ETF Issuer Channel: Empower Your Sales and Research Teams

In today’s competitive landscape, ETF issuers need more than just great products—they need a smarter, faster way to connect with the right investors. The ETF Action Issuer Channel is a dedicated enterprise solution designed to streamline your workflow, sharpen your competitive edge, and ultimately increase your sales opportunities and success rate.

Stop wasting time on inefficient outreach and generic messaging. Our platform provides the critical data and powerful tools your teams need to identify real opportunities, engage informed audiences, and win new assets.

A Proven Three-Step Process for Success

Our Issuer Channel is built around a simple yet powerful three-step process that transforms how your teams operate, from initial research to final pitch.

Step 1: Track & Monitor the Market

Gain a real-time, macro-to-micro view of the investment landscape. With our intuitive AUM & Flows Dashboards, you can instantly identify emerging investment trends by tracking capital flows across different market segments. Create customized groupings to easily monitor your products’ market share against key competitors, ensuring you’re always aware of where you stand.

Step 2: Research & Analyze the Competition

Move beyond surface-level comparisons. Our platform integrates comprehensive ETF Action Databases, allowing you to perform deep, data-driven competitive analysis for your products. Arm your teams with insights across a wide range of datasets, including:

  • Reference & Classification
  • Performance & Risk Metrics
  • Composition & Look-Through Holdings
  • Fundamental & Technical Data

Step 3: Identify & Target the Right Opportunities

This is where data becomes action. Build highly targeted and effective campaigns centered around our robust 13F Ownership Data. Our platform helps you answer the critical questions that drive asset growth:

  • Which firms already own your products and could be prime for a deeper relationship?
  • Which firms own your competitors’ products, presenting a direct opportunity for conversion?
  • Which firms are actively initiating or growing positions in your target market segments?

A Comprehensive Toolkit for ETF Issuers

The Issuer Channel is more than just data; it’s an enterprise-level solution that provides full platform access and specialized tools to enhance team collaboration and automate critical tasks.

  • Internal Team Channels: Create a centralized hub for your sales and research teams to share insights, lists, and reports, ensuring everyone is aligned and working efficiently.
  • Collateral & Reporting Automation: Dramatically reduce the time spent creating marketing materials. Automate the generation of fund comparison reports, fact sheets, and other essential collateral.
  • Deep Ownership Analytics: Go beyond the numbers to understand who is buying, holding, and selling your ETFs and those of your competitors.
  • Custom Competitor Reports: Design and schedule bespoke reports that deliver the most relevant competitive intelligence directly to your team’s inbox.
  • Model Marketplaces: Showcase your firm’s proprietary investment models in a secure, gated environment for RIAs, Broker/Dealers, and Asset Managers.

The result is a more strategic and efficient use of your team’s time , allowing them to focus on concise, data-backed selling points that resonate with an engaged audience and lead to increased success rates.

Unlock Your Competitive Edge

Ready to see how the ETF Action Issuer Channel can transform your sales and distribution strategy?

[contact us page link]