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Investors Behavior Analysis

Identify international business development opportunities

Using data from our Fund Distribution division, CACEIS can give you insight into investor behaviour patterns.

Our dashboard offers you a comprehensive and up-to-date vision of the subscription/redemptions of your investors.

By cross-referencing investor data with fund characteristics, we can generate a clear picture of the impact of marketing initiatives.

The service gives you insight into the following:
- Investors’ capital inflows using various analysis techniques
- Change in subscription/redemption rates in terms of size and quantity
- Investor type and profile
- Interrelationships between your investors’ location and your funds’ domicile
- The most significant investors in terms of subscriptions and redemptions

Zoom in on a specific time period, country, currency, investor or any other data point.

With a clearer understanding of your business, you can better identify international business development opportunities. Our fund structuring and fund distribution divisions offer you a range of services to help you take advantage of these opportunities.

«Dive into the heart of your data, switch from a macro point of view to a micro point of view, in the blink of an eye»

Delphine Moulin - Group Product Manager

Product details:

  • Investors Behavior analysis

    Dive into your data lake!

    In few clicks, analyse you investors’ inflows and outflows and take well-informed strategic decisions.

  • Tailored Analysis

    CACEIS has set up default queries providing top-level analysis of your funds. The default queries are those most requested by our clients. However, as each client is unique, the analyses can be tailored to your specific needs. If the underlying data is available, the analysis possibilities are unlimited.