Benefits for Asset Managers

Gather new clients and new assets – compete against bank rates for new clients rather than other asset management firms.

Differentiate Asset Management Products

Many investors view asset managers and fund offerings as similar – the CMA provides asset managers a chance to differentiate.

Protect Against Fee Compression

The CMA provides immediate liquidity – this unique functionality reduces the need to compete on price.

Data Analytics

The asset manager can get previously unavailable insight into its clients and their financial behavior, notably their cash holdings and spending patterns.

Grow Customer Base

The CMA enables asset managers to leverage its cash management offering to acquire and retain new clients.

  • Research shows that retail investors concentrate holdings with the same asset manager; allowing the asset manager to cross-market additional fund products to CMA clients.

Obtain Substantial assets from younger and wealthier clients

The CMA is an excellent entry level product to convert savers into investors – just as the CMA appeals to clients with substantial cash assets.

  • The CMA strongly positions the asset manager for the intergenerational wealth transfer.