Overview
Acuity Knowledge Partners offers asset managers an exceptionally wide variety of support with investment consultant databases (CDBs) by integrating our advanced proprietary tool BEAT Edge with a decade of CDB expertise. We ensure 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 sector. This fully customisable tool is designed to meet clients' specific needs, offering an automated data distribution process across quantitative and qualitative domains. The tool introduces efficiency to the various stages of the data-flow process – data sourcing/collation, data cleansing, data segregation, data synthesis, data representation and data distribution. Real-time and dynamic workflow trackers provide transparency so asset managers can 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 domains, increasing product visibility and success across consultant databases.
Who we serve
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Asset Managers
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Mutual Fund and ETF Providers -
Fund Consultants -
Fund Brokers -
Investment advisors -
Private-markets consultants
Consultant Database - Support We Offer
Acuity’s BEAT Edge offers Read More
Secure data sharing: End-to-end encrypted-file transfers that accommodate a number of 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 CDBs with both quantitative and qualitative data for traditional and private markets
One-screen preview: Preview all investment CDBs on a single screen
Data-quality reviews and audits: Perform data-quality assessments, periodic data audits and q/q comparisons to enhance accuracy
Product and CDB additions: Register a new product on the existing database or expand to a new CDB
New product/manager searches: Conduct swift and comprehensive database audits to ensure optimal completion rates and enhance visibility during consultant screenings
Database questionnaires: Respond to investment consultant questionnaires in line with asset managers’ requirements
Bespoke data reusability: Create customisable data templates to facilitate completion of recurring tasks and efficiently disseminate CDB data
Process documentation: Maintain detailed standard operating procedures for knowledge retention
Instant support: We pride ourselves on customer service – access immediate support anytime
Customer Testimonials
Ludovic Ferras
Senior Manager, Global Consultants Relationship
The Acuity team meets all consultant database delivery deadlines. The volume is very high and even when RFPs are prioritised over databases during quarter-end, the team still manages to meet all the database 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 speciality fixed income, USA
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, USA
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 recurring requests for database population.
Client Relationship Associate
Privately owned mutual fund company, USA
Good communication, high level of professionalism, highly trusted partner, excellent teamwork, excellent communication and reactivity, in-depth analysis and connections with database staff.
Senior Manager
Global Consultant Relations, global multi-specialist asset management firm, Luxembourg
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
Boutique institutional investment firm, USA
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.
Sr. Prod Info Data Specialist
Global Client Services, Leading Multi-boutique Investment Management Company
As a relatively new joiner to the team, I rely heavily on Acuity to keep me guided on what I need to do. They have not let me down and have always provided excellent status reports, ad hoc reports when I need them, always spot on.
Head of RFP content
Leading European asset management company, France
How we are different
Accelerated client onboarding with industry-leading timelines to reduce burden of transition on clients and enhance their experience from the outset
Decade-long expertise in over 60 CDBs, including both online and offline platforms covering public and private markets
Source file-agnostic technology that accommodates any file format, resulting in substantial time saving and operational efficiency
Able to provide unparalleled 360-degree data updates, as requested by investment database consultants, encompassing quantitative and qualitative requirements
A robust quality-assurance framework, spanning data validation and preview to final updates on investment CDBs, ensuring precise and reliable updates
Collaborative team approach fosters synergy and guarantees seamless process execution and support during manager searches and superior communication
Bespoke data reusability across questionnaires on consultant and DDQ platforms
In-built, best-in-industry data distribution tool provides hassle-free and timely data to a wide variety of consultants
Overall, a >30% increase in process efficiency and up to 30-40% cost saving across our global client base
What we have done
Consultant database solutions for a Top 30 US-based asset manager
What we are proud of
Top 30
US-based asset manager
1,100+
profiles across 20 databases
Consultant database solutions for a trillion dollar asset manager
What we are proud of
€1.5tn
leading European asset manager
60%
faster turnaround time
Consultant database solutions for a US specialist asset manager
What we are proud of
99.5%
data quality for mid-sized US specialist asset manager
97%
fill rates by adding 100 new profiles
Financial Marketing Services for a Europe-based Asset Manager
What we are proud of
$2.4m
annualized cost savings
>30,000
reports generated per annum
Centralization and Automation of Updates
What we are proud of
20%
gain in process efficiency
30%
reduction in CDB updating time
Our Perspective is on Consultant Database Services for Investment Management
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