Growth leadership Executive and product leadership changes present opportunities to engage on strategic roadmaps, portfolio solutions, and potential upsell of advisory research services as the new leaders shape direction and partnerships.

Institutional expansion Recent hires in institutional business development indicate a push into larger accounts and platforms; target conversations around managed accounts, strategic asset allocation, and platform integration to accelerate growth.

Data and tech leverage With FE fundinfo integration and a tech stack that includes AWS, Salesforce, HubSpot, and analytics tools, there is potential to position data-driven research, API access, and workflow automation as value-add for advisers and fund managers.

Sustainability focus Transition of leadership in responsible investment and sustainability suggests an opportunity to offer ESG research, ratings, and integration into managed accounts and portfolio construction for compliance-driven clients.

Australian market focus Strong local footprint serving advisers, funds, and platforms; propose targeted offerings for super funds, platforms, and fintech partners to deepen market penetration and cross-sell research, ratings, and Australian market insights.