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Find prospects

Find prospects investing in your
asset class

Mandate Monitor

Get notified of Tenders

The Mandate Monitor is an AI-driven tool that tracks institutional mandate changes across the asset management industry. It provides insights into upcoming Leads, new Appointments, published Tenders, and relevant Updates, keeping you informed of every opportunity.

Asset allocations

See which institutional entities invest in which asset class

With the asset class module users can see which institutional entities invest in which asset class. The module displays the size, in absolute and relative terms, as well as the evolution over time of the chosen asset class. This makes analysis of trends and developments easily possible.

Competitors clients

Find clients of competitors

Research every competitor in the market to discover their client base. And determine whether their clients are investing through discretionary mandates or investment funds.

Performance

Look up the out- and underperformance per asset class

The Exelerating database contains the out- and underperformance of entities at each asset class level. This gives users the ability to look up which entities have underperformed compared to the benchmark in recent years. This information can be the starting point towards possible leads.

Map connections

Find connections between a prospect and your team

Governance

Find the decisionmakers of your prospect

The platform provides users with comprehensive governance data from institutional investors. Exelerating has drawn up profiles for all asset owners with information about the board, trustees, investment committees, consultants and service providers. The entire organization of the asset owners has been mapped out.

Connected prospects

The unique Exelerating interactive network graphs

With the Exelerating interactive network graphs users are able to find (in)direct connections to any person or entity in the market. The network graphs use our database and your team’s network to visually show how you are connected to your prospects.

Track competitors

Find the institutional clients of your competitors

Competitors clients

Know your place and that of peers in the institutional market

To find new leads and prospects, it is important to know your own place and that of peers in the institutional market. The Exelerating platform presents all asset managers who have at least one mandate within a certain market.

Users can search for any asset manager to access information about their existing institutional clients and find details about the size of these managed assets.

Mandates and Funds

Look up the type of investment

Users can determine the type of service a competitor gives a client. It is possible to look up if the service is a specific investment fund or a discretionary mandate.

Analyze manager selection

Analyze the preference of consultants for selecting asset managers

Manager selection

Analyze who gets selected by a fiduciary manager or consultant

Investment consultants and fiduciary managers play a decisive role in the institutional relations between asset manager and asset owner. Asset owners frequently base their investment decisions on the advice of such consultant/manager.

With the Exelerating platform, users can look up which asset managers are selected for each asset class by a specific consultant / fiduciary manager. This gives users insight into their preferences for specific asset classes.

Clients

Find clients of consultants and fiduciary managers

For each consultant and fiduciary manager users can look up their current clients. 

Do research

Doing research about any preferred topic
with Chat AI

Individual research

Track what a pension fund writes about any topic

Chat AI can research a single pension fund or insurer in depth. Ask a question like “What does the BBC Pension Scheme say about infrastructure?” and it will search through that fund’s reports to find the most relevant information. It then presents a clear summary based directly on the fund’s own publications.

Do market research

Look up what the market publishes about any topic

Chat AI runs fund-level searches across all pension funds and insurers in a requested market. It retrieves and aggregates data for each entity, producing a full and accurate market-level answer.

Grow your Institutional Business

Don’t hesitate to contact us if you have any questions.

Herengracht 162
1016 BP Amsterdam
The Netherlands

Email: info@exelerating.com
KvK: 65727746
Btw: NL856234011B01

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