markets to direct your sales efforts as well as find out who the most lucrative professional buyers are.

High quality data

Our team is formed of industry practitioners who appreciate how important high quality data is to making informed decisions and leading effective client discussions. 

Following diligent data quality assurance processes we collect, scrub and index data on mandates, funds, strategies, buyers, delegates, sub-advisers and transacted prices to create the most comprehensive database for the Delegated Fund industry. 

IT and data security

instiHub is a fully vetted vendor of confidential data-based solutions to some of the world’s largest financial institutions. We comply with their IT and data security requirements when handling some of their most sensitive data.

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