Data Experts Outline Success Factors for Registered/Private Funds

HAUPPAUGE, N.Y., March 21, 2019 /PRNewswire/ — Gemini (now Ultimus Fund Solutions) today shares insights from a panel of regulatory and fund product experts (via a video) from a recent Thought Leadership & Cocktails industry event it hosted. The panel, “How Funds are Leveraging Data-Driven Insights for Growth,” was moderated by Judith Peterson, Chief Marketing Officer, Gemini, with subject matter expertise from Matthew Franey, Director of Business Development, Celera Systems; Fred Kosanovic, Vice President of Sales for Access Data, Broadridge; and Mary Abbazia, Author, The Accidental Marketer.

The conversation first revolved around the importance of segmentation and how new, cleaner data can help financial companies provide the right information to the right investors. “Segmentation—sorting customers based on their attitudes and behaviors—unlocks strategies for profitability by treating different customers differently,” commented Ms. Abbazia. “We know that customers want different things, but now it’s even easier for financial companies to vary their product sets and cater to a range of investor desires.”

“Segmentation is only valuable to decision makers if their underlying data is clean,” added Mr. Franey. “This way, they are able to draw the correct conclusions and react to their insights in a timely fashion.”    

Panel members also discussed examples of where this type of segmentation was successful, as well as:

  • The different types of data in the fund industry (e.g., external sources and internal sources created by the fund)
  • Defining classification vs. segmentation
  • Segmentation best practices

“The asset management industry needs powerful information to navigate the challenges of volatile investment markets, unprecedented regulatory changes and transformational shifts in investors’ product preferences,” said Mr. Kosanovic. “Technology can help fund managers visualize their data in ways to help them optimally spend their time and resources with greater efficiency to grow their funds.”

To Learn More:

VIEW the video of the panel conversation, as well as videos of panel discussions on other relevant industry topics held during the same event, such as “What Will Allocators Focus on in 2019?” and “The Evolving ETF Landscape.”

About Ultimus
Ultimus Fund Solutions provides a highly customized and comprehensive suite of fund administration services for investment advisers. Our high-quality services include integrated solutions that support the launching and servicing of mutual funds, hedge funds, ETFs, private equity funds, real estate funds, venture capital funds, variable annuity trusts, state-sponsored 529 plans plus the unique needs of pensions, endowments, and foundations.

Our offering comes with a deep commitment to excellence, achieved through investments in both talent and technology, with constant focus on maintaining our consultative approach and boutique service culture. Ultimus stands out as an award-winning, trusted business partner by helping investment advisers and fund families navigate and flourish in today’s increasingly sophisticated and dynamic industry landscape. Ultimus’ comprehensive service solutions are provided by seasoned teams of professionals with a wealth of financial services experience. For more information, visit

CONTACT: Jami Schlicher  |  P:  (973) 850-7309  |  E:

SOURCE Ultimus Fund Solutions

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