Current Situation
Fund managers and distributors carry thousands of funds on their shelves that provide limited value (because of either high fees or limited adoption) and that generate high costs for these firms to maintain.
Goals and Objectives
Fund distributors are adopting shelf optimization strategies to reduce costs and to create access fees for higher visibility on their product shelves.
Technology Deployed
Fund analytics; Product optimization; Pricing analytics
Use Case Summary
Rationalization of shelf space is driven by cost pressures and investor preference for low-cost investment funds.