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Contract lifecycle management in investment management

Your distribution agreements contain the commercial logic that drives fees, rebates and distributor profitability. Most firms treat them as documents to file. This whitepaper sets out why that is costing them revenue.

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PAPER SUMMARY

Revenue leakage is silent. It is also preventable.

Distribution agreements, platform agreements, side letters and amendments define the commercial terms that drive your fee calculations and rebate payments. In most investment management firms, that logic stays locked inside unstructured documents.

The result is a persistent gap between what was contractually agreed and what operational teams are executing. Industry research suggests this gap can put up to 19% of total contract value at risk.

This whitepaper examines the root causes, introduces a five-step revenue leakage assessment framework and sets out how to reframe distribution contracts as governed data assets.

  • Revenue leakage: sources, scale and financial impact
  • A five-step structured revenue leakage assessment
  • The Client Master, Product Master and Contract Master explained
  • Two interdependent dimensions of effective CLM
  • Implementation guidance and prioritisation approach

Stop losing revenue to contracts you can't see clearly. Download the CLM whitepaper now.

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